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iShares iBonds Dec 2031 Term Corporate ETF

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.

New
Increased
Maintained
Reduced
Closed
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
Name Holding Trade Value Shares
Change
Shares
Change %
EWS
126
Evergreen Wealth Solutions
Pennsylvania
$236K +$1.38K +65 +0.6%
FBB
127
Fulton Breakefield Broenniman
Maryland
$232K +$232K +10,945 New
PWA
128
Provenance Wealth Advisors
Florida
$226K +$226K +10,659 New
JBA
129
Johnson Bixby & Associates
Washington
$213K +$2.61K +123 +1%
MAG
130
M3 Advisory Group
Massachusetts
$208K +$208K +9,794 New
MWM
131
Meridian Wealth Management
Kentucky
$205K +$205K +9,684 New
TFS
132
Thoroughbred Financial Services
Tennessee
$200K -$32.6K -1,541 -14%
AA
133
Addison Advisors
Vermont
$183K +$10.6K +500 +6%
PPWM
134
PFG Private Wealth Management
Florida
$176K -$59.5K -2,802 -25%
PGAM
135
Princeton Global Asset Management
New Jersey
$139K +$73.7K +3,473 +112%
BCV
136
Banque Cantonale Vaudoise
Switzerland
$132K +$1.69K +80 +1%
Jones Financial Companies
137
Jones Financial Companies
Missouri
$131K +$131K +6,185 New
HI
138
Harbour Investments
Wisconsin
$109K +$1.34K +63 +1%
EW
139
Element Wealth
Mississippi
$104K
TC
140
Trust Company
Kansas
$102K +$50.8K +2,395 +98%
FFA
141
Farther Finance Advisors
California
$92K +$92K +4,334 New
SPIA
142
Steward Partners Investment Advisory
New York
$70.7K +$16.7K +788 +31%
CTC
143
Central Trust Company
Missouri
$58.6K -$6.52K -307 -10%
HIA
144
Harbor Investment Advisory
Maryland
$53.1K
CAL
145
Capital Analysts LLC
Pennsylvania
$28K
PTC
146
Private Trust Company
Ohio
$27.4K
PFM
147
Phillips Financial Management
Indiana
$27K
PS
148
Principal Securities
Iowa
$26.9K
AF
149
Allworth Financial
California
$21.8K
AWM
150
Abound Wealth Management
Tennessee
$15.5K +$15.5K +729 New