IBDW icon

iShares iBonds Dec 2031 Term Corporate ETF
IBDW

Overview Fund Activity

153 hedge funds and large institutions have $869M invested in iShares iBonds Dec 2031 Term Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 102 increasing their positions, 15 reducing their positions, and 2 closing their positions.

Holders
153
Holders Change
+12
Holders Change %
+8.51%
% of All Funds
2.21%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
18
Increased
102
Reduced
15
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
1
Aptus Capital Advisors
Alabama
$75.3M
2
CIM
2
Confluence Investment Management
Missouri
$10.5M
3
US Bancorp
3
US Bancorp
Minnesota
$13.6M
4
CIA
4
Capital Investment Advisors
Georgia
$46.7M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$27.6M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$2.27M
2
Jane Street
2
Jane Street
New York
$1.9M
3
NA
3
NewEdge Advisors
Louisiana
$19.6M
4
Lido Advisors
4
Lido Advisors
California
$15.3M
5
SFS
5
Sowell Financial Services
Arkansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$77M 3,627,888 +131,784 +4%
ACA
2
Aptus Capital Advisors
Alabama
$75.3M 3,548,460 +977,550 +38%
CIA
3
Capital Investment Advisors
Georgia
$46.7M 2,201,067 +287,864 +15%
Bank of America
4
Bank of America
North Carolina
$46M 2,168,933 +163,355 +8%
Morgan Stanley
5
Morgan Stanley
New York
$45.8M 2,157,221 +227,061 +12%
VVP
6
Venture Visionary Partners
Ohio
$41.2M 1,940,759 +263,039 +16%
GA
7
Gateway Advisory
New Jersey
$34.3M 1,617,206 +53,010 +3%
SIC
8
Sigma Investment Counselors
Michigan
$29M 1,368,027 +124,713 +10%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$27.6M 1,301,012 +284,545 +28%
UBS Group
10
UBS Group
Switzerland
$20M 944,696 +80,553 +9%
NA
11
NewEdge Advisors
Louisiana
$19.6M 922,334 -188,887 -17%
KA
12
Klingman & Associates
New York
$16.4M 774,020 +115,353 +18%
Lido Advisors
13
Lido Advisors
California
$15.3M 719,912 -100,985 -12%
AF
14
Arrow Financial
New York
$14.4M 679,681 +8,771 +1%
EFP
15
Envision Financial Planning
Tennessee
$14M 660,389 +24,582 +4%
SVWAG
16
Sound View Wealth Advisors Group
Georgia
$13.8M 651,055 +147,923 +29%
BMM
17
Buffington Mohr McNeal
Idaho
$13.6M 642,523 +24,837 +4%
US Bancorp
18
US Bancorp
Minnesota
$13.6M 638,921 +293,163 +85%
ACM
19
Advisors Capital Management
New Jersey
$13.4M 632,780 +28,760 +5%
SL
20
Summitry LLC
California
$13.1M 617,775 +4,524 +0.7%
MLA
21
MB, Levis & Associates
Pennsylvania
$13.1M 615,601 +10,076 +2%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$13M 611,771 +39,235 +7%
MCM
23
MV Capital Management
Maryland
$11.8M 555,274 +47,505 +9%
HighTower Advisors
24
HighTower Advisors
Illinois
$10.9M 513,780 +270,453 +111%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$10.9M 512,799 -419 -0.1%
1
2 3 4 5