iShares iBonds Dec 2035 Term Corporate ETF
IBCA
29 hedge funds and large institutions have $71.4M invested in iShares iBonds Dec 2035 Term Corporate ETF in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 8 increasing their positions, reducing their positions, and 2 closing their positions.
900% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 2
164% more funds holding
Funds holding: 11 → 29 (+18)
150% more capital invested
Capital invested by funds: $28.5M → $71.4M (+$42.8M)
1.32% more ownership
Funds ownership: 65.51% → 66.83% (+1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MLA
MB, Levis & Associates
Center Valley,
Pennsylvania
|
+$13.4M |
| 2 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$9.13M |
| 3 |
Lido Advisors
Los Angeles,
California
|
+$4.31M |
| 4 |
IW
Instrumental Wealth
Tampa,
Florida
|
+$2.08M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$241K |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
-$24.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KOCAA
26
Knights of Columbus Asset Advisors
New Haven,
Connecticut
| $22.7K | +$22.4K | +873 | New |
|
|
NB
27
NBT Bank
Norwich,
New York
| $18.6K | +$18.4K | +715 | New |
|
|
KHC
28
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
| $8.8K | +$8.68K | +338 | New |
|
|
PA
29
Parallel Advisors
San Francisco,
California
| $2.32K | +$2.29K | +89 | New |
|
|
AI
30
Atria Investments
Charlotte,
North Carolina
| – | -$241K | -9,384 | Closed |
|
|
31
Raymond James Financial
St Petersburg,
Florida
| – | -$24.6K | -958 | Closed |
|
IBCA Hedge Fund Activity: Q3 2025 in Review
29 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2035 Term Corporate ETF (IBCA) for Q3 2025, worth a combined $71.4M — up 150% from $28.5M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new IBCA positions and 2 closed out — a net gain of 18 holders — while 8 added to existing stakes and 0 trimmed.
The largest buyer was MB, Levis & Associates, opening a new position worth an estimated $13.4M. The largest seller was Atria Investments, exiting entirely with an estimated $241K sold.
- 29 institutional investors held iShares iBonds Dec 2035 Term Corporate ETF (IBCA) as of Q3 2025, up from 11 in Q2 2025.
- Funds reported $71.4M of iShares iBonds Dec 2035 Term Corporate ETF stock for Q3 2025, up 150% quarter-over-quarter.
- 20 funds opened new iShares iBonds Dec 2035 Term Corporate ETF positions in Q3 2025 and 2 closed out, a net change of +18 holders.
- The largest iShares iBonds Dec 2035 Term Corporate ETF buyer in Q3 2025 was MB, Levis & Associates, an estimated $13.4M added.
- The largest iShares iBonds Dec 2035 Term Corporate ETF seller in Q3 2025 was Atria Investments, an estimated $241K sold.
Based on aggregated 13F filings for Q3 2025.