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iShares iBonds Dec 2031 Term Corporate ETF
IBDW

Overview Fund Activity

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
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$66.1M
2
GA
2
Gateway Advisory
New Jersey
$29.2M
3
VVP
3
Venture Visionary Partners
Ohio
$24.1M
4
GMFG
4
Greater Midwest Financial Group
Minnesota
$9.02M
5
SVWAG
5
Sound View Wealth Advisors Group
Georgia
$6.98M

Top Sellers

1
SL
1
Summitry LLC
California
$21.5M
2
ACA
2
Aptus Capital Advisors
Alabama
$26.3M
3
NA
3
NewEdge Advisors
Louisiana
$22.5M
4
SC
4
Sykon Capital
New York
$0
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TCCM
76
Timber Creek Capital Management
Massachusetts
$533K 25,673 +2,683 +12%
BONH
77
Bank of New Hampshire
New Hampshire
$517K 24,900 +3,350 +16%
SWC
78
Spectrum Wealth Counsel
Indiana
$481K 23,168 +23,168 New
KTM
79
Keeler Thomas Management
Utah
$481K 23,147 +23,147 New
CA
80
Cetera Advisors
Colorado
$456K 21,936 +362 +2%
IWC
81
Integrated Wealth Concepts
Massachusetts
$450K 21,689 +8,401 +63%
Mariner
82
Mariner
Kansas
$440K 21,208 +21,208 New
SFO
83
Stokes Family Office
Louisiana
$439K 21,130 +21,130 New
MIM
84
Moseley Investment Management
Florida
$388K 18,681 +18,681 New
Cetera Investment Advisers
85
Cetera Investment Advisers
Illinois
$387K 18,654 +3,043 +19%
SWM
86
Segment Wealth Management
Texas
$378K 18,200 +18,200 New
MA
87
MONECO Advisors
Connecticut
$375K 18,067 – –
DWT
88
Dorsey & Whitney Trust
South Dakota
$363K 17,500 – –
Comerica Bank
89
Comerica Bank
Texas
$333K 16,045 +6,712 +72%
LWM
90
Lyell Wealth Management
California
$264K 12,725 +12,725 New
MA
91
Mutual Advisors
Nebraska
$260K 12,524 +12,524 New
SC
92
Scotia Capital
Ontario, Canada
$247K 11,900 +11,900 New
IA
93
IFP Advisors
Florida
$238K 11,447 +9,681 +548%
PSIWM
94
Paradigm Strategies in Wealth Management
Minnesota
$224K 10,807 +10,807 New
AAS
95
Avantax Advisory Services
Texas
$207K 9,977 +9,977 New
JBA
96
Johnson Bixby & Associates
Washington
$202K 9,718 +9,718 New
RBC
97
Roble Belko & Company
Pennsylvania
$155K 7,440 +7,440 New
Osaic Holdings
98
Osaic Holdings
Arizona
$119K 5,753 +1,134 +25%
HI
99
Harbour Investments
Wisconsin
$103K 4,979 +82 +2%
EW
100
Element Wealth
Mississippi
$102K 4,897 +1,240 +34%
1 2 3
4
5