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iShares iBonds Dec 2031 Term Treasury ETF
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Overview Fund Activity

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
–

Top Buyers

1
TPWA
TRUE Private Wealth Advisors
Oregon
$39.1M
2
Bank of America
Bank of America
North Carolina
$17.9M
3
UCFA
United Capital Financial Advisors
Texas
$2.8M
4
PA
Probity Advisors
Texas
$7.28M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.28M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$7.25M
2
FTUS
Flow Traders U.S.
New York
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$0
4
LPL Financial
LPL Financial
California
$1.66M
5
Wells Fargo
Wells Fargo
California
$44.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$44.6M -$741K -36,137 -2%
TPWA
2
TRUE Private Wealth Advisors
Oregon
$39.1M +$4.99M +243,356 +15%
FDCDDQ
3
Federation des caisses Desjardins du Quebec
Quebec, Canada
$36.5M +$462K +22,516 +1%
Bank of America
4
Bank of America
North Carolina
$17.9M +$1.72M +83,821 +11%
KF
5
Krilogy Financial
Missouri
$11.7M -$99.4K -4,848 -0.8%
Morgan Stanley
6
Morgan Stanley
New York
$8.37M +$136K +6,642 +2%
SCA
7
Snowden Capital Advisors
New York
$7.7M +$11.1K +540 +0.1%
PA
8
Probity Advisors
Texas
$7.28M +$1.44M +70,473 +25%
Ameriprise
9
Ameriprise
Minnesota
$7.25M -$3.55M -173,134 -33%
HC
10
Headland Capital
South Carolina
$7.03M +$328K +15,998 +5%
PAS
11
Park Avenue Securities
New York
$6.81M +$1.09M +53,005 +19%
CIM
12
Confluence Investment Management
Missouri
$6.25M -$41.8K -2,038 -0.7%
UBS Group
13
UBS Group
Switzerland
$5.78M -$26.4K -1,286 -0.5%
FA
14
Fagan Associates
New York
$5.48M +$356K +17,380 +7%
FF
15
Foronjy Financial
California
$5.33M +$5.33M +259,886 New
SCM
16
Spreng Capital Management
Ohio
$5.16M +$300K +14,636 +6%
HighTower Advisors
17
HighTower Advisors
Illinois
$4.88M -$6.48K -316 -0.1%
YWM
18
Yoder Wealth Management
California
$4.19M +$702K +34,255 +20%
EH
19
Equitable Holdings
New York
$3.69M +$25.6K +1,251 +0.7%
SWM
20
Stockman Wealth Management
Montana
$3.66M +$397K +19,375 +12%
AWP
21
Accretive Wealth Partners
New Jersey
$3.28M +$188K +9,152 +6%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$3.28M +$1.42M +69,284 +76%
CTC
23
Central Trust Company
Missouri
$2.87M -$66.8K -3,257 -2%
UCFA
24
United Capital Financial Advisors
Texas
$2.8M +$1.46M +70,995 +108%
PA
25
Parallel Advisors
California
$2.77M +$294K +14,318 +12%
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