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iShares iBonds Dec 2031 Term Corporate ETF
IBDW

Overview Fund Activity

62 hedge funds and large institutions have $302M invested in iShares iBonds Dec 2031 Term Corporate ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 7 reducing their positions, and 5 closing their positions.

Holders
62
Holders Change
+8
Holders Change %
+14.81%
% of All Funds
0.98%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
36
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
1
NewEdge Advisors
Louisiana
$19M
2
Jane Street
2
Jane Street
New York
$13.1M
3
UBS Group
3
UBS Group
Switzerland
$16.3M
4
CIA
4
Capital Investment Advisors
Georgia
$7.23M
5
Morgan Stanley
5
Morgan Stanley
New York
$9.46M

Top Sellers

1
ACA
1
Aptus Capital Advisors
Alabama
$30.1M
2
KAS
2
Kestra Advisory Services
Texas
$0
3
Invesco
3
Invesco
Georgia
$1.63M
4
CCM
4
Coldstream Capital Management
Washington
$0
5
4FG
5
4Thought Financial Group
New York
$3.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$2.33M +$157K +7,762 +7%
KA
27
Klingman & Associates
New York
$1.69M +$1.69M +83,464 New
Invesco
28
Invesco
Georgia
$1.63M -$556K -27,447 -25%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$1.57M +$132K +6,514 +9%
LPL Financial
30
LPL Financial
California
$1.24M +$511K +25,217 +70%
ACS
31
Archford Capital Strategies
Illinois
$1.19M +$238K +11,758 +25%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$1.03M +$1.03M +50,901 New
LHC
33
Little House Capital
Massachusetts
$1.03M +$59.7K +2,944 +6%
MML Investors Services
34
MML Investors Services
Massachusetts
$762K +$127K +6,264 +20%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$760K +$760K +37,506 New
RJA
36
Raymond James & Associates
Florida
$699K -$54.8K -2,703 -7%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$594K – – –
BEI
38
Benjamin Edwards Inc
Missouri
$584K +$8.91K +440 +2%
TCCM
39
Timber Creek Capital Management
Massachusetts
$479K -$12K -590 -2%
FNB
40
Farmers National Bank
Kentucky
$470K +$51.4K +2,537 +12%
Citadel Advisors
41
Citadel Advisors
Florida
$453K +$453K +22,338 New
ATC
42
Adirondack Trust Company
New York
$441K +$441K +21,788 New
MA
43
MONECO Advisors
Connecticut
$366K – – –
SCA
44
Snowden Capital Advisors
New York
$335K -$36K -1,778 -10%
CA
45
Cetera Advisors
Colorado
$328K +$73K +3,600 +29%
MSWM
46
McGlone Suttner Wealth Management
Wisconsin
$328K +$46.3K +2,285 +16%
PWS
47
Peloton Wealth Strategists
Indiana
$328K +$328K +16,200 New
BONH
48
Bank of New Hampshire
New Hampshire
$304K +$304K +15,000 New
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
$303K +$303K +14,939 New
IWC
50
Integrated Wealth Concepts
Massachusetts
$259K +$259K +12,774 New
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2
3