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iShares iBonds 2030 Term High Yield and Income ETF

32 hedge funds and large institutions have $36.3M invested in iShares iBonds 2030 Term High Yield and Income ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 3

45% more funds holding

Funds holding: 2232 (+10)

42% more capital invested

Capital invested by funds: $25.6M → $36.3M (+$10.7M)

16% more call options, than puts

Call options by funds: $536K | Put options by funds: $464K

7.56% more ownership

Funds ownership: 40.94%48.5% (+7.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
32
Holders Change
+10
Holders Change %
+45.45%
% of All Funds
0.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
13
Reduced
3
Closed
Calls
$536K
Puts
$464K
Net Calls
+$72K
Net Calls Change
-$213K
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
1
LBMC Investment Advisors
Tennessee
$14M +$6.49M +244,339 +88%
MSRI
2
Michael S. Ryan Inc
New York
$5.12M +$36.8K +1,386 +0.7%
KTM
3
Keeler Thomas Management
Utah
$2.43M +$55.5K +2,091 +2%
Jane Street
4
Jane Street
New York
$2M +$881K +33,153 +80%
SPWM
5
Straight Path Wealth Management
Michigan
$1.72M +$339K +12,764 +25%
Bank of America
6
Bank of America
North Carolina
$1.7M +$532K +20,033 +46%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.46M +$11.1K +418 +0.8%
Morgan Stanley
8
Morgan Stanley
New York
$1.34M +$50.8K +1,913 +4%
IWC
9
Integrated Wealth Concepts
Massachusetts
$1.02M +$83.9K +3,158 +9%
WI
10
WrapManager Inc
California
$1.01M -$155K -5,852 -13%
BlackRock
11
BlackRock
New York
$805K -$505 -19 -0.1%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$706K +$786K +29,604 New
LPL Financial
13
LPL Financial
California
$571K +$133K +5,003 +31%
FCH
14
Freestone Capital Holdings
Washington
$457K +$453K +17,035 New
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$361K +$5.53K +208 +2%
Raymond James Financial
16
Raymond James Financial
Florida
$350K -$55.4K -2,087 -14%
HSG
17
Helen Stephens Group
Texas
$298K +$295K +11,105 New
KPWS
18
Kestra Private Wealth Services
Texas
$262K +$259K +9,765 New
MAG
19
M3 Advisory Group
Massachusetts
$200K +$199K +7,475 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$143K
OCM
21
Orion Capital Management
California
$80.4K +$79.7K +3,000 New
IA
22
IFP Advisors
Florida
$71.3K
GRP
23
Global Retirement Partners
California
$53.6K
Osaic Holdings
24
Osaic Holdings
Arizona
$52.8K +$3.64K +137 +7%
BC
25
Barrett & Company
Rhode Island
$46.6K

IBHJ Hedge Fund Activity: Q3 2025 in Review

32 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) for Q3 2025, worth a combined $36.3M — up 42% from $25.6M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IBHJ positions and 0 closed out — a net gain of 10 holders — while 13 added to existing stakes and 3 trimmed.

The largest buyer was LBMC Investment Advisors, adding an estimated $6.49M. The largest seller was WrapManager Inc, cutting an estimated $155K.

  • 32 institutional investors held iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) as of Q3 2025, up from 22 in Q2 2025.
  • Funds reported $36.3M of iShares iBonds 2030 Term High Yield and Income ETF stock for Q3 2025, up 42% quarter-over-quarter.
  • 10 funds opened new iShares iBonds 2030 Term High Yield and Income ETF positions in Q3 2025 and 0 closed out, a net change of +10 holders.
  • The largest iShares iBonds 2030 Term High Yield and Income ETF buyer in Q3 2025 was LBMC Investment Advisors, an estimated $6.49M added.
  • The largest iShares iBonds 2030 Term High Yield and Income ETF seller in Q3 2025 was WrapManager Inc, an estimated $155K sold.

Based on aggregated 13F filings for Q3 2025.