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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
NC
101
NovaPoint Capital
Georgia
$1.22M +$105K +4,995 +10%
LHC
102
Little House Capital
Massachusetts
$1.18M +$22.3K +1,059 +2%
PIM
103
Penobscot Investment Management
Massachusetts
$1.16M +$127K +6,050 +12%
CCWA
104
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.16M +$116K +5,531 +11%
FCH
105
Freestone Capital Holdings
Washington
$1.13M +$1.12M +53,047 New
BONH
106
Bank of New Hampshire
New Hampshire
$1.1M +$108K +5,150 +11%
CTWM
107
Cherry Tree Wealth Management
Minnesota
$1.07M +$11.7K +556 +1%
Creative Planning
108
Creative Planning
Kansas
$997K -$1.03K -49 -0.1%
LWL
109
Leo Wealth LLC
Texas
$948K +$253K +12,012 +37%
OC
110
Oppenheimer & Co
New York
$944K +$1.83K +87 +0.2%
NGA
111
Naples Global Advisors
Florida
$944K +$269K +12,780 +40%
FNB
112
Farmers National Bank
Kentucky
$920K +$62.4K +2,963 +7%
IA
113
IFP Advisors
Florida
$911K -$121K -5,758 -12%
GHA
114
Granite Harbor Advisors
Texas
$905K
NDSI
115
Newman Dignan & Sheerar Inc
Rhode Island
$869K +$278K +13,205 +48%
GCA
116
Gradient Capital Advisors
California
$836K
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$823K +$111K +5,282 +16%
BAM
118
Belpointe Asset Management
Nevada
$821K -$143K -6,801 -15%
Cambridge Investment Research Advisors
119
Cambridge Investment Research Advisors
Iowa
$814K +$93.2K +4,424 +13%
LWANC
120
Laurel Wealth Advisors (North Carolina)
North Carolina
$776K +$277K +13,150 +56%
PAG
121
Private Advisor Group
New Jersey
$760K
MW
122
Members Wealth
Pennsylvania
$722K +$717K +34,053 New
BSSFA
123
Baron Silver Stevens Financial Advisors
Florida
$704K
CA
124
CGN Advisors
Kansas
$696K -$506K -24,017 -42%
MBT
125
Montecito Bank & Trust
California
$696K +$691K +32,803 New