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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
ACA
1
Aptus Capital Advisors
Alabama
$146M +$11M +523,702 +8%
Morgan Stanley
2
Morgan Stanley
New York
$85.6M +$22.9M +1,085,261 +37%
Bank of America
3
Bank of America
North Carolina
$77.3M +$17.6M +834,257 +30%
CIA
4
Capital Investment Advisors
Georgia
$72.3M +$5.74M +272,570 +9%
CAI
5
Capital Advisors Inc
Oklahoma
$63.5M +$63M +2,991,693 New
VVP
6
Venture Visionary Partners
Ohio
$52.3M +$1.7M +80,524 +3%
SVWA
7
Sarver Vrooman Wealth Advisors
Missouri
$46.3M +$618K +29,327 +1%
Wells Fargo
8
Wells Fargo
California
$44.6M +$4.84M +229,703 +12%
Ameriprise
9
Ameriprise
Minnesota
$44.1M +$10.8M +511,560 +33%
Raymond James Financial
10
Raymond James Financial
Florida
$40.1M +$13.3M +630,126 +50%
SF
11
Summit Financial
New Jersey
$36.9M +$36.6M +1,739,411 New
SIC
12
Sigma Investment Counselors
Michigan
$35.9M +$1.49M +70,971 +4%
ACM
13
Advisors Capital Management
New Jersey
$33.4M +$2.5M +118,681 +8%
SL
14
Summitry LLC
California
$32.1M +$379K +17,984 +1%
UBS Group
15
UBS Group
Switzerland
$30.3M +$3.8M +180,222 +14%
KA
16
Klingman & Associates
New York
$30.1M +$2.28M +108,483 +8%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$27.8M +$3.04M +144,496 +12%
NA
18
NewEdge Advisors
Louisiana
$24.1M +$5.53M +262,710 +30%
SVWAG
19
Sound View Wealth Advisors Group
Georgia
$20.2M +$1.45M +68,818 +8%
VBFG
20
Vishria Bird Financial Group
Tennessee
$19.4M +$19.2M +912,481 New
HighTower Advisors
21
HighTower Advisors
Illinois
$18.5M +$611K +28,995 +3%
EFP
22
Envision Financial Planning
Tennessee
$18M +$2.57M +122,079 +17%
US Bancorp
23
US Bancorp
Minnesota
$17M -$170K -8,084 -1%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$17M +$2.21M +105,146 +15%
MCM
25
MV Capital Management
Maryland
$16M +$1.02M +48,612 +7%