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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 %
FCM
76
Fortis Capital Management
Washington
$1.38M -$172K -8,463 -11%
PSIWM
77
Paradigm Strategies in Wealth Management
Minnesota
$1.31M -$232K -11,396 -15%
Mercer Global Advisors
78
Mercer Global Advisors
Colorado
$1.31M +$835K +41,043 +177%
MSWM
79
McGlone Suttner Wealth Management
Wisconsin
$1.24M +$62.6K +3,078 +5%
JWCA
80
J.W. Cole Advisors
Florida
$1.17M -$207K -10,165 -15%
Wealth Enhancement Advisory Services
81
Wealth Enhancement Advisory Services
Minnesota
$1.1M +$52.1K +2,559 +5%
LHC
82
Little House Capital
Massachusetts
$1.08M -$118K -5,776 -10%
NC
83
NovaPoint Capital
Georgia
$1.04M +$45.4K +2,229 +5%
CCWA
84
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$988K +$178K +8,739 +22%
FTUS
85
Flow Traders U.S.
New York
$899K +$899K +44,155 New
Stifel Financial
86
Stifel Financial
Missouri
$884K +$31.3K +1,536 +4%
SFB
87
STAR Financial Bank
Indiana
$869K +$637K +31,296 +275%
CTWM
88
Cherry Tree Wealth Management
Minnesota
$844K +$102K +4,996 +14%
CAPTRUST Financial Advisors
89
CAPTRUST Financial Advisors
North Carolina
$828K -$42.9K -2,110 -5%
Creative Planning
90
Creative Planning
Kansas
$827K +$827K +40,662 New
ABC
91
Associated Banc-Corp
Wisconsin
$827K +$187K +9,185 +29%
OC
92
Oppenheimer & Co
New York
$822K +$18.6K +915 +2%
MFG
93
Mendota Financial Group
Wisconsin
$786K -$176K -8,654 -18%
FNB
94
Farmers National Bank
Kentucky
$768K +$768K +37,755 New
CP
95
Camelot Portfolios
Ohio
$767K +$767K +37,673 New
GCA
96
Gradient Capital Advisors
California
$763K +$58.5K +2,874 +8%
PAG
97
Private Advisor Group
New Jersey
$763K +$323K +15,850 +73%
PWM
98
Praetorian Wealth Management
California
$763K +$763K +37,475 New
BONH
99
Bank of New Hampshire
New Hampshire
$753K +$139K +6,840 +23%
BFG
100
Beacon Financial Group
Texas
$749K +$209K +10,251 +39%
2 3
4
5 6