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iShares iBonds Dec 2031 Term Corporate ETF
IBDW

Overview Fund Activity

141 hedge funds and large institutions have $728M invested in iShares iBonds Dec 2031 Term Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 87 increasing their positions, 22 reducing their positions, and 7 closing their positions.

Holders
141
Holders Change
+13
Holders Change %
+10.16%
% of All Funds
2.05%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
20
Increased
87
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$70.9M
2
ACA
2
Aptus Capital Advisors
Alabama
$52.2M
3
Citadel Advisors
3
Citadel Advisors
Florida
$6.59M
4
CIA
4
Capital Investment Advisors
Georgia
$38.8M
5
Jane Street
5
Jane Street
New York
$6.18M

Top Sellers

1
SL
1
Summitry LLC
California
$12.4M
2
Bank of America
2
Bank of America
North Carolina
$40.7M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
CCM
4
Coldstream Capital Management
Washington
$0
5
UBS Group
5
UBS Group
Switzerland
$17.5M
Name Market Value Shares Shares
Change 		Shares
Change %
GHA
101
Granite Harbor Advisors
Texas
$431K 21,238 +21,238 New
LF
102
Lee Financial
Texas
$406K 20,000 – –
PIM
103
Penobscot Investment Management
Massachusetts
$405K 19,950 +19,950 New
Cetera Investment Advisers
104
Cetera Investment Advisers
Illinois
$404K 19,908 +19,908 New
MW
105
Members Wealth
Pennsylvania
$400K 19,238 +19,238 New
SF
106
Safeguard Financial
Wisconsin
$395K 19,471 +3,683 +23%
Stifel Financial
107
Stifel Financial
Missouri
$393K 19,376 +86 +0.4%
MA
108
MONECO Advisors
Connecticut
$367K 18,067 – –
DWT
109
Dorsey & Whitney Trust
South Dakota
$355K 17,500 – –
JWCA
110
J.W. Cole Advisors
Florida
$317K 15,624 +15,624 New
IA
111
IFP Advisors
Florida
$299K 14,739 +23 +0.2%
RBC
112
Roble Belko & Company
Pennsylvania
$266K 13,121 +2,860 +28%
SC
113
Scotia Capital
Ontario, Canada
$241K 11,900 – –
AAS
114
Avantax Advisory Services
Texas
$240K 11,852 -2,214 -16%
RWM
115
Ritholtz Wealth Management
New York
$228K 11,250 +11,250 New
PPWM
116
PFG Private Wealth Management
Florida
$226K 11,119 -9 -0.1%
EWS
117
Evergreen Wealth Solutions
Pennsylvania
$224K 11,050 +11,050 New
TFS
118
Thoroughbred Financial Services
Tennessee
$223K 11,008 +11,008 New
Mercer Global Advisors
119
Mercer Global Advisors
Colorado
$222K 10,961 +10,961 New
NDSI
120
Newman Dignan & Sheerar Inc
Rhode Island
$217K 10,685 +10,685 New
Cambridge Investment Research Advisors
121
Cambridge Investment Research Advisors
Iowa
$210K 10,347 +10,347 New
SPWG
122
Syntegra Private Wealth Group
Missouri
$210K 10,348 +571 +6%
OC
123
Oppenheimer & Co
New York
$204K 10,073 +10,073 New
PAG
124
Private Advisor Group
New Jersey
$202K 9,961 +9,961 New
JBA
125
Johnson Bixby & Associates
Washington
$201K 9,922 +125 +1%
2 3 4
5
6