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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 %
MML Investors Services
101
MML Investors Services
Massachusetts
$748K -$6.05K -297 -0.8%
MBT
102
Montecito Bank & Trust
California
$744K – – –
PIM
103
Penobscot Investment Management
Massachusetts
$741K +$150K +7,350 +25%
CTA
104
Chesley Taft & Associates
Illinois
$716K +$269K +13,200 +60%
MA
105
Mutual Advisors
Nebraska
$693K -$20.4K -1,002 -3%
GHA
106
Granite Harbor Advisors
Texas
$667K +$213K +10,491 +47%
KHC
107
Koesten Hirschmann & Crabtree
Kansas
$648K +$61.6K +3,028 +11%
IA
108
IFP Advisors
Florida
$610K +$86.1K +4,231 +16%
SWP
109
Summit Wealth Partners
Florida
$603K – – –
Comerica Bank
110
Comerica Bank
Texas
$600K +$51K +2,506 +9%
NGA
111
Naples Global Advisors
Florida
$573K +$573K +28,175 New
WMWM
112
Wilkins Miller Wealth Management
Alabama
$562K +$562K +27,626 New
SWC
113
Spectrum Wealth Counsel
Indiana
$555K +$1.34K +66 +0.2%
IWC
114
Integrated Wealth Concepts
Massachusetts
$553K +$8.41K +413 +2%
BCM
115
Brookstone Capital Management
Illinois
$550K +$8.93K +439 +2%
CWM
116
Centricity Wealth Management
Ohio
$535K +$535K +26,290 New
GMFG
117
Greater Midwest Financial Group
Minnesota
$505K -$80.2K -3,940 -14%
SFO
118
Stokes Family Office
Louisiana
$503K – – –
YWM
119
Yoder Wealth Management
California
$480K +$206K +10,100 +75%
SF
120
Safeguard Financial
Wisconsin
$469K +$7.31K +359 +2%
MA
121
MONECO Advisors
Connecticut
$465K – – –
DWT
122
Dorsey & Whitney Trust
South Dakota
$448K +$91.6K +4,500 +26%
LF
123
Lee Financial
Texas
$407K – – –
JCM
124
Jacobi Capital Management
Pennsylvania
$407K +$123K +6,048 +43%
RBC
125
Roble Belko & Company
Pennsylvania
$404K +$99K +4,870 +32%
3 4
5
6 7