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iShares iBonds Dec 2031 Term Treasury ETF

120 hedge funds and large institutions have $351M invested in iShares iBonds Dec 2031 Term Treasury ETF in 2025 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 59 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

195% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 20

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

10% more funds holding

Funds holding: 109120 (+11)

4% more capital invested

Capital invested by funds: $337M → $351M (+$13.2M)

0.11% less ownership

Funds ownership: 77.92%77.81% (-0.11%)

Holders
120
Holders Change
+11
Holders Change %
+10.09%
% of All Funds
1.46%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
23
Increased
59
Reduced
20
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
26
Whalen Wealth Management
Nevada
$4.05M +$4.06M +197,091 New
TFS
27
Thoroughbred Financial Services
Tennessee
$3.85M +$852K +41,354 +28%
PA
28
Parallel Advisors
California
$3.5M +$477K +23,145 +16%
AWP
29
Accretive Wealth Partners
New Jersey
$3.46M +$102K +4,943 +3%
CTC
30
Central Trust Company
Missouri
$3.39M +$345K +16,719 +11%
ADL
31
Asset Dedication LLC
California
$2.94M +$2.24M +108,693 +313%
TRCT
32
Tower Research Capital (TRC)
New York
$2.81M +$2.82M +137,084 New
Goldman Sachs
33
Goldman Sachs
New York
$2.78M +$1.35M +65,511 +94%
Stifel Financial
34
Stifel Financial
Missouri
$2.48M +$323K +15,656 +15%
BFO
35
Boston Family Office
Massachusetts
$2.16M +$211K +10,227 +11%
KTM
36
Keeler Thomas Management
Utah
$1.88M +$19.8K +961 +1%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$1.83M +$1.02M +49,675 +125%
FNBOO
38
First National Bank of Omaha
Nebraska
$1.74M +$1.74M +84,617 New
HCM
39
Howland Capital Management
Massachusetts
$1.71M +$79.3K +3,850 +5%
Citadel Advisors
40
Citadel Advisors
Florida
$1.6M -$96.5K -4,682 -6%
Creative Planning
41
Creative Planning
Kansas
$1.56M -$785K -38,099 -33%
PAG
42
Private Advisor Group
New Jersey
$1.49M +$1.49M +72,538 New
SAM
43
Smartleaf Asset Management
Massachusetts
$1.49M +$1.49M +72,300 New
LPL Financial
44
LPL Financial
California
$1.36M -$384K -18,644 -22%
E3F
45
Eight 31 Financial
Texas
$1.32M -$96.8K -4,698 -7%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$1.22M +$177K +8,578 +17%
LAM
47
L2 Asset Management
Massachusetts
$1.22M +$65.8K +3,194 +6%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$1.17M +$597K +28,983 +103%
Financial Engines Advisors
49
Financial Engines Advisors
California
$1.16M +$344K +16,693 +42%
VA
50
Valmark Advisers
Ohio
$1.14M +$1.14M +55,470 New