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iShares iBonds 2030 Term High Yield and Income ETF

20 hedge funds and large institutions have $21.7M invested in iShares iBonds 2030 Term High Yield and Income ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 2

50% more capital invested

Capital invested by funds: $14.4M → $21.7M (+$7.28M)

6.03% more ownership

Funds ownership: 33.59%39.62% (+6%)

0% more funds holding

Funds holding: 2020 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

90% less call options, than puts

Call options by funds: $6K | Put options by funds: $61K

Holders
20
Holders Change
Holders Change %
0%
% of All Funds
0.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
2
Increased
13
Reduced
2
Closed
2
Calls
$6K
Puts
$61K
Net Calls
-$55K
Net Calls Change
-$15K
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
1
LBMC Investment Advisors
Tennessee
$6.2M +$3.61M +137,357 +137%
MSRI
2
Michael S. Ryan Inc
New York
$4.76M +$467K +17,750 +11%
KTM
3
Keeler Thomas Management
Utah
$2M +$2.02M +76,819 New
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.47M +$78.9K +3,000 +6%
Morgan Stanley
5
Morgan Stanley
New York
$1.25M
SPWM
6
Straight Path Wealth Management
Michigan
$1.13M +$126K +4,776 +12%
WI
7
WrapManager Inc
California
$1.12M +$42.3K +1,608 +4%
Jane Street
8
Jane Street
New York
$1.06M +$292K +11,096 +38%
Bank of America
9
Bank of America
North Carolina
$976K +$773K +29,391 +366%
IWC
10
Integrated Wealth Concepts
Massachusetts
$763K +$106K +4,022 +16%
LPL Financial
11
LPL Financial
California
$348K +$51.9K +1,974 +17%
Raymond James Financial
12
Raymond James Financial
Florida
$329K +$7.02K +267 +2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$139K +$8.07K +307 +6%
IA
14
IFP Advisors
Florida
$69.5K +$42K +1,597 +150%
Osaic Holdings
15
Osaic Holdings
Arizona
$31.2K -$48.9K -1,861 -61%
JP Morgan Chase
16
JP Morgan Chase
New York
$26.1K +$26.3K +1,000 New
BTI
17
Blue Trust Inc
Georgia
$18.1K +$210 +8 +1%
HI
18
Harbour Investments
Wisconsin
$12.3K
CTWM
19
Cherry Tree Wealth Management
Minnesota
$8.51K
UBS Group
20
UBS Group
Switzerland
$1.75K -$1.5K -57 -46%
FTUS
21
Flow Traders U.S.
New York
-$269K -10,319 Closed
VHAM
22
Van Hulzen Asset Management
California
-$23.5K -902 Closed

IBHJ Hedge Fund Activity: Q1 2025 in Review

20 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) for Q1 2025, worth a combined $21.7M — up 50% from $14.4M a quarter earlier.

Fund positioning in IBHJ was balanced in Q1 2025: 2 funds opened new positions, 2 closed out, 13 added to existing stakes and 2 trimmed.

The largest buyer was LBMC Investment Advisors, adding an estimated $3.61M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $269K sold.

  • 20 institutional investors held iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $21.7M of iShares iBonds 2030 Term High Yield and Income ETF stock for Q1 2025, up 50% quarter-over-quarter.
  • 2 funds opened new iShares iBonds 2030 Term High Yield and Income ETF positions in Q1 2025 and 2 closed out, a net change of 0 holders.
  • The largest iShares iBonds 2030 Term High Yield and Income ETF buyer in Q1 2025 was LBMC Investment Advisors, an estimated $3.61M added.
  • The largest iShares iBonds 2030 Term High Yield and Income ETF seller in Q1 2025 was Flow Traders U.S., an estimated $269K sold.

Based on aggregated 13F filings for Q1 2025.