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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
CSP
176
Cary Street Partners
Virginia
$314K +$9.94K +472 +3%
RW
177
RVW Wealth
California
$302K +$11.4K +539 +4%
LCC
178
Lincoln Capital Corp
Rhode Island
$287K -$22.5K -1,070 -7%
PWA
179
Provenance Wealth Advisors
Florida
$278K
GWA
180
Gratus Wealth Advisors
Virginia
$269K
XF
181
XML Financial
Maryland
$262K +$260K +12,347 New
AWP
182
Accretive Wealth Partners
New Jersey
$260K +$55.4K +2,632 +27%
MWM
183
MinichMacGregor Wealth Management
New York
$259K
CPIG
184
Chicago Partners Investment Group
Illinois
$252K +$248K +11,788 New
GCG
185
Gilbert Capital Group
Maine
$249K +$247K +11,721 New
KNW
186
Kesler Norman & Wride
Utah
$242K
RWP
187
Reliant Wealth Planning
Kentucky
$236K
NL
188
NWAM LLC
Washington
$234K +$2.55K +121 +1%
Truist Financial
189
Truist Financial
North Carolina
$229K +$5.5K +261 +2%
MML Investors Services
190
MML Investors Services
Massachusetts
$228K -$214K -10,155 -49%
PGAM
191
Princeton Global Asset Management
New Jersey
$224K +$1.47K +70 +0.7%
JBA
192
Johnson Bixby & Associates
Washington
$224K +$2.63K +125 +1%
AI
193
Atria Investments
North Carolina
$219K +$7.9K +375 +4%
BBHC
194
Brown Brothers Harriman & Co
New York
$219K
SC
195
Scotia Capital
Ontario, Canada
$212K
SFB
196
STAR Financial Bank
Indiana
$211K -$1.68M -79,950 -89%
ACM
197
Absolute Capital Management
Pennsylvania
$209K +$208K +9,861 New
AFG
198
Atomi Financial Group
New York
$204K +$202K +9,599 New
TFS
199
Thoroughbred Financial Services
Tennessee
$203K -$67.3K -3,193 -25%
4WM
200
4J Wealth Management
Virginia
$203K