We are live on ! Find out more
IBHJ icon

iShares iBonds 2030 Term High Yield and Income ETF

38 hedge funds and large institutions have $47.9M invested in iShares iBonds 2030 Term High Yield and Income ETF in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,911% more call options, than puts

Call options by funds: $2.17M | Put options by funds: $108K

425% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 4

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

32% more capital invested

Capital invested by funds: $36.3M → $47.9M (+$11.6M)

19% more funds holding

Funds holding: 3238 (+6)

0.84% more ownership

Funds ownership: 48.5%49.34% (+0.84%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
38
Holders Change
+6
Holders Change %
+18.75%
% of All Funds
0.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
21
Reduced
4
Closed
4
Calls
$2.17M
Puts
$108K
Net Calls
+$2.06M
Net Calls Change
+$1.99M
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
1
LBMC Investment Advisors
Tennessee
$21.5M +$7.66M +288,219 +55%
MSRI
2
Michael S. Ryan Inc
New York
$5.2M +$118K +4,452 +2%
KTM
3
Keeler Thomas Management
Utah
$2.52M +$98.7K +3,714 +4%
SPWM
4
Straight Path Wealth Management
Michigan
$1.89M +$182K +6,853 +11%
Bank of America
5
Bank of America
North Carolina
$1.8M +$112K +4,211 +7%
Jane Street
6
Jane Street
New York
$1.61M -$381K -14,325 -19%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.53M +$78.6K +2,959 +5%
Morgan Stanley
8
Morgan Stanley
New York
$1.43M +$101K +3,783 +8%
IWC
9
Integrated Wealth Concepts
Massachusetts
$1.33M +$321K +12,096 +32%
UBS Group
10
UBS Group
Switzerland
$1.28M +$1.28M +48,095 New
BlackRock
11
BlackRock
New York
$1.2M +$399K +15,020 +50%
LPL Financial
12
LPL Financial
California
$956K +$389K +14,630 +69%
WI
13
WrapManager Inc
California
$827K -$179K -6,740 -18%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$574K +$215K +8,100 +60%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$510K +$510K +19,178 New
FCH
16
Freestone Capital Holdings
Washington
$486K +$32.4K +1,220 +7%
Raymond James Financial
17
Raymond James Financial
Florida
$455K +$107K +4,045 +31%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$438K +$297K +11,167 +210%
FAL
19
Focused Alpha LLC
Colorado
$404K +$403K +15,176 New
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$353K -$434K -16,343 -55%
KPWS
21
Kestra Private Wealth Services
Texas
$318K +$58.2K +2,191 +22%
HSG
22
Helen Stephens Group
Texas
$300K +$4.97K +187 +2%
EIP
23
Ellis Investment Partners
Pennsylvania
$223K +$222K +8,365 New
SWM
24
Stockman Wealth Management
Montana
$211K +$210K +7,920 New
IA
25
IFP Advisors
Florida
$127K +$56.1K +2,110 +79%

IBHJ Hedge Fund Activity: Q4 2025 in Review

38 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) for Q4 2025, worth a combined $47.9M — up 32% from $36.3M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IBHJ positions and 4 closed out — a net gain of 6 holders — while 21 added to existing stakes and 4 trimmed.

The largest buyer was LBMC Investment Advisors, adding an estimated $7.66M. The largest seller was Mercer Global Advisors, cutting an estimated $434K.

  • 38 institutional investors held iShares iBonds 2030 Term High Yield and Income ETF (IBHJ) as of Q4 2025, up from 32 in Q3 2025.
  • Funds reported $47.9M of iShares iBonds 2030 Term High Yield and Income ETF stock for Q4 2025, up 32% quarter-over-quarter.
  • 10 funds opened new iShares iBonds 2030 Term High Yield and Income ETF positions in Q4 2025 and 4 closed out, a net change of +6 holders.
  • The largest iShares iBonds 2030 Term High Yield and Income ETF buyer in Q4 2025 was LBMC Investment Advisors, an estimated $7.66M added.
  • The largest iShares iBonds 2030 Term High Yield and Income ETF seller in Q4 2025 was Mercer Global Advisors, an estimated $434K sold.

Based on aggregated 13F filings for Q4 2025.