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iShares iBonds Dec 2031 Term Corporate ETF

79 hedge funds and large institutions have $378M invested in iShares iBonds Dec 2031 Term Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 42 increasing their positions, 10 reducing their positions, and 3 closing their positions.

Holders
79
Holders Change
+17
Holders Change %
+27.42%
% of All Funds
1.26%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
21
Increased
42
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SL
1
Summitry LLC
California
$38.4M 1,983,021 +579,611 +41%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$38.4M 1,981,549 +61,290 +3%
ACA
3
Aptus Capital Advisors
Alabama
$37M 1,910,096 +425,255 +29%
Bank of America
4
Bank of America
North Carolina
$28.6M 1,476,567 +401,541 +37%
NA
5
NewEdge Advisors
Louisiana
$25M 1,290,951 +355,890 +38%
Lido Advisors
6
Lido Advisors
California
$17.8M 920,627 -57,000 -6%
CIA
7
Capital Investment Advisors
Georgia
$17.8M 916,503 +559,832 +157%
Morgan Stanley
8
Morgan Stanley
New York
$16M 823,395 +356,858 +76%
UBS Group
9
UBS Group
Switzerland
$15M 775,532 -30,385 -4%
SIC
10
Sigma Investment Counselors
Michigan
$12.5M 645,007 +97,142 +18%
AF
11
Arrow Financial
New York
$11.2M 577,763 +177,988 +45%
Wells Fargo
12
Wells Fargo
California
$11.2M 577,229 +450,015 +354%
MLA
13
MB, Levis & Associates
Pennsylvania
$10.5M 542,323 +9,455 +2%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$9.35M 482,579 +91,937 +24%
VVP
15
Venture Visionary Partners
Ohio
$8.75M 451,257 +29,003 +7%
EFP
16
Envision Financial Planning
Tennessee
$8.57M 442,054 +442,054 New
SCA
17
Snowden Capital Advisors
New York
$5.3M 273,502 +256,960 +1,553%
BMM
18
Buffington Mohr McNeal
Idaho
$4.59M 236,807 +236,807 New
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$4.35M 224,284 +70,643 +46%
GPA
20
Guidance Point Advisors
Massachusetts
$3.89M 200,703 +18,212 +10%
KF
21
Krilogy Financial
Missouri
$3.81M 196,552 +6,458 +3%
4FG
22
4Thought Financial Group
New York
$3.46M 178,519 +3,680 +2%
PRWA
23
Platte River Wealth Advisors
Colorado
$3.46M 178,256 -13,370 -7%
CA
24
CGN Advisors
Kansas
$3.45M 177,774 +8,245 +5%
KA
25
Klingman & Associates
New York
$3.34M 172,388 +88,924 +107%