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iShares iBonds Dec 2031 Term Corporate ETF

288 hedge funds and large institutions have $1.84B invested in iShares iBonds Dec 2031 Term Corporate ETF in 2026 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 175 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 35

258% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 12

86% more funds holding in top 10

Funds holding in top 10: 713 (+6)

11% more funds holding

Funds holding: 259288 (+29)

8% more capital invested

Capital invested by funds: $1.71B → $1.84B (+$130M)

2.36% less ownership

Funds ownership: 81.9%79.54% (-2.4%)

Holders
288
Holders Change
+29
Holders Change %
+11.2%
% of All Funds
3.55%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.16%
New
43
Increased
175
Reduced
35
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HA
101
Hamel Associates
New Jersey
$2.21M +$434K +20,560 +24%
LIA
102
LBMC Investment Advisors
Tennessee
$2.2M +$491K +23,258 +28%
Jones Financial Companies
103
Jones Financial Companies
Missouri
$2.18M +$499K +23,615 +29%
Wealth Enhancement Advisory Services
104
Wealth Enhancement Advisory Services
Minnesota
$1.99M +$491K +23,247 +32%
CCWA
105
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.96M +$885K +41,898 +81%
WI
106
WrapManager Inc
California
$1.94M +$43.1K +2,040 +2%
UCFA
107
United Capital Financial Advisors
Texas
$1.93M +$176K +8,345 +10%
CTA
108
Chesley Taft & Associates
Illinois
$1.85M +$186K +8,800 +11%
BFIM
109
Beese Fulmer Investment Management
Ohio
$1.84M +$178K +8,408 +11%
BAM
110
Belpointe Asset Management
Nevada
$1.81M +$156K +7,371 +9%
ABC
111
Associated Banc-Corp
Wisconsin
$1.79M +$153K +7,261 +9%
Cambridge Investment Research Advisors
112
Cambridge Investment Research Advisors
Iowa
$1.76M +$343K +16,261 +24%
MWM
113
Meridian Wealth Management
Kentucky
$1.73M +$227K +10,734 +15%
LWANC
114
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.63M +$323K +15,285 +24%
RBC
115
Romano Brothers & Co
Illinois
$1.61M +$659K +31,183 +68%
RCA
116
Resonant Capital Advisors
Wisconsin
$1.6M +$751K +35,582 +87%
RW
117
REDW Wealth
New Mexico
$1.6M -$55.1K -2,609 -3%
JWCA
118
J.W. Cole Advisors
Florida
$1.57M +$155K +7,349 +11%
BFG
119
Beacon Financial Group
Texas
$1.55M +$59.5K +2,816 +4%
CCM
120
Coldstream Capital Management
Washington
$1.54M
MSWM
121
McGlone Suttner Wealth Management
Wisconsin
$1.53M +$89.5K +4,239 +6%
FFP
122
FourThought Financial Partners
Florida
$1.47M +$685K +32,437 +86%
LF
123
LifePlan Financial
Minnesota
$1.46M +$844K +39,962 +134%
PAS
124
Park Avenue Securities
New York
$1.46M +$1.47M +69,541 New
PIM
125
Penobscot Investment Management
Massachusetts
$1.42M +$147K +6,955 +11%