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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 %
AA
126
Addison Advisors
Vermont
$165K 8,115 +1,035 +15%
BCV
127
Banque Cantonale Vaudoise
Switzerland
$125K 6,154 +6,154 New
HI
128
Harbour Investments
Wisconsin
$103K 5,083 +64 +1%
EW
129
Element Wealth
Mississippi
$99.4K 4,897 – –
PGAM
130
Princeton Global Asset Management
New Jersey
$62.7K 3,089 +953 +45%
CTC
131
Central Trust Company
Missouri
$62.3K 3,070 +41 +1%
SPIA
132
Steward Partners Investment Advisory
New York
$51.6K 2,542 – –
HIA
133
Harbor Investment Advisory
Maryland
$50.7K 2,500 +2,500 New
TC
134
Trust Company
Kansas
$49.4K 2,433 – –
CAL
135
Capital Analysts LLC
Pennsylvania
$27K 1,320 – –
BCPWM
136
Bradley & Co Private Wealth Management
Florida
$26.6K 1,312 -346 -21%
PTC
137
Private Trust Company
Ohio
$26.2K 1,290 – –
PFM
138
Phillips Financial Management
Indiana
$25.8K 1,274 +1,274 New
PS
139
Principal Securities
Iowa
$25.7K 1,268 – –
AF
140
Allworth Financial
California
$21.1K 1,027 – –
BlackRock
141
BlackRock
New York
$1.16K 57 -1,384 -96%
Susquehanna International Group
142
Susquehanna International Group
Pennsylvania
– – -69,970 Closed
CCM
143
Coldstream Capital Management
Washington
– – -59,353 Closed
LNC
144
Lincoln National Corp
Pennsylvania
– – -38,287 Closed
MAG
145
M3 Advisory Group
Massachusetts
– – -9,794 Closed
NP
146
NorthRock Partners
Minnesota
– – -965 Closed
GBT
147
Grove Bank & Trust
Florida
– – -475 Closed
PNC Financial Services Group
148
PNC Financial Services Group
Pennsylvania
– – -30 Closed
CFGS
149
Concourse Financial Group Securities
Alabama
– – – –
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