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iShares iBonds Dec 2031 Term Corporate ETF
IBDW

Overview Fund Activity

153 hedge funds and large institutions have $869M invested in iShares iBonds Dec 2031 Term Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 102 increasing their positions, 15 reducing their positions, and 2 closing their positions.

Holders
153
Holders Change
+12
Holders Change %
+8.51%
% of All Funds
2.21%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
18
Increased
102
Reduced
15
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
1
Aptus Capital Advisors
Alabama
$75.3M
2
CIM
2
Confluence Investment Management
Missouri
$10.5M
3
US Bancorp
3
US Bancorp
Minnesota
$13.6M
4
CIA
4
Capital Investment Advisors
Georgia
$46.7M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$27.6M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$2.27M
2
Jane Street
2
Jane Street
New York
$1.9M
3
NA
3
NewEdge Advisors
Louisiana
$19.6M
4
Lido Advisors
4
Lido Advisors
California
$15.3M
5
SFS
5
Sowell Financial Services
Arkansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$10.5M 494,253 +100,244 +25%
CIM
27
Confluence Investment Management
Missouri
$10.5M 493,656 +493,656 New
RJA
28
Raymond James & Associates
Florida
$8.49M 400,211 +150,948 +61%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$7.15M 337,146 +18,403 +6%
Ameriprise
30
Ameriprise
Minnesota
$7.06M 334,041 +29,156 +10%
GPA
31
Guidance Point Advisors
Massachusetts
$6.78M 319,297 -18,127 -5%
SCA
32
Snowden Capital Advisors
New York
$6.55M 308,801 +19,701 +7%
KTM
33
Keeler Thomas Management
Utah
$6.1M 287,613 +3,883 +1%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$5.38M 253,473 +65,250 +35%
SSB
35
Sandy Spring Bank
Maryland
$5.17M 243,773 +28,555 +13%
PRWA
36
Platte River Wealth Advisors
Colorado
$4.78M 225,338 +3,311 +1%
4FG
37
4Thought Financial Group
New York
$4.61M 217,182 +2,836 +1%
PA
38
Parallel Advisors
California
$4.52M 213,033 +78,022 +58%
KAS
39
Kestra Advisory Services
Texas
$4.48M 210,971 +7,764 +4%
KF
40
Krilogy Financial
Missouri
$4.48M 210,953 +10,255 +5%
SCM
41
Seascape Capital Management
New Hampshire
$4.14M 195,236 -8,021 -4%
BEI
42
Benjamin Edwards Inc
Missouri
$4M 188,558 +156,894 +495%
LPL Financial
43
LPL Financial
California
$3.9M 183,769 +34,077 +23%
RW
44
REDW Wealth
New Mexico
$3.79M 178,648 +3,687 +2%
SWMG
45
Signature Wealth Management Group
Georgia
$3.52M 165,854 +5,801 +4%
LWM
46
Lyell Wealth Management
California
$3.52M 165,800 +138,250 +502%
MIM
47
Moseley Investment Management
Florida
$3.49M 164,300 +92,786 +130%
PWP
48
Precedent Wealth Partners
Texas
$3.34M 157,176 +22,527 +17%
ST
49
Sabal Trust
Florida
$3.22M 151,542 +66,279 +78%
PWS
50
Peloton Wealth Strategists
Indiana
$3.13M 147,700 +27,700 +23%
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