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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
Holders
120
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$37.5M
2 -$2.47M
3 -$2.15M
4
UBS Group
UBS Group
Switzerland
-$1.84M
5
Morgan Stanley
Morgan Stanley
New York
-$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
76
Summit Wealth Partners
Florida
$419K
VWA
77
Visionary Wealth Advisors
Illinois
$409K
CAPTRUST Financial Advisors
78
CAPTRUST Financial Advisors
North Carolina
$398K
JCM
79
Jacobi Capital Management
Pennsylvania
$396K
HI
80
Harbour Investments
Wisconsin
$380K
Osaic Holdings
81
Osaic Holdings
Arizona
$363K
KIM
82
Kestra Investment Management
Texas
$347K
RWP
83
Reliant Wealth Planning
Kentucky
$347K
DWM
84
DecisionMap Wealth Management
Virginia
$343K
CA
85
CGN Advisors
Kansas
$323K
TAM
86
Titleist Asset Management
Texas
$304K
JIP
87
Jaffetilchin Investment Partners
Florida
$274K
GPA
88
Guidance Point Advisors
Massachusetts
$264K
CIA
89
Capital Investment Advisors
Georgia
$250K
BW
90
BIP Wealth
Georgia
$247K
CCWA
91
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$236K
R
92
Rebalance
California
$226K
CCM
93
Coldstream Capital Management
Washington
$220K
Koshinski Asset Management
94
Koshinski Asset Management
Illinois
$213K
TC
95
Trust Company
Kansas
$172K
AUB
96
Atlantic Union Bankshares
Virginia
$156K
BC
97
Barrett & Company
Rhode Island
$114K
HBT
98
Hills Bank & Trust
Iowa
$106K
PWA
99
Physician Wealth Advisors
Utah
$103K
CTWM
100
Cherry Tree Wealth Management
Minnesota
$90.3K