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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.

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
–

Top Buyers

1
ACA
Aptus Capital Advisors
Alabama
$108M
2
SL
Summitry LLC
California
$27.9M
3
MFWM
Motley Fool Wealth Management
Virginia
$13.8M
4
ACM
Advisors Capital Management
New Jersey
$25M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$19.5M

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
RW
REDW Wealth
New Mexico
$2.33M
3
US Bancorp
US Bancorp
Minnesota
$12.7M
4
SPWG
Syntegra Private Wealth Group
Missouri
$0
5
PSIWM
Paradigm Strategies in Wealth Management
Minnesota
$1.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGAM
151
Princeton Global Asset Management
New Jersey
$135K +$1.63K +80 +1%
HI
152
Harbour Investments
Wisconsin
$119K +$14.1K +694 +13%
BWL
153
Bogart Wealth LLC
Virginia
$107K +$107K +5,248 New
EW
154
Element Wealth
Mississippi
$99.7K – – –
TC
155
Trust Company
Kansas
$98.2K – – –
CBT
156
Crews Bank & Trust
Florida
$91.6K +$91.6K +4,500 New
FFA
157
Farther Finance Advisors
California
$90.2K +$1.99K +98 +2%
LWANC
158
Laurel Wealth Advisors (North Carolina)
North Carolina
$79.4K +$79.4K +3,900 New
HIA
159
Harbor Investment Advisory
Maryland
$50.9K – – –
FUBT
160
First United Bank & Trust
Maryland
$46.9K +$46.9K +2,307 New
VHAM
161
Van Hulzen Asset Management
California
$44.3K +$44.3K +2,176 New
1L
162
10Elms LLP
Oklahoma
$40.7K +$40.7K +2,000 New
AF
163
Allworth Financial
California
$29.1K +$8.15K +400 +39%
CAL
164
Capital Analysts LLC
Pennsylvania
$27K – – –
BCPWM
165
Bradley & Co Private Wealth Management
Florida
$26.7K +$26.7K +1,312 New
PTC
166
Private Trust Company
Ohio
$26.3K – – –
PFM
167
Phillips Financial Management
Indiana
$25.9K – – –
PS
168
Principal Securities
Iowa
$25.8K – – –
SPIA
169
Steward Partners Investment Advisory
New York
$25.4K -$42.4K -2,082 -63%
AA
170
Ancora Advisors
Ohio
$24.3K +$24.3K +1,195 New
HWM
171
Hemington Wealth Management
Virginia
$22K +$9.96K +500 +83%
VWM
172
Venturi Wealth Management
Texas
$16.3K +$16.3K +800 New
CAS
173
Coppell Advisory Solutions
Texas
$12.8K +$12.8K +628 New
GRP
174
Global Retirement Partners
California
$10.1K +$10.1K +497 New
NWMP
175
Noble Wealth Management PBC
Colorado
$9.16K +$9.16K +450 New
4 5 6
7
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