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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 %
MSWM
76
McGlone Suttner Wealth Management
Wisconsin
$1.23M 58,047 +26,469 +84%
ATC
77
Adirondack Trust Company
New York
$1.19M 55,942 +17,049 +44%
Wealth Enhancement Advisory Services
78
Wealth Enhancement Advisory Services
Minnesota
$1.09M 51,525 +2,508 +5%
NC
79
NovaPoint Capital
Georgia
$1.04M 48,776 +5,256 +12%
MFG
80
Mendota Financial Group
Wisconsin
$1M 47,275 +4,393 +10%
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$908K 42,782 +6,270 +17%
Stifel Financial
82
Stifel Financial
Missouri
$889K 41,903 +22,527 +116%
Cetera Investment Advisers
83
Cetera Investment Advisers
Illinois
$879K 41,405 +21,497 +108%
CCWA
84
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$844K 39,793 – –
OC
85
Oppenheimer & Co
New York
$837K 39,466 +29,393 +292%
FNT
86
First National Trust
Pennsylvania
$793K 37,348 +37,348 New
MML Investors Services
87
MML Investors Services
Massachusetts
$786K 37,046 -2,922 -7%
SWM
88
Segment Wealth Management
Texas
$778K 36,675 +4,245 +13%
MBT
89
Montecito Bank & Trust
California
$776K 36,579 +11,706 +47%
CTWM
90
Cherry Tree Wealth Management
Minnesota
$774K 36,489 +11,395 +45%
GCA
91
Gradient Capital Advisors
California
$735K 34,642 – –
MA
92
Mutual Advisors
Nebraska
$727K 35,032 -41 -0.1%
ABC
93
Associated Banc-Corp
Wisconsin
$668K 31,475 +1,300 +4%
BONH
94
Bank of New Hampshire
New Hampshire
$640K 30,175 – –
SWP
95
Summit Wealth Partners
Florida
$629K 29,622 – –
PIM
96
Penobscot Investment Management
Massachusetts
$616K 29,050 +9,100 +46%
KHC
97
Koesten Hirschmann & Crabtree
Kansas
$611K 28,807 +550 +2%
GMFG
98
Greater Midwest Financial Group
Minnesota
$610K 28,749 -608 -2%
SWC
99
Spectrum Wealth Counsel
Indiana
$577K 27,204 – –
Comerica Bank
100
Comerica Bank
Texas
$572K 26,978 +860 +3%
2 3
4
5 6