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iShares iBonds Dec 2031 Term Treasury ETF

95 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 11 funds opening new positions, 45 increasing their positions, 25 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+7
Holders Change %
+7.95%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
45
Reduced
25
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BEI
51
Benjamin Edwards Inc
Missouri
$592K +$90.1K +4,396 +18%
IWC
52
Integrated Wealth Concepts
Massachusetts
$542K +$1.35K +66 +0.3%
CIA
53
Compass Ion Advisors
Pennsylvania
$537K
LWL
54
Leo Wealth LLC
Texas
$488K +$488K +23,813 New
CSP
55
Cary Street Partners
Virginia
$461K -$15.2K -740 -3%
SWP
56
Summit Wealth Partners
Florida
$419K
Cerity Partners
57
Cerity Partners
New York
$394K -$1.76K -86 -0.4%
JCM
58
Jacobi Capital Management
Pennsylvania
$365K +$7.77K +379 +2%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$329K +$329K +16,046 New
VWA
60
Visionary Wealth Advisors
Illinois
$326K +$326K +15,926 New
Citadel Advisors
61
Citadel Advisors
Florida
$298K -$240K -11,706 -45%
RWP
62
Reliant Wealth Planning
Kentucky
$297K +$297K +14,470 New
CA
63
CGN Advisors
Kansas
$272K +$1.5K +73 +0.6%
HI
64
Harbour Investments
Wisconsin
$268K +$92.1K +4,494 +52%
JIP
65
Jaffetilchin Investment Partners
Florida
$268K +$2.69K +131 +1%
LIM
66
Leavell Investment Management
Alabama
$260K +$260K +12,665 New
JSA
67
Jim Saulnier & Associates
Colorado
$237K +$2.36K +115 +1%
CCWA
68
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$236K -$185 -9 -0.1%
Mercer Global Advisors
69
Mercer Global Advisors
Colorado
$235K +$235K +11,478 New
R
70
Rebalance
California
$224K +$224K +10,919 New
SWP
71
Stratos Wealth Partners
Ohio
$221K -$5.17K -252 -2%
CCM
72
Coldstream Capital Management
Washington
$220K
GPA
73
Guidance Point Advisors
Massachusetts
$212K +$554 +27 +0.3%
DWM
74
DecisionMap Wealth Management
Virginia
$201K +$201K +9,822 New
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$172K +$40.9K +2,000 +31%