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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.

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
Name Holding Trade Value Shares
Change
Shares
Change %
CTWM
101
Cherry Tree Wealth Management
Minnesota
$1.05M +$73.1K +3,475 +8%
CCWA
102
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.03M -$98.9K -4,701 -9%
PIM
103
Penobscot Investment Management
Massachusetts
$1.02M +$154K +7,300 +18%
IA
104
IFP Advisors
Florida
$1.02M +$218K +10,341 +27%
BFG
105
Beacon Financial Group
Texas
$1.01M +$132K +6,275 +15%
Creative Planning
106
Creative Planning
Kansas
$990K -$465K -22,079 -32%
Wealth Enhancement Advisory Services
107
Wealth Enhancement Advisory Services
Minnesota
$988K +$35.5K +1,699 +4%
BONH
108
Bank of New Hampshire
New Hampshire
$978K +$142K +6,750 +17%
BAM
109
Belpointe Asset Management
Nevada
$957K +$330K +15,689 +53%
OC
110
Oppenheimer & Co
New York
$934K +$33.3K +1,582 +4%
GHA
111
Granite Harbor Advisors
Texas
$897K +$654K +31,081 +269%
FNB
112
Farmers National Bank
Kentucky
$850K +$6.5K +309 +0.8%
GCA
113
Gradient Capital Advisors
California
$829K
FTUS
114
Flow Traders U.S.
New York
$793K +$793K +37,684 New
PAG
115
Private Advisor Group
New Jersey
$753K -$35.7K -1,699 -5%
Cambridge Investment Research Advisors
116
Cambridge Investment Research Advisors
Iowa
$714K +$214K +10,172 +43%
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$705K -$152K -7,247 -18%
Jones Financial Companies
118
Jones Financial Companies
Missouri
$705K +$145K +6,918 +26%
BSSFA
119
Baron Silver Stevens Financial Advisors
Florida
$698K +$698K +33,186 New
LWL
120
Leo Wealth LLC
Texas
$687K +$687K +32,649 New
Focus Partners Wealth
121
Focus Partners Wealth
Massachusetts
$686K +$686K +32,581 New
KHC
122
Koesten Hirschmann & Crabtree
Kansas
$679K +$5.09K +242 +0.8%
NGA
123
Naples Global Advisors
Florida
$667K
IWC
124
Integrated Wealth Concepts
Massachusetts
$643K +$40.5K +1,926 +7%
Comerica Bank
125
Comerica Bank
Texas
$623K -$4.04K -192 -0.6%