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IBCA

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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
29
Holders Change
+18
Holders Change %
+163.64%
% of All Funds
0.38%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
8
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MLA
MB, Levis & Associates
Pennsylvania
+$13.4M
2
CIA
Capital Investment Advisors
Georgia
+$9.13M
3
Lido Advisors
Lido Advisors
California
+$4.31M
4
IW
Instrumental Wealth
Florida
+$2.08M
5
UBS Group
UBS Group
Switzerland
+$1.79M

Top Sellers

Rank Fund Capital Flow
1
AI
Atria Investments
North Carolina
-$241K
2
Raymond James Financial
Raymond James Financial
Florida
-$24.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1
Capital Investment Advisors
Georgia
$36M +$9.13M +355,569 +35%
MLA
2
MB, Levis & Associates
Pennsylvania
$13.6M +$13.4M +522,889 New
Lido Advisors
3
Lido Advisors
California
$4.37M +$4.31M +167,997 New
UBS Group
4
UBS Group
Switzerland
$2.68M +$1.79M +69,765 +211%
IW
5
Instrumental Wealth
Florida
$2.11M +$2.08M +80,841 New
JWCA
6
J.W. Cole Advisors
Florida
$1.75M +$1.72M +67,089 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.33M +$1.31M +50,984 +22,264%
PSIWM
8
Paradigm Strategies in Wealth Management
Minnesota
$1.3M +$1.28M +49,976 New
PA
9
Probity Advisors
Texas
$963K +$950K +36,998 New
Jane Street
10
Jane Street
New York
$878K +$866K +33,729 New
AA
11
Addison Advisors
Vermont
$739K +$697K +27,128 +2,197%
GPA
12
Guidance Point Advisors
Massachusetts
$709K +$482K +18,781 +223%
MA
13
MCF Advisors
Kentucky
$708K +$699K +27,205 New
AUB
14
Atlantic Union Bankshares
Virginia
$541K +$221K +8,607 +71%
ATC
15
Adirondack Trust Company
New York
$530K +$383K +14,920 +274%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$484K +$478K +18,591 New
CCM
17
Coldstream Capital Management
Washington
$446K +$440K +17,114 New
RWP
18
Reliant Wealth Planning
Kentucky
$394K +$389K +15,147 New
ASN
19
Advisory Services Network
Georgia
$362K +$2.77K +108 +0.8%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$360K +$355K +13,833 New
Truist Financial
21
Truist Financial
North Carolina
$278K +$274K +10,671 New
HighTower Advisors
22
HighTower Advisors
Illinois
$277K +$273K +10,629 New
SVWA
23
Sarver Vrooman Wealth Advisors
Missouri
$264K +$260K +10,124 New
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$156K +$154K +5,992 New
CTWM
25
Cherry Tree Wealth Management
Minnesota
$26K – – –
1
2

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.