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iShares iBonds Dec 2031 Term Corporate ETF

128 hedge funds and large institutions have $637M invested in iShares iBonds Dec 2031 Term Corporate ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 81 increasing their positions, 14 reducing their positions, and 4 closing their positions.

Holders
128
Holders Change
+16
Holders Change %
+14.29%
% of All Funds
1.86%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
20
Increased
81
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PWS
51
Peloton Wealth Strategists
Indiana
$2.22M +$123K +6,000 +6%
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$2.09M +$463K +22,594 +28%
SWP
53
Stratos Wealth Partners
Ohio
$2.08M +$1.49M +72,852 +252%
PA
54
Probity Advisors
Texas
$1.77M +$821K +40,092 +86%
UCFA
55
United Capital Financial Advisors
Texas
$1.57M -$11.2K -545 -0.7%
QFA
56
Quantum Financial Advisors
California
$1.5M +$1.5M +73,214 New
Jane Street
57
Jane Street
New York
$1.47M +$33K +1,609 +2%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$1.43M +$2.38K +116 +0.2%
IF
59
Ironwood Financial
Arizona
$1.43M +$517K +25,248 +57%
ATC
60
Adirondack Trust Company
New York
$1.39M +$106K +5,175 +8%
FCM
61
Fortis Capital Management
Washington
$1.37M +$70.2K +3,428 +5%
BPA
62
Beacon Pointe Advisors
California
$1.33M +$312K +15,229 +31%
Mariner
63
Mariner
Kansas
$1.22M +$784K +38,240 +180%
CCM
64
Coldstream Capital Management
Washington
$1.22M +$150K +7,336 +14%
MSWM
65
McGlone Suttner Wealth Management
Wisconsin
$1.16M +$509K +24,852 +79%
PSIWM
66
Paradigm Strategies in Wealth Management
Minnesota
$1.1M +$878K +42,837 +396%
LHC
67
Little House Capital
Massachusetts
$1.02M -$167K -8,129 -14%
Wealth Enhancement Advisory Services
68
Wealth Enhancement Advisory Services
Minnesota
$976K +$221K +10,769 +29%
SP
69
Stonebrook Private
Michigan
$968K +$400K +19,536 +71%
MIM
70
Moseley Investment Management
Florida
$953K +$571K +27,844 +149%
MML Investors Services
71
MML Investors Services
Massachusetts
$922K +$28.6K +1,397 +3%
MFG
72
Mendota Financial Group
Wisconsin
$868K +$295K +14,415 +52%
LNC
73
Lincoln National Corp
Pennsylvania
$785K +$785K +38,287 New
CCWA
74
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$777K +$25.3K +1,233 +3%
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$746K -$3.93K -192 -0.5%