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iShares iBonds Dec 2031 Term Corporate ETF

211 hedge funds and large institutions have $1.24B invested in iShares iBonds Dec 2031 Term Corporate ETF in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 107 increasing their positions, 43 reducing their positions, and 7 closing their positions.

Holders
211
Holders Change
+15
Holders Change %
+7.65%
% of All Funds
2.83%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.11%
New
30
Increased
107
Reduced
43
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$134M 6,360,248 +383,809 +6%
CIA
2
Capital Investment Advisors
Georgia
$65.9M 3,132,531 +303,152 +11%
Morgan Stanley
3
Morgan Stanley
New York
$62M 2,947,392 +288,873 +11%
Bank of America
4
Bank of America
North Carolina
$59M 2,806,470 +104,624 +4%
VVP
5
Venture Visionary Partners
Ohio
$50.2M 2,385,806 +146,859 +7%
SVWA
6
Sarver Vrooman Wealth Advisors
Missouri
$45.2M 2,150,445 +21,713 +1%
Wells Fargo
7
Wells Fargo
California
$39.3M 1,870,031 -5,345 -0.3%
SIC
8
Sigma Investment Counselors
Michigan
$34.1M 1,619,642 +45,513 +3%
Ameriprise
9
Ameriprise
Minnesota
$32.8M 1,565,212 +260,759 +20%
SL
10
Summitry LLC
California
$31.5M 1,495,548 +54,200 +4%
ACM
11
Advisors Capital Management
New Jersey
$30.6M 1,454,740 +126,136 +9%
KA
12
Klingman & Associates
New York
$27.6M 1,311,440 +29,159 +2%
Raymond James Financial
13
Raymond James Financial
Florida
$26.5M 1,258,604 -608,289 -33%
UBS Group
14
UBS Group
Switzerland
$26.3M 1,247,720 -45,528 -4%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$24.5M 1,163,678 +105,919 +10%
LWANC
16
Laurel Wealth Advisors (North Carolina)
North Carolina
$23.4M 492,336 +481,636 +4,501%
FFG
17
Frisch Financial Group
New York
$19M 901,284 +109,417 +14%
SVWAG
18
Sound View Wealth Advisors Group
Georgia
$18.6M 885,244 +114,742 +15%
NA
19
NewEdge Advisors
Louisiana
$18.4M 874,010 -71,727 -8%
HighTower Advisors
20
HighTower Advisors
Illinois
$17.7M 841,259 +183,797 +28%
US Bancorp
21
US Bancorp
Minnesota
$17M 809,165 +109,147 +16%
EFP
22
Envision Financial Planning
Tennessee
$15.2M 723,823 +25,857 +4%
MCM
23
MV Capital Management
Maryland
$14.8M 703,640 -329 -0%
Lido Advisors
24
Lido Advisors
California
$14.7M 698,994 -11,691 -2%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$14.6M 694,818 -11,173 -2%