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iShares iBonds 2030 Term High Yield and Income ETF

22 hedge funds and large institutions have $25.7M 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
Holders
22
Holders Change
+2
Holders Change %
+10%
% of All Funds
0.3%
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
Shares
Change %
LIA
1
LBMC Investment Advisors
Tennessee
$7.38M +$1.05M +39,497 +17%
MSRI
2
Michael S. Ryan Inc
New York
$5.05M +$188K +7,058 +4%
KTM
3
Keeler Thomas Management
Utah
$2.36M +$317K +11,913 +16%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.44M -$58.8K -2,206 -4%
SPWM
5
Straight Path Wealth Management
Michigan
$1.37M +$219K +8,213 +19%
Morgan Stanley
6
Morgan Stanley
New York
$1.28M
WI
7
WrapManager Inc
California
$1.16M +$21.1K +791 +2%
Bank of America
8
Bank of America
North Carolina
$1.16M +$159K +5,979 +16%
Jane Street
9
Jane Street
New York
$1.11M +$29.5K +1,108 +3%
IWC
10
Integrated Wealth Concepts
Massachusetts
$927K +$148K +5,547 +19%
BlackRock
11
BlackRock
New York
$801K +$801K +30,055 New
LPL Financial
12
LPL Financial
California
$434K +$78.8K +2,959 +22%
Raymond James Financial
13
Raymond James Financial
Florida
$403K +$67.1K +2,520 +20%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$353K +$353K +13,258 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$142K
Osaic Holdings
16
Osaic Holdings
Arizona
$79.6K +$48.5K +1,861 +155%
IA
17
IFP Advisors
Florida
$70.9K
GRP
18
Global Retirement Partners
California
$53.3K +$53.3K +2,000 New
BC
19
Barrett & Company
Rhode Island
$46.4K +$46.4K +1,740 New
BTI
20
Blue Trust Inc
Georgia
$18.8K +$320 +12 +2%
HI
21
Harbour Investments
Wisconsin
$12.9K +$293 +11 +2%
CTWM
22
Cherry Tree Wealth Management
Minnesota
$8.69K
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
-$26.1K -1,000 Closed
UBS Group
24
UBS Group
Switzerland
-$1.75K -67 Closed