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iShares iBonds Dec 2031 Term Corporate ETF
IBDW

Overview Fund Activity

178 hedge funds and large institutions have $984M invested in iShares iBonds Dec 2031 Term Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 107 increasing their positions, 17 reducing their positions, and 5 closing their positions.

Holders
178
Holders Change
+25
Holders Change %
+16.34%
% of All Funds
2.37%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
35
Increased
107
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
1
Aptus Capital Advisors
Alabama
$108M
2
SL
2
Summitry LLC
California
$27.9M
3
MFWM
3
Motley Fool Wealth Management
Virginia
$13.8M
4
ACM
4
Advisors Capital Management
New Jersey
$25M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$19.5M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
RW
2
REDW Wealth
New Mexico
$2.33M
3
US Bancorp
3
US Bancorp
Minnesota
$12.7M
4
SPWG
4
Syntegra Private Wealth Group
Missouri
$0
5
PSIWM
5
Paradigm Strategies in Wealth Management
Minnesota
$1.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$12.3M -$195K -9,587 -2%
HighTower Advisors
27
HighTower Advisors
Illinois
$11.5M +$1.03M +50,467 +10%
CIM
28
Confluence Investment Management
Missouri
$10.1M +$60.2K +2,958 +0.6%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$7.22M +$355K +17,447 +5%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$6.71M +$1.55M +76,375 +30%
GPA
31
Guidance Point Advisors
Massachusetts
$6.64M +$147K +7,206 +2%
SCA
32
Snowden Capital Advisors
New York
$6.56M +$278K +13,641 +4%
KTM
33
Keeler Thomas Management
Utah
$5.81M -$43.4K -2,134 -0.7%
LPL Financial
34
LPL Financial
California
$5.73M +$1.99M +97,776 +53%
PA
35
Parallel Advisors
California
$5.18M +$843K +41,435 +19%
SSB
36
Sandy Spring Bank
Maryland
$5.17M +$214K +10,492 +4%
Citadel Advisors
37
Citadel Advisors
Florida
$4.89M +$2.72M +133,511 +125%
LWM
38
Lyell Wealth Management
California
$4.82M +$1.45M +71,175 +43%
KAS
39
Kestra Advisory Services
Texas
$4.66M +$363K +17,860 +8%
4FG
40
4Thought Financial Group
New York
$4.53M +$110K +5,425 +2%
KF
41
Krilogy Financial
Missouri
$4.46M +$170K +8,347 +4%
ST
42
Sabal Trust
Florida
$4.46M +$1.38M +67,687 +45%
SCM
43
Seascape Capital Management
New Hampshire
$4.04M +$67.2K +3,304 +2%
BEI
44
Benjamin Edwards Inc
Missouri
$3.98M +$147K +7,203 +4%
SWMG
45
Signature Wealth Management Group
Georgia
$3.92M +$550K +27,012 +16%
PA
46
Probity Advisors
Texas
$3.68M +$1.18M +58,092 +47%
MIM
47
Moseley Investment Management
Florida
$3.57M +$227K +11,167 +7%
EWM
48
Executive Wealth Management
Michigan
$3.55M +$981K +48,203 +38%
PWS
49
Peloton Wealth Strategists
Indiana
$3.46M +$454K +22,300 +15%
HCM
50
Howland Capital Management
Massachusetts
$3.38M +$964K +47,395 +40%
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