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iShares iBonds Dec 2031 Term Corporate ETF

259 hedge funds and large institutions have $1.71B invested in iShares iBonds Dec 2031 Term Corporate ETF in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 151 increasing their positions, 38 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

297% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 38

242% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 12

17% more capital invested

Capital invested by funds: $1.46B → $1.71B (+$248M)

12% more funds holding

Funds holding: 232259 (+27)

2.53% more ownership

Funds ownership: 79.36%81.9% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
259
Holders Change
+27
Holders Change %
+11.64%
% of All Funds
3.15%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
41
Increased
151
Reduced
38
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
26
EP Wealth Advisors
California
$15.8M +$15.8M +746,146 New
Lido Advisors
27
Lido Advisors
California
$15.1M +$255K +12,013 +2%
AF
28
Arrow Financial
New York
$14.9M +$595K +28,076 +4%
MLA
29
MB, Levis & Associates
Pennsylvania
$13.8M +$214K +10,086 +2%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$13.1M +$32.5K +1,535 +0.2%
EFP
31
Envision Financial Planning
Tennessee
$12.9M -$4.97M -234,446 -28%
Mariner
32
Mariner
Kansas
$12.8M +$11M +517,680 +587%
PPWM
33
PFG Private Wealth Management
Florida
$12.7M +$12.7M +599,772 New
LPL Financial
34
LPL Financial
California
$12.7M +$1.89M +89,278 +18%
IF
35
Ironwood Financial
Arizona
$11.5M +$1.1M +51,798 +10%
MFWM
36
Motley Fool Wealth Management
Virginia
$10.2M -$1.39M -65,361 -12%
PA
37
Probity Advisors
Texas
$10.1M +$1.08M +50,742 +12%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$9.44M +$606K +28,605 +7%
PWM
39
Parkway Wealth Management
Texas
$9.26M +$9.28M +437,705 New
CFS
40
Commonwealth Financial Services
West Virginia
$9.03M +$300K +14,163 +3%
GPA
41
Guidance Point Advisors
Massachusetts
$8.62M +$1.38M +64,907 +19%
Truist Financial
42
Truist Financial
North Carolina
$8.55M +$8.34M +393,606 +3,649%
HCM
43
Howland Capital Management
Massachusetts
$8.53M +$1.84M +87,036 +28%
AUB
44
Atlantic Union Bankshares
Virginia
$8.19M +$2.12M +100,078 +35%
SCA
45
Snowden Capital Advisors
New York
$7.79M +$189K +8,937 +2%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$7.03M +$1.8M +84,704 +34%
LWM
47
Lyell Wealth Management
California
$7.03M +$979K +46,181 +16%
MIM
48
Moseley Investment Management
Florida
$7.01M +$258K +12,155 +4%
KAS
49
Kestra Advisory Services
Texas
$6.82M +$1.38M +65,315 +25%
FNT
50
First National Trust
Pennsylvania
$6.81M +$1.69M +79,525 +33%