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iShares iBonds 2030 Term High Yield and Income ETF

22 hedge funds and large institutions have $25.6M invested in iShares iBonds 2030 Term High Yield and Income ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,200% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 1

339% more call options, than puts

Call options by funds: $369K | Put options by funds: $84K

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

18% more capital invested

Capital invested by funds: $21.7M → $25.6M (+$3.92M)

10% more funds holding

Funds holding: 2022 (+2)

1.32% more ownership

Funds ownership: 39.62%40.94% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
22
Holders Change
+2
Holders Change %
+10%
% of All Funds
0.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
13
Reduced
1
Closed
2
Calls
$369K
Puts
$84K
Net Calls
+$285K
Net Calls Change
+$340K
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
1
LBMC Investment Advisors
Tennessee
$7.38M +$1.03M +39,497 +17%
MSRI
2
Michael S. Ryan Inc
New York
$5.05M +$184K +7,058 +4%
KTM
3
Keeler Thomas Management
Utah
$2.36M +$310K +11,913 +16%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.44M -$57.4K -2,206 -4%
SPWM
5
Straight Path Wealth Management
Michigan
$1.37M +$214K +8,213 +19%
Morgan Stanley
6
Morgan Stanley
New York
$1.28M
WI
7
WrapManager Inc
California
$1.16M +$20.6K +791 +2%
Bank of America
8
Bank of America
North Carolina
$1.16M +$156K +5,979 +16%
Jane Street
9
Jane Street
New York
$1.11M +$28.8K +1,108 +3%
IWC
10
Integrated Wealth Concepts
Massachusetts
$927K +$144K +5,547 +19%
BlackRock
11
BlackRock
New York
$801K +$782K +30,055 New
LPL Financial
12
LPL Financial
California
$434K +$77K +2,959 +22%
Raymond James Financial
13
Raymond James Financial
Florida
$403K +$65.6K +2,520 +20%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$353K +$345K +13,258 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$142K
IA
16
IFP Advisors
Florida
$70.9K
GRP
17
Global Retirement Partners
California
$53.3K +$52K +2,000 New
Osaic Holdings
18
Osaic Holdings
Arizona
$49.1K +$16.8K +645 +54%
BC
19
Barrett & Company
Rhode Island
$46.4K +$45.3K +1,740 New
BTI
20
Blue Trust Inc
Georgia
$18.8K +$312 +12 +2%
HI
21
Harbour Investments
Wisconsin
$12.9K +$286 +11 +2%
CTWM
22
Cherry Tree Wealth Management
Minnesota
$8.69K
JP Morgan Chase
23
JP Morgan Chase
New York
-$26.1K -1,000 Closed
UBS Group
24
UBS Group
Switzerland
-$1.75K -67 Closed

IBHJ Hedge Fund Activity: Q2 2025 in Review

22 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) for Q2 2025, worth a combined $25.6M — up 18% from $21.7M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new IBHJ positions and 2 closed out — a net gain of 2 holders — while 13 added to existing stakes and 1 trimmed.

The largest buyer was LBMC Investment Advisors, adding an estimated $1.03M. The largest seller was Commonwealth Equity Services, cutting an estimated $57.4K.

  • 22 institutional investors held iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) as of Q2 2025, up from 20 in Q1 2025.
  • Funds reported $25.6M of iShares iBonds 2030 Term High Yield and Income ETF stock for Q2 2025, up 18% quarter-over-quarter.
  • 4 funds opened new iShares iBonds 2030 Term High Yield and Income ETF positions in Q2 2025 and 2 closed out, a net change of +2 holders.
  • The largest iShares iBonds 2030 Term High Yield and Income ETF buyer in Q2 2025 was LBMC Investment Advisors, an estimated $1.03M added.
  • The largest iShares iBonds 2030 Term High Yield and Income ETF seller in Q2 2025 was Commonwealth Equity Services, an estimated $57.4K sold.

Based on aggregated 13F filings for Q2 2025.