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iShares iBonds Dec 2031 Term Corporate ETF

112 hedge funds and large institutions have $581M invested in iShares iBonds Dec 2031 Term Corporate ETF in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 55 increasing their positions, 11 reducing their positions, and 7 closing their positions.

Holders
112
Holders Change
+33
Holders Change %
+41.77%
% of All Funds
1.64%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
40
Increased
55
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$1.65M 79,504 +77,508 +3,883%
UCFA
52
United Capital Financial Advisors
Texas
$1.6M 77,250 +77,250 New
PA
53
Parallel Advisors
California
$1.49M 71,830 +71,830 New
Jane Street
54
Jane Street
New York
$1.46M 70,319 -89,767 -56%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$1.45M 69,854 +69,854 New
FCM
56
Fortis Capital Management
Washington
$1.31M 63,275 +63,275 New
ATC
57
Adirondack Trust Company
New York
$1.27M 62,516 +24,932 +66%
LHC
58
Little House Capital
Massachusetts
$1.2M 57,945 -534 -0.9%
CCM
59
Coldstream Capital Management
Washington
$1.08M 52,017 +36,736 +240%
BPA
60
Beacon Pointe Advisors
California
$1.03M 49,763 +38,898 +358%
PA
61
Probity Advisors
Texas
$965K 46,469 +46,469 New
IF
62
Ironwood Financial
Arizona
$927K 44,624 +44,624 New
MML Investors Services
63
MML Investors Services
Massachusetts
$905K 43,596 +10,002 +30%
Wealth Enhancement Advisory Services
64
Wealth Enhancement Advisory Services
Minnesota
$766K 36,886 +354 +1%
CCWA
65
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$762K 36,710 +18,020 +96%
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$760K 36,588 +7,386 +25%
MSWM
67
McGlone Suttner Wealth Management
Wisconsin
$656K 31,578 +15,385 +95%
SWP
68
Summit Wealth Partners
Florida
$606K 29,163 +18,878 +184%
SWP
69
Stratos Wealth Partners
Ohio
$600K 28,879 +28,879 New
BEI
70
Benjamin Edwards Inc
Missouri
$587K 28,277 -191 -0.7%
KHC
71
Koesten Hirschmann & Crabtree
Kansas
$587K 28,257 +28,257 New
MFG
72
Mendota Financial Group
Wisconsin
$580K 27,927 +27,927 New
SP
73
Stonebrook Private
Michigan
$575K 27,683 +27,683 New
FNB
74
Farmers National Bank
Kentucky
$566K 27,227 +1,858 +7%
GCA
75
Gradient Capital Advisors
California
$544K 26,188 +26,188 New