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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
SWP
76
Summit Wealth Partners
Florida
$419K
VWA
77
Visionary Wealth Advisors
Illinois
$409K -$29.6K -1,436 -7%
CAPTRUST Financial Advisors
78
CAPTRUST Financial Advisors
North Carolina
$398K +$399K +19,379 New
JCM
79
Jacobi Capital Management
Pennsylvania
$396K +$28.4K +1,380 +8%
HI
80
Harbour Investments
Wisconsin
$380K +$109K +5,273 +40%
Osaic Holdings
81
Osaic Holdings
Arizona
$363K +$55.7K +2,701 +18%
KIM
82
Kestra Investment Management
Texas
$347K -$2.86K -139 -0.8%
RWP
83
Reliant Wealth Planning
Kentucky
$347K +$50K +2,428 +17%
DWM
84
DecisionMap Wealth Management
Virginia
$343K +$142K +6,899 +70%
CA
85
CGN Advisors
Kansas
$323K +$49.9K +2,424 +18%
TAM
86
Titleist Asset Management
Texas
$304K +$305K +14,794 New
JIP
87
Jaffetilchin Investment Partners
Florida
$274K +$3.54K +172 +1%
GPA
88
Guidance Point Advisors
Massachusetts
$264K +$5.61K +272 +2%
CIA
89
Capital Investment Advisors
Georgia
$250K +$251K +12,162 New
BW
90
BIP Wealth
Georgia
$247K +$248K +12,033 New
CCWA
91
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$236K
R
92
Rebalance
California
$226K -$41 -2 -0%
CCM
93
Coldstream Capital Management
Washington
$220K
Koshinski Asset Management
94
Koshinski Asset Management
Illinois
$213K +$214K +10,384 New
TC
95
Trust Company
Kansas
$172K +$21 +1 +0%
AUB
96
Atlantic Union Bankshares
Virginia
$156K
BC
97
Barrett & Company
Rhode Island
$114K +$114K +5,545 New
HBT
98
Hills Bank & Trust
Iowa
$106K +$1.67K +81 +2%
PWA
99
Physician Wealth Advisors
Utah
$103K
CTWM
100
Cherry Tree Wealth Management
Minnesota
$90.3K +$9.93K +482 +12%