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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 %
WI
51
WrapManager Inc
California
$3.26M +$3.26M +160,004 New
CA
52
CGN Advisors
Kansas
$3.17M +$356K +17,502 +13%
GT
53
Glenview Trust
Kentucky
$3.05M +$3.05M +149,764 New
PWP
54
Precedent Wealth Partners
Texas
$2.99M -$205K -10,060 -6%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$2.91M +$113K +5,577 +4%
Neuberger Berman Group
56
Neuberger Berman Group
New York
$2.88M – – –
MA
57
MCF Advisors
Kentucky
$2.82M +$43.1K +2,117 +2%
IF
58
Ironwood Financial
Arizona
$2.7M +$409K +20,119 +18%
FNT
59
First National Trust
Pennsylvania
$2.63M +$1.87M +92,074 +247%
MSRI
60
Michael S. Ryan Inc
New York
$2.48M +$244K +11,991 +11%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$2.44M +$35.4K +1,741 +1%
CA
62
Clearstead Advisors
Ohio
$2.43M +$2.43M +119,393 New
RW
63
REDW Wealth
New Mexico
$2.33M -$1.3M -63,936 -36%
SWP
64
Stratos Wealth Partners
Ohio
$2.33M +$33.5K +1,647 +1%
ACS
65
Archford Capital Strategies
Illinois
$2.29M -$27.7K -1,360 -1%
BPA
66
Beacon Pointe Advisors
California
$2.16M +$205K +10,064 +10%
ATC
67
Adirondack Trust Company
New York
$2.05M +$915K +44,973 +80%
SP
68
Stonebrook Private
Michigan
$1.97M +$176K +8,630 +10%
QFA
69
Quantum Financial Advisors
California
$1.76M +$32.8K +1,610 +2%
Osaic Holdings
70
Osaic Holdings
Arizona
$1.6M +$204K +10,042 +15%
Mariner
71
Mariner
Kansas
$1.58M +$95.6K +4,696 +6%
CCM
72
Coldstream Capital Management
Washington
$1.54M +$51.6K +2,535 +3%
SWM
73
Segment Wealth Management
Texas
$1.49M +$746K +36,635 +100%
UCFA
74
United Capital Financial Advisors
Texas
$1.43M +$120K +5,915 +9%
Cetera Investment Advisers
75
Cetera Investment Advisers
Illinois
$1.43M +$583K +28,627 +69%
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3
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