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iShares iBonds Dec 2031 Term Corporate ETF

112 hedge funds and large institutions have $581M invested in iShares iBonds Dec 2031 Term Corporate ETF in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 55 increasing their positions, 11 reducing their positions, and 7 closing their positions.

Holders
112
Holders Change
+33
Holders Change %
+41.77%
% of All Funds
1.64%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
40
Increased
55
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$66.1M 3,181,286 +2,357,891 +286%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$42M 2,021,006 +39,457 +2%
Bank of America
3
Bank of America
North Carolina
$36.4M 1,751,052 +274,485 +19%
GA
4
Gateway Advisory
New Jersey
$29.2M 1,408,234 +1,408,234 New
ACA
5
Aptus Capital Advisors
Alabama
$26.3M 1,264,198 -645,898 -34%
CIA
6
Capital Investment Advisors
Georgia
$24.3M 1,168,911 +252,408 +28%
VVP
7
Venture Visionary Partners
Ohio
$24.1M 1,161,070 +709,813 +157%
NA
8
NewEdge Advisors
Louisiana
$22.5M 1,089,241 -201,710 -16%
SL
9
Summitry LLC
California
$21.5M 1,035,864 -947,157 -48%
Lido Advisors
10
Lido Advisors
California
$19M 915,172 -5,455 -0.6%
UBS Group
11
UBS Group
Switzerland
$17.4M 837,566 +62,034 +8%
Wells Fargo
12
Wells Fargo
California
$15.9M 764,536 +187,307 +32%
SIC
13
Sigma Investment Counselors
Michigan
$15.8M 758,944 +113,937 +18%
AF
14
Arrow Financial
New York
$13.2M 634,199 +56,436 +10%
MLA
15
MB, Levis & Associates
Pennsylvania
$12M 576,170 +33,847 +6%
EFP
16
Envision Financial Planning
Tennessee
$11.6M 557,411 +115,357 +26%
BMM
17
Buffington Mohr McNeal
Idaho
$11.3M 543,518 +306,711 +130%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$10.6M 510,388 +27,809 +6%
GMFG
19
Greater Midwest Financial Group
Minnesota
$9.02M 434,224 +434,224 New
KA
20
Klingman & Associates
New York
$8.71M 419,262 +246,874 +143%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$8.27M 397,942 +274,832 +223%
SVWAG
22
Sound View Wealth Advisors Group
Georgia
$6.98M 336,036 +336,036 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$5.87M 282,672 +200,364 +243%
SCA
24
Snowden Capital Advisors
New York
$5.8M 279,147 +5,645 +2%
PPWM
25
PFG Private Wealth Management
Florida
$5.67M 272,848 +272,848 New