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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 %
Neuberger Berman Group
51
Neuberger Berman Group
New York
$3M 141,393 +5,285 +4%
CA
52
CGN Advisors
Kansas
$2.93M 138,142 +7,696 +6%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$2.91M 137,314 +5,580 +4%
MA
54
MCF Advisors
Kentucky
$2.9M 136,647 +1,569 +1%
EWM
55
Executive Wealth Management
Michigan
$2.67M 126,019 +94,602 +301%
PA
56
Probity Advisors
Texas
$2.6M 122,751 +14,539 +13%
HCM
57
Howland Capital Management
Massachusetts
$2.51M 118,497 +43,417 +58%
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$2.51M 118,178 +4,516 +4%
SWP
59
Stratos Wealth Partners
Ohio
$2.39M 112,849 +6,484 +6%
IF
60
Ironwood Financial
Arizona
$2.39M 112,525 +28,127 +33%
ACS
61
Archford Capital Strategies
Illinois
$2.38M 114,098 -2,185 -2%
MSRI
62
Michael S. Ryan Inc
New York
$2.33M 109,731 +72,828 +197%
Citadel Advisors
63
Citadel Advisors
Florida
$2.27M 106,972 -217,814 -67%
BPA
64
Beacon Pointe Advisors
California
$2.04M 96,131 +10,938 +13%
Jane Street
65
Jane Street
New York
$1.9M 89,659 -214,786 -71%
SP
66
Stonebrook Private
Michigan
$1.87M 88,276 +26,465 +43%
QFA
67
Quantum Financial Advisors
California
$1.8M 84,658 +8,400 +11%
FCM
68
Fortis Capital Management
Washington
$1.62M 76,457 +7,137 +10%
PSIWM
69
Paradigm Strategies in Wealth Management
Minnesota
$1.61M 75,950 +12,735 +20%
CCM
70
Coldstream Capital Management
Washington
$1.55M 73,088 +73,088 New
Mariner
71
Mariner
Kansas
$1.55M 73,072 +774 +1%
Osaic Holdings
72
Osaic Holdings
Arizona
$1.46M 68,749 +19,797 +40%
JWCA
73
J.W. Cole Advisors
Florida
$1.44M 67,719 +52,095 +333%
UCFA
74
United Capital Financial Advisors
Texas
$1.37M 64,516 +1,081 +2%
LHC
75
Little House Capital
Massachusetts
$1.25M 58,685 +1,959 +3%
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