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iShares iBonds Dec 2031 Term Corporate ETF

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.

New
Increased
Maintained
Reduced
Closed
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
Name Holding Trade Value Shares
Change
Shares
Change %
FBB
126
Fulton Breakefield Broenniman
Maryland
$400K +$177K +8,716 +80%
PPP
127
Private Portfolio Partners
New Jersey
$393K +$81.4K +4,000 +26%
MW
128
Members Wealth
Pennsylvania
$371K +$371K +18,252 New
EWS
129
Evergreen Wealth Solutions
Pennsylvania
$366K +$140K +6,860 +62%
NDSI
130
Newman Dignan & Sheerar Inc
Rhode Island
$326K +$24.9K +1,224 +8%
Cambridge Investment Research Advisors
131
Cambridge Investment Research Advisors
Iowa
$320K +$19.5K +956 +6%
FIB
132
First Interstate Bank
Montana
$318K +$318K +15,631 New
AAS
133
Avantax Advisory Services
Texas
$301K +$56.8K +2,793 +23%
RW
134
RVW Wealth
California
$278K +$278K +13,680 New
SG
135
StoneX Group
New York
$278K +$278K +13,646 New
CSP
136
Cary Street Partners
Virginia
$273K +$273K +13,430 New
CL
137
COWA LLC
Oklahoma
$268K +$268K +13,163 New
LCC
138
Lincoln Capital Corp
Rhode Island
$260K +$260K +12,753 New
Jones Financial Companies
139
Jones Financial Companies
Missouri
$254K +$128K +6,287 +102%
KNW
140
Kesler Norman & Wride
Utah
$242K
SC
141
Scotia Capital
Ontario, Canada
$242K
DWM
142
DecisionMap Wealth Management
Virginia
$237K +$237K +11,668 New
TFS
143
Thoroughbred Financial Services
Tennessee
$231K +$38.7K +1,906 +20%
RWM
144
Ritholtz Wealth Management
New York
$229K
PWA
145
Provenance Wealth Advisors
Florida
$217K
JBA
146
Johnson Bixby & Associates
Washington
$208K +$3.38K +166 +2%
RFN
147
Redwood Financial Network
Ohio
$206K +$206K +10,138 New
PPWM
148
PFG Private Wealth Management
Florida
$169K
AA
149
Addison Advisors
Vermont
$165K -$10.2K -500 -6%
CTC
150
Central Trust Company
Missouri
$165K +$109K +5,347 +194%