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iShares iBonds Dec 2031 Term Corporate ETF
IBDW

Overview Fund Activity

141 hedge funds and large institutions have $728M invested in iShares iBonds Dec 2031 Term Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 87 increasing their positions, 22 reducing their positions, and 7 closing their positions.

Holders
141
Holders Change
+13
Holders Change %
+10.16%
% of All Funds
2.05%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
20
Increased
87
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$70.9M
2
ACA
2
Aptus Capital Advisors
Alabama
$52.2M
3
Citadel Advisors
3
Citadel Advisors
Florida
$6.59M
4
CIA
4
Capital Investment Advisors
Georgia
$38.8M
5
Jane Street
5
Jane Street
New York
$6.18M

Top Sellers

1
SL
1
Summitry LLC
California
$12.4M
2
Bank of America
2
Bank of America
North Carolina
$40.7M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
CCM
4
Coldstream Capital Management
Washington
$0
5
UBS Group
5
UBS Group
Switzerland
$17.5M
Name Market Value Shares Shares
Change 		Shares
Change %
CA
51
CGN Advisors
Kansas
$2.65M 130,446 +4,212 +3%
PWS
52
Peloton Wealth Strategists
Indiana
$2.44M 120,000 +11,500 +11%
ACS
53
Archford Capital Strategies
Illinois
$2.36M 116,283 +5,223 +5%
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$2.31M 113,662 +11,564 +11%
PA
55
Probity Advisors
Texas
$2.2M 108,212 +21,651 +25%
SWP
56
Stratos Wealth Partners
Ohio
$2.16M 106,365 +4,634 +5%
ST
57
Sabal Trust
Florida
$1.73M 85,263 +85,263 New
BPA
58
Beacon Pointe Advisors
California
$1.73M 85,193 +20,201 +31%
IF
59
Ironwood Financial
Arizona
$1.71M 84,398 +14,526 +21%
QFA
60
Quantum Financial Advisors
California
$1.55M 76,258 +3,044 +4%
HCM
61
Howland Capital Management
Massachusetts
$1.52M 75,080 +75,080 New
Mariner
62
Mariner
Kansas
$1.47M 72,298 +12,850 +22%
MIM
63
Moseley Investment Management
Florida
$1.45M 71,514 +24,989 +54%
FCM
64
Fortis Capital Management
Washington
$1.41M 69,320 +2,617 +4%
UCFA
65
United Capital Financial Advisors
Texas
$1.29M 63,435 -13,270 -17%
PSIWM
66
Paradigm Strategies in Wealth Management
Minnesota
$1.28M 63,215 +9,571 +18%
SP
67
Stonebrook Private
Michigan
$1.25M 61,811 +14,592 +31%
LHC
68
Little House Capital
Massachusetts
$1.15M 56,726 +6,910 +14%
Wealth Enhancement Advisory Services
69
Wealth Enhancement Advisory Services
Minnesota
$995K 49,017 +1,362 +3%
Osaic Holdings
70
Osaic Holdings
Arizona
$993K 48,952 +43,188 +749%
NC
71
NovaPoint Capital
Georgia
$883K 43,520 +43,520 New
MFG
72
Mendota Financial Group
Wisconsin
$870K 42,882 +540 +1%
MML Investors Services
73
MML Investors Services
Massachusetts
$811K 39,968 -5,025 -11%
CCWA
74
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$807K 39,793 +1,850 +5%
ATC
75
Adirondack Trust Company
New York
$789K 38,893 -28,798 -43%
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