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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 %
BEI
51
Benjamin Edwards Inc
Missouri
$592K 28,877 +4,396 +18%
IWC
52
Integrated Wealth Concepts
Massachusetts
$542K 26,436 +66 +0.3%
CIA
53
Compass Ion Advisors
Pennsylvania
$537K 26,181
LWL
54
Leo Wealth LLC
Texas
$488K 23,813 +23,813 New
CSP
55
Cary Street Partners
Virginia
$461K 22,474 -740 -3%
SWP
56
Summit Wealth Partners
Florida
$419K 20,416
Cerity Partners
57
Cerity Partners
New York
$394K 19,219 -86 -0.4%
JCM
58
Jacobi Capital Management
Pennsylvania
$365K 17,787 +379 +2%
VWA
59
Visionary Wealth Advisors
Illinois
$326K 15,926 +15,926 New
Citadel Advisors
60
Citadel Advisors
Florida
$298K 14,543 -11,706 -45%
RWP
61
Reliant Wealth Planning
Kentucky
$297K 14,470 +14,470 New
CA
62
CGN Advisors
Kansas
$272K 13,287 +73 +0.6%
HI
63
Harbour Investments
Wisconsin
$268K 13,089 +4,494 +52%
JIP
64
Jaffetilchin Investment Partners
Florida
$268K 13,064 +131 +1%
LIM
65
Leavell Investment Management
Alabama
$260K 12,665 +12,665 New
JSA
66
Jim Saulnier & Associates
Colorado
$237K 11,562 +115 +1%
CCWA
67
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$236K 11,489 -9 -0.1%
Mercer Global Advisors
68
Mercer Global Advisors
Colorado
$235K 11,478 +11,478 New
R
69
Rebalance
California
$224K 10,919 +10,919 New
SWP
70
Stratos Wealth Partners
Ohio
$221K 10,757 -252 -2%
CCM
71
Coldstream Capital Management
Washington
$220K 10,732
GPA
72
Guidance Point Advisors
Massachusetts
$212K 10,327 +27 +0.3%
DWM
73
DecisionMap Wealth Management
Virginia
$201K 9,822 +9,822 New
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$172K 8,407 +2,000 +31%
TC
75
Trust Company
Kansas
$172K 8,369 -3 -0%