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iShares iBonds Dec 2031 Term Corporate ETF
IBDW

Overview Fund Activity

141 hedge funds and large institutions have $728M invested in iShares iBonds Dec 2031 Term Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 87 increasing their positions, 22 reducing their positions, and 7 closing their positions.

Holders
141
Holders Change
+13
Holders Change %
+10.16%
% of All Funds
2.05%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
20
Increased
87
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$70.9M
2
ACA
2
Aptus Capital Advisors
Alabama
$52.2M
3
Citadel Advisors
3
Citadel Advisors
Florida
$6.59M
4
CIA
4
Capital Investment Advisors
Georgia
$38.8M
5
Jane Street
5
Jane Street
New York
$6.18M

Top Sellers

1
SL
1
Summitry LLC
California
$12.4M
2
Bank of America
2
Bank of America
North Carolina
$40.7M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
CCM
4
Coldstream Capital Management
Washington
$0
5
UBS Group
5
UBS Group
Switzerland
$17.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$70.9M 3,496,104 +2,110,233 +152%
ACA
2
Aptus Capital Advisors
Alabama
$52.2M 2,570,910 +644,100 +33%
Bank of America
3
Bank of America
North Carolina
$40.7M 2,005,578 -131,467 -6%
Morgan Stanley
4
Morgan Stanley
New York
$39.2M 1,930,160 +153,578 +9%
CIA
5
Capital Investment Advisors
Georgia
$38.8M 1,913,203 +297,886 +18%
VVP
6
Venture Visionary Partners
Ohio
$34M 1,677,720 +136,980 +9%
GA
7
Gateway Advisory
New Jersey
$31.7M 1,564,196 +84,528 +6%
SIC
8
Sigma Investment Counselors
Michigan
$25.2M 1,243,314 +164,965 +15%
NA
9
NewEdge Advisors
Louisiana
$22.5M 1,111,221 -45,032 -4%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$20.6M 1,016,467 -33,882 -3%
UBS Group
11
UBS Group
Switzerland
$17.5M 864,143 -52,625 -6%
Lido Advisors
12
Lido Advisors
California
$16.7M 820,897 -48,188 -6%
AF
13
Arrow Financial
New York
$13.6M 670,910 +14,950 +2%
KA
14
Klingman & Associates
New York
$13.4M 658,667 +94,010 +17%
EFP
15
Envision Financial Planning
Tennessee
$12.9M 635,807 +33,362 +6%
BMM
16
Buffington Mohr McNeal
Idaho
$12.5M 617,686 +12,065 +2%
SL
17
Summitry LLC
California
$12.4M 613,251 -450,240 -42%
MLA
18
MB, Levis & Associates
Pennsylvania
$12.3M 605,525 +16,530 +3%
ACM
19
Advisors Capital Management
New Jersey
$12.3M 604,020 +61,720 +11%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$11.6M 572,536 +13,267 +2%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$10.4M 513,218 +62,316 +14%
MCM
22
MV Capital Management
Maryland
$10.3M 507,769 +37,304 +8%
SVWAG
23
Sound View Wealth Advisors Group
Georgia
$10.2M 503,132 +66,535 +15%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$8M 394,009 +7,111 +2%
US Bancorp
25
US Bancorp
Minnesota
$7.02M 345,758 +159,925 +86%
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