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iShares iBonds Dec 2031 Term Corporate ETF
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Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
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
–

Top Buyers

1
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$23.4M
2
EWA
EP Wealth Advisors
California
$14.5M
3
ACA
Aptus Capital Advisors
Alabama
$134M
4
CIA
Capital Investment Advisors
Georgia
$65.9M
5
Morgan Stanley
Morgan Stanley
New York
$62M

Top Sellers

1
Raymond James Financial
Raymond James Financial
Florida
$26.5M
2
CA
CGN Advisors
Kansas
$1.2M
3
NA
NewEdge Advisors
Louisiana
$18.4M
4
MFWM
Motley Fool Wealth Management
Virginia
$12.3M
5
UBS Group
UBS Group
Switzerland
$26.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
26
Arrow Financial
New York
$14.6M -$133K -6,305 -0.9%
EWA
27
EP Wealth Advisors
California
$14.5M +$14.5M +688,345 New
MLA
28
MB, Levis & Associates
Pennsylvania
$13.4M +$211K +10,028 +2%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$13M -$356K -16,924 -3%
MFWM
30
Motley Fool Wealth Management
Virginia
$12.3M -$1.3M -61,951 -10%
PPWM
31
PFG Private Wealth Management
Florida
$10.8M +$258K +12,254 +2%
CIM
32
Confluence Investment Management
Missouri
$10.3M -$64.7K -3,075 -0.6%
LPL Financial
33
LPL Financial
California
$9.14M +$1.23M +58,237 +15%
CFS
34
Commonwealth Financial Services
West Virginia
$8.52M -$188K -8,941 -2%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$8.13M +$417K +19,817 +5%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$7.85M +$200K +9,521 +3%
PA
37
Probity Advisors
Texas
$7.78M +$1.62M +76,813 +26%
SCA
38
Snowden Capital Advisors
New York
$7.47M +$14.4K +684 +0.2%
GPA
39
Guidance Point Advisors
Massachusetts
$6.99M +$52.2K +2,480 +0.8%
HCM
40
Howland Capital Management
Massachusetts
$6.38M +$1.29M +61,444 +25%
Citadel Advisors
41
Citadel Advisors
Florida
$6.03M +$5.67M +269,641 +1,612%
AUB
42
Atlantic Union Bankshares
Virginia
$5.91M +$5.91M +281,089 New
KAS
43
Kestra Advisory Services
Texas
$5.59M +$703K +33,396 +14%
SCM
44
Seascape Capital Management
New Hampshire
$5.57M +$530K +25,210 +11%
PA
45
Parallel Advisors
California
$5.37M +$385K +18,311 +8%
HW
46
Hancock Whitney
Mississippi
$5.37M +$5.37M +255,257 New
LWM
47
Lyell Wealth Management
California
$5.32M +$190K +9,025 +4%
MIM
48
Moseley Investment Management
Florida
$5.17M +$761K +36,169 +17%
CVM
49
Cheviot Value Management
California
$5.11M +$242K +11,513 +5%
4FG
50
4Thought Financial Group
New York
$4.91M -$353K -16,785 -7%
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