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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
Wells Fargo
1
Wells Fargo
California
$50.2M +$3.93M +190,695 +8%
TPWA
2
TRUE Private Wealth Advisors
Oregon
$39.8M +$255K +12,358 +0.6%
Bank of America
3
Bank of America
North Carolina
$15.9M -$680K -32,994 -4%
KF
4
Krilogy Financial
Missouri
$13.9M +$600K +29,126 +4%
Morgan Stanley
5
Morgan Stanley
New York
$13.6M -$1.22M -59,230 -8%
NA
6
NewEdge Advisors
Louisiana
$12.5M +$1.37M +66,272 +12%
Ameriprise
7
Ameriprise
Minnesota
$9.75M -$424K -20,593 -4%
CIM
8
Confluence Investment Management
Missouri
$9.64M +$3.55M +172,520 +58%
PA
9
Probity Advisors
Texas
$9.27M +$924K +44,861 +11%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$8.3M +$3.29M +159,435 +65%
SCA
11
Snowden Capital Advisors
New York
$8.16M +$349K +16,921 +4%
Raymond James Financial
12
Raymond James Financial
Florida
$7.7M +$6.51M +316,027 +537%
LPT
13
Legacy Private Trust
Wisconsin
$7.68M +$7.71M +374,400 New
HC
14
Headland Capital
South Carolina
$7.52M +$214K +10,405 +3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$7.04M +$4.34M +210,391 +158%
HighTower Advisors
16
HighTower Advisors
Illinois
$7.01M +$1.62M +78,482 +30%
UCFA
17
United Capital Financial Advisors
Texas
$6.52M +$1.92M +93,064 +41%
FF
18
Foronjy Financial
California
$6.33M +$329K +15,986 +5%
PAS
19
Park Avenue Securities
New York
$6.06M -$2.15M -104,381 -26%
SCM
20
Spreng Capital Management
Ohio
$5.57M +$314K +15,224 +6%
FA
21
Fagan Associates
New York
$5.57M +$91.2K +4,427 +2%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$4.5M +$1.89M +91,675 +72%
SWM
23
Stockman Wealth Management
Montana
$4.47M +$495K +24,035 +12%
YWM
24
Yoder Wealth Management
California
$4.44M -$91.3K -4,430 -2%
UBS Group
25
UBS Group
Switzerland
$4.1M -$1.84M -89,096 -31%