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IBCA

iShares iBonds Dec 2035 Term Corporate ETF
IBCA

62 hedge funds and large institutions have $169M invested in iShares iBonds Dec 2035 Term Corporate ETF in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 22 increasing their positions, reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,100% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 3

137% more capital invested

Capital invested by funds: $71.4M → $169M (+$97.5M)

114% more funds holding

Funds holding: 29 → 62 (+33)

11.59% more ownership

Funds ownership: 66.83% → 78.43% (+12%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
62
Holders Change
+33
Holders Change %
+113.79%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
36
Increased
22
Reduced
–
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$19.4M
2
AF
Arrow Financial
New York
+$14.8M
3
CIA
Capital Investment Advisors
Georgia
+$8.65M
4
Morgan Stanley
Morgan Stanley
New York
+$5.84M
5
GPA
Guidance Point Advisors
Massachusetts
+$5.06M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$878K
2
NB
NBT Bank
New York
-$18.6K
3
KHC
Koesten Hirschmann & Crabtree
Kansas
-$8.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1
Capital Investment Advisors
Georgia
$44.5M +$8.65M +332,225 +24%
Bank of America
2
Bank of America
North Carolina
$19.3M +$19.4M +744,296 New
AF
3
Arrow Financial
New York
$14.7M +$14.8M +568,567 New
MLA
4
MB, Levis & Associates
Pennsylvania
$13.7M +$180K +6,897 +1%
Morgan Stanley
5
Morgan Stanley
New York
$5.82M +$5.84M +224,325 New
GPA
6
Guidance Point Advisors
Massachusetts
$5.75M +$5.06M +194,427 +714%
Raymond James Financial
7
Raymond James Financial
Florida
$4.98M +$5M +191,873 New
Lido Advisors
8
Lido Advisors
California
$4.71M +$357K +13,706 +8%
4FG
9
4Thought Financial Group
New York
$4.67M +$4.69M +180,113 New
BEI
10
Benjamin Edwards Inc
Missouri
$4.35M +$4.36M +167,625 New
KF
11
Krilogy Financial
Missouri
$4.2M +$4.2M +161,513 New
UBS Group
12
UBS Group
Switzerland
$4.11M +$1.45M +55,742 +54%
AA
13
Addison Advisors
Vermont
$3.72M +$2.99M +114,915 +405%
IW
14
Instrumental Wealth
Florida
$2.38M +$257K +9,882 +12%
SP
15
Stonebrook Private
Michigan
$2.26M +$2.27M +87,292 New
PA
16
Probity Advisors
Texas
$2.21M +$1.25M +48,058 +130%
PSIWM
17
Paradigm Strategies in Wealth Management
Minnesota
$2M +$710K +27,263 +55%
ACS
18
Archford Capital Strategies
Illinois
$1.98M +$1.99M +76,467 New
JWCA
19
J.W. Cole Advisors
Florida
$1.83M +$91K +3,495 +5%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.76M +$1.77M +68,016 New
AUB
21
Atlantic Union Bankshares
Virginia
$1.65M +$1.11M +42,707 +206%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.59M +$261K +10,028 +20%
US Bancorp
23
US Bancorp
Minnesota
$1.56M +$1.57M +60,265 New
MA
24
MCF Advisors
Kentucky
$1.23M +$526K +20,214 +74%
MCM
25
MV Capital Management
Maryland
$939K +$942K +36,188 New
1
2 3

IBCA Hedge Fund Activity: Q4 2025 in Review

62 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2035 Term Corporate ETF (IBCA) for Q4 2025, worth a combined $169M — up 137% from $71.4M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new IBCA positions and 3 closed out — a net gain of 33 holders — while 22 added to existing stakes and 0 trimmed.

The largest buyer was Bank of America, opening a new position worth an estimated $19.4M. The largest seller was Jane Street, exiting entirely with an estimated $878K sold.

  • 62 institutional investors held iShares iBonds Dec 2035 Term Corporate ETF (IBCA) as of Q4 2025, up from 29 in Q3 2025.
  • Funds reported $169M of iShares iBonds Dec 2035 Term Corporate ETF stock for Q4 2025, up 137% quarter-over-quarter.
  • 36 funds opened new iShares iBonds Dec 2035 Term Corporate ETF positions in Q4 2025 and 3 closed out, a net change of +33 holders.
  • The largest iShares iBonds Dec 2035 Term Corporate ETF buyer in Q4 2025 was Bank of America, an estimated $19.4M added.
  • The largest iShares iBonds Dec 2035 Term Corporate ETF seller in Q4 2025 was Jane Street, an estimated $878K sold.

Based on aggregated 13F filings for Q4 2025.