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iShares iBonds Dec 2031 Term Corporate ETF

128 hedge funds and large institutions have $637M invested in iShares iBonds Dec 2031 Term Corporate ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 81 increasing their positions, 14 reducing their positions, and 4 closing their positions.

Holders
128
Holders Change
+16
Holders Change %
+14.29%
% of All Funds
1.86%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
20
Increased
81
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$43.8M 2,137,045 +385,993 +22%
ACA
2
Aptus Capital Advisors
Alabama
$39.5M 1,926,810 +662,612 +52%
Morgan Stanley
3
Morgan Stanley
New York
$36.4M 1,776,582 -1,404,704 -44%
CIA
4
Capital Investment Advisors
Georgia
$33.1M 1,615,317 +446,406 +38%
VVP
5
Venture Visionary Partners
Ohio
$31.6M 1,540,740 +379,670 +33%
GA
6
Gateway Advisory
New Jersey
$30.3M 1,479,668 +71,434 +5%
Wells Fargo
7
Wells Fargo
California
$28.4M 1,385,871 +621,335 +81%
NA
8
NewEdge Advisors
Louisiana
$23.7M 1,156,253 +67,012 +6%
SIC
9
Sigma Investment Counselors
Michigan
$22.1M 1,078,349 +319,405 +42%
SL
10
Summitry LLC
California
$21.8M 1,063,491 +27,627 +3%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$21.5M 1,050,349 -970,657 -48%
UBS Group
12
UBS Group
Switzerland
$18.8M 916,768 +79,202 +9%
Lido Advisors
13
Lido Advisors
California
$17.8M 869,085 -46,087 -5%
AF
14
Arrow Financial
New York
$13.4M 655,960 +21,761 +3%
BMM
15
Buffington Mohr McNeal
Idaho
$12.4M 605,621 +62,103 +11%
EFP
16
Envision Financial Planning
Tennessee
$12.3M 602,445 +45,034 +8%
MLA
17
MB, Levis & Associates
Pennsylvania
$12.1M 588,995 +12,825 +2%
KA
18
Klingman & Associates
New York
$11.6M 564,657 +145,395 +35%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$11.5M 559,269 +48,881 +10%
ACM
20
Advisors Capital Management
New Jersey
$11.1M 542,300 +542,300 New
MCM
21
MV Capital Management
Maryland
$9.64M 470,465 +363,422 +340%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$9.24M 450,902 +168,230 +60%
SVWAG
23
Sound View Wealth Advisors Group
Georgia
$8.95M 436,597 +100,561 +30%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$7.93M 386,898 -11,044 -3%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$5.96M 290,725 +39,968 +16%