IBDW icon

iShares iBonds Dec 2031 Term Corporate ETF
IBDW

Overview Fund Activity

62 hedge funds and large institutions have $302M invested in iShares iBonds Dec 2031 Term Corporate ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 36 increasing their positions, 7 reducing their positions, and 5 closing their positions.

Holders
62
Holders Change
+8
Holders Change %
+14.81%
% of All Funds
0.98%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
36
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
1
NewEdge Advisors
Louisiana
$19M
2
Jane Street
2
Jane Street
New York
$13.1M
3
UBS Group
3
UBS Group
Switzerland
$16.3M
4
CIA
4
Capital Investment Advisors
Georgia
$7.23M
5
Morgan Stanley
5
Morgan Stanley
New York
$9.46M

Top Sellers

1
ACA
1
Aptus Capital Advisors
Alabama
$30.1M
2
KAS
2
Kestra Advisory Services
Texas
$0
3
Invesco
3
Invesco
Georgia
$1.63M
4
CCM
4
Coldstream Capital Management
Washington
$0
5
4FG
5
4Thought Financial Group
New York
$3.54M
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
1
Raymond James Financial Services Advisors
Florida
$38.9M 1,920,259 +1,864 +0.1%
ACA
2
Aptus Capital Advisors
Alabama
$30.1M 1,484,841 -195,576 -12%
SL
3
Summitry LLC
California
$28.4M 1,403,410 +14,488 +1%
Bank of America
4
Bank of America
North Carolina
$21.8M 1,075,026 +83,213 +8%
Lido Advisors
5
Lido Advisors
California
$19.8M 977,627 +42,238 +5%
NA
6
NewEdge Advisors
Louisiana
$19M 935,061 +910,728 +3,743%
UBS Group
7
UBS Group
Switzerland
$16.3M 805,917 +292,990 +57%
Jane Street
8
Jane Street
New York
$13.1M 648,717 +500,456 +338%
SIC
9
Sigma Investment Counselors
Michigan
$11.1M 547,865 +100,760 +23%
MLA
10
MB, Levis & Associates
Pennsylvania
$10.8M 532,868 +84,175 +19%
Morgan Stanley
11
Morgan Stanley
New York
$9.46M 466,537 +181,529 +64%
VVP
12
Venture Visionary Partners
Ohio
$8.56M 422,254 +52,182 +14%
AF
13
Arrow Financial
New York
$8.1M 399,775 +46,111 +13%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$7.92M 390,642 +40,531 +12%
CIA
15
Capital Investment Advisors
Georgia
$7.23M 356,671 +220,923 +163%
PRWA
16
Platte River Wealth Advisors
Colorado
$3.88M 191,626 +179,476 +1,477%
KF
17
Krilogy Financial
Missouri
$3.85M 190,094 +1,698 +0.9%
GPA
18
Guidance Point Advisors
Massachusetts
$3.7M 182,491 +158,088 +648%
4FG
19
4Thought Financial Group
New York
$3.54M 174,839 -9,906 -5%
CA
20
CGN Advisors
Kansas
$3.44M 169,529 +15,778 +10%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$3.11M 153,641 +153,641 New
Wells Fargo
22
Wells Fargo
California
$2.58M 127,214 +41,717 +49%
SWMG
23
Signature Wealth Management Group
Georgia
$2.5M 123,263 +4,163 +3%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$2.41M 118,842 +8,545 +8%
SSB
25
Sandy Spring Bank
Maryland
$2.33M 115,190 +45,320 +65%
1
2 3