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iShares iBonds Dec 2031 Term Corporate ETF

54 hedge funds and large institutions have $241M invested in iShares iBonds Dec 2031 Term Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 4 reducing their positions, and 3 closing their positions.

Holders
54
Holders Change
+10
Holders Change %
+22.73%
% of All Funds
0.86%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
30
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RJFSA
1
Raymond James Financial Services Advisors
Florida
$39.6M 1,918,395 +1,162,777 +154%
ACA
2
Aptus Capital Advisors
Alabama
$34.7M 1,680,417 +484,877 +41%
SL
3
Summitry LLC
California
$28.7M 1,388,922 +1,388,922 New
Bank of America
4
Bank of America
North Carolina
$20.5M 991,813 +192,445 +24%
Lido Advisors
5
Lido Advisors
California
$19.3M 935,389 +935,389 New
UBS Group
6
UBS Group
Switzerland
$10.6M 512,927 +504,157 +5,749%
MLA
7
MB, Levis & Associates
Pennsylvania
$9.26M 448,693 +42,498 +10%
SIC
8
Sigma Investment Counselors
Michigan
$9.23M 447,105 +447,105 New
VVP
9
Venture Visionary Partners
Ohio
$7.64M 370,072 +183,703 +99%
AF
10
Arrow Financial
New York
$7.3M 353,664 +63,705 +22%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$7.23M 350,111 +350,111 New
Morgan Stanley
12
Morgan Stanley
New York
$5.88M 285,008 +33,820 +13%
KF
13
Krilogy Financial
Missouri
$3.89M 188,396 +119,212 +172%
4FG
14
4Thought Financial Group
New York
$3.81M 184,745 +3,320 +2%
CA
15
CGN Advisors
Kansas
$3.17M 153,751 +4,192 +3%
Jane Street
16
Jane Street
New York
$3.06M 148,261 +103,039 +228%
CIA
17
Capital Investment Advisors
Georgia
$2.8M 135,748 +49,236 +57%
KAS
18
Kestra Advisory Services
Texas
$2.76M 133,828 -238,974 -64%
SWMG
19
Signature Wealth Management Group
Georgia
$2.46M 119,100 +19,938 +20%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.28M 110,297 +18,124 +20%
Invesco
21
Invesco
Georgia
$2.23M 107,848 -47,599 -31%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$2.22M 107,369 +2,671 +3%
Wells Fargo
23
Wells Fargo
California
$1.76M 85,497 +33,571 +65%
SSB
24
Sandy Spring Bank
Maryland
$1.44M 69,870 +39,170 +128%
LHC
25
Little House Capital
Massachusetts
$988K 47,888 +2,712 +6%