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iShares iBonds Dec 2031 Term Treasury ETF

94 hedge funds and large institutions have $297M invested in iShares iBonds Dec 2031 Term Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 25 reducing their positions, and 3 closing their positions.

Holders
94
Holders Change
+6
Holders Change %
+6.82%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
45
Reduced
25
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$44.6M 2,177,285 -36,137 -2%
TPWA
2
TRUE Private Wealth Advisors
Oregon
$39.1M 1,908,678 +243,356 +15%
FDCDDQ
3
Federation des caisses Desjardins du Quebec
Quebec, Canada
$36.5M 1,780,959 +22,516 +1%
Bank of America
4
Bank of America
North Carolina
$17.9M 874,112 +83,821 +11%
KF
5
Krilogy Financial
Missouri
$11.7M 571,543 -4,848 -0.8%
Morgan Stanley
6
Morgan Stanley
New York
$8.37M 408,369 +6,642 +2%
SCA
7
Snowden Capital Advisors
New York
$7.7M 375,510 +540 +0.1%
PA
8
Probity Advisors
Texas
$7.28M 355,015 +70,473 +25%
Ameriprise
9
Ameriprise
Minnesota
$7.25M 353,455 -173,134 -33%
HC
10
Headland Capital
South Carolina
$7.03M 343,097 +15,998 +5%
PAS
11
Park Avenue Securities
New York
$6.81M 331,946 +53,005 +19%
CIM
12
Confluence Investment Management
Missouri
$6.25M 304,901 -2,038 -0.7%
UBS Group
13
UBS Group
Switzerland
$5.78M 282,110 -1,286 -0.5%
FA
14
Fagan Associates
New York
$5.48M 267,559 +17,380 +7%
FF
15
Foronjy Financial
California
$5.33M 259,886 +259,886 New
SCM
16
Spreng Capital Management
Ohio
$5.16M 251,692 +14,636 +6%
HighTower Advisors
17
HighTower Advisors
Illinois
$4.88M 237,894 -316 -0.1%
YWM
18
Yoder Wealth Management
California
$4.19M 204,491 +34,255 +20%
EH
19
Equitable Holdings
New York
$3.69M 180,000 +1,251 +0.7%
SWM
20
Stockman Wealth Management
Montana
$3.66M 178,712 +19,375 +12%
AWP
21
Accretive Wealth Partners
New Jersey
$3.28M 160,202 +9,152 +6%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$3.28M 160,052 +69,284 +76%
CTC
23
Central Trust Company
Missouri
$2.87M 139,972 -3,257 -2%
UCFA
24
United Capital Financial Advisors
Texas
$2.8M 136,608 +70,995 +108%
PA
25
Parallel Advisors
California
$2.77M 134,996 +14,318 +12%