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iShares iBonds Dec 2031 Term Corporate ETF

259 hedge funds and large institutions have $1.71B invested in iShares iBonds Dec 2031 Term Corporate ETF in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 151 increasing their positions, 38 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

297% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 38

242% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 12

17% more capital invested

Capital invested by funds: $1.46B → $1.71B (+$248M)

12% more funds holding

Funds holding: 232259 (+27)

2.53% more ownership

Funds ownership: 79.36%81.9% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
259
Holders Change
+27
Holders Change %
+11.64%
% of All Funds
3.15%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
41
Increased
151
Reduced
38
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$154M +$7.98M +376,635 +5%
Morgan Stanley
2
Morgan Stanley
New York
$98.9M +$13.6M +643,987 +16%
Bank of America
3
Bank of America
North Carolina
$88.5M +$11.5M +541,699 +15%
CIA
4
Capital Investment Advisors
Georgia
$77.1M +$5.14M +242,512 +7%
CAI
5
Capital Advisors Inc
Oklahoma
$65.3M +$2.07M +97,902 +3%
VVP
6
Venture Visionary Partners
Ohio
$56.3M +$3.7M +174,421 +7%
Raymond James Financial
7
Raymond James Financial
Florida
$53.7M +$13.8M +652,300 +35%
Wells Fargo
8
Wells Fargo
California
$48.3M +$3.9M +184,124 +9%
Ameriprise
9
Ameriprise
Minnesota
$46.8M +$3M +141,607 +7%
SVWA
10
Sarver Vrooman Wealth Advisors
Missouri
$46.2M +$122K +5,750 +0.3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$41.2M +$13.6M +640,849 +49%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$41.1M +$38.8M +1,832,472 +1,687%
SF
13
Summit Financial
New Jersey
$38.6M +$1.85M +87,085 +5%
SIC
14
Sigma Investment Counselors
Michigan
$37.1M +$1.34M +63,072 +4%
UBS Group
15
UBS Group
Switzerland
$35.2M +$5.03M +237,256 +17%
ACM
16
Advisors Capital Management
New Jersey
$35.2M +$1.92M +90,697 +6%
KA
17
Klingman & Associates
New York
$33.4M +$3.4M +160,425 +11%
SL
18
Summitry LLC
California
$32.8M +$755K +35,625 +2%
HighTower Advisors
19
HighTower Advisors
Illinois
$25.6M +$7.23M +340,976 +39%
NA
20
NewEdge Advisors
Louisiana
$25.3M +$1.25M +59,126 +5%
SVWAG
21
Sound View Wealth Advisors Group
Georgia
$23.7M +$3.5M +165,152 +17%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$18M +$1.13M +53,172 +7%
US Bancorp
23
US Bancorp
Minnesota
$18M +$1.01M +47,742 +6%
WIC
24
Woodmont Investment Counsel
Tennessee
$17.2M +$4.42M +208,793 +35%
MCM
25
MV Capital Management
Maryland
$16.5M +$614K +28,960 +4%