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iShares iBonds Dec 2031 Term Corporate ETF

232 hedge funds and large institutions have $1.46B invested in iShares iBonds Dec 2031 Term Corporate ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 135 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

440% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 25

278% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 9

20% more capital invested

Capital invested by funds: $1.22B → $1.46B (+$241M)

10% more funds holding

Funds holding: 211232 (+21)

2.17% more ownership

Funds ownership: 77.2%79.36% (+2.2%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
232
Holders Change
+21
Holders Change %
+9.95%
% of All Funds
3.05%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
34
Increased
135
Reduced
25
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WI
76
WrapManager Inc
California
$2.35M -$1.16M -55,121 -33%
QFA
77
Quantum Financial Advisors
California
$2.33M +$271K +12,864 +13%
Mercer Global Advisors
78
Mercer Global Advisors
Colorado
$2.31M +$471K +22,366 +26%
SP
79
Stonebrook Private
Michigan
$2.27M +$27.8K +1,320 +1%
WA
80
Wealthstar Advisors
Texas
$2.23M +$2.21M +105,078 New
FBB
81
Fulton Breakefield Broenniman
Maryland
$2.19M +$157K +7,453 +8%
RPC
82
Rossmore Private Capital
Connecticut
$2.04M +$256K +12,146 +14%
SWM
83
Segment Wealth Management
Texas
$1.92M +$79.4K +3,770 +4%
Mariner
84
Mariner
Kansas
$1.87M +$120K +5,718 +7%
LIA
85
LBMC Investment Advisors
Tennessee
$1.74M +$1.28K +61 +0.1%
DWM
86
Drive Wealth Management
Utah
$1.73M -$2.46K -117 -0.1%
RW
87
REDW Wealth
New Mexico
$1.7M -$295 -14 -0%
UCFA
88
United Capital Financial Advisors
Texas
$1.66M -$3.27K -155 -0.2%
CTA
89
Chesley Taft & Associates
Illinois
$1.61M +$225K +10,700 +16%
CCM
90
Coldstream Capital Management
Washington
$1.57M -$59.4K -2,821 -4%
PSIWM
91
Paradigm Strategies in Wealth Management
Minnesota
$1.49M +$69.1K +3,279 +5%
BAM
92
Beaumont Asset Management
Texas
$1.48M +$196K +9,315 +15%
JWCA
93
J.W. Cole Advisors
Florida
$1.47M +$407K +19,312 +39%
CP
94
Camelot Portfolios
Ohio
$1.46M -$93K -4,417 -6%
GRP
95
Global Retirement Partners
California
$1.41M +$287K +13,639 +26%
Wealth Enhancement Advisory Services
96
Wealth Enhancement Advisory Services
Minnesota
$1.37M +$361K +17,133 +36%
MSWM
97
McGlone Suttner Wealth Management
Wisconsin
$1.35M +$8.89K +422 +0.7%
BFG
98
Beacon Financial Group
Texas
$1.35M +$329K +15,605 +33%
ABC
99
Associated Banc-Corp
Wisconsin
$1.31M +$154K +7,314 +13%
Jones Financial Companies
100
Jones Financial Companies
Missouri
$1.22M +$508K +24,142 +72%