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iShares iBonds Dec 2031 Term Corporate ETF
IBDW

Overview Fund Activity

178 hedge funds and large institutions have $984M invested in iShares iBonds Dec 2031 Term Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 107 increasing their positions, 17 reducing their positions, and 5 closing their positions.

Holders
178
Holders Change
+25
Holders Change %
+16.34%
% of All Funds
2.37%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
35
Increased
107
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$40.2M
2
ACA
2
Aptus Capital Advisors
Alabama
$108M
3
SL
3
Summitry LLC
California
$27.9M
4
MFWM
4
Motley Fool Wealth Management
Virginia
$13.8M
5
ACM
5
Advisors Capital Management
New Jersey
$25M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
RW
2
REDW Wealth
New Mexico
$2.33M
3
US Bancorp
3
US Bancorp
Minnesota
$12.7M
4
SPWG
4
Syntegra Private Wealth Group
Missouri
$0
5
PSIWM
5
Paradigm Strategies in Wealth Management
Minnesota
$1.31M
Name Market Value Shares Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$108M 5,312,844 +1,764,384 +50%
Wells Fargo
2
Wells Fargo
California
$77M 3,782,762 +154,874 +4%
CIA
3
Capital Investment Advisors
Georgia
$52M 2,554,613 +353,546 +16%
Bank of America
4
Bank of America
North Carolina
$49.6M 2,435,696 +266,763 +12%
Morgan Stanley
5
Morgan Stanley
New York
$49.1M 2,410,676 +253,455 +12%
VVP
6
Venture Visionary Partners
Ohio
$42.5M 2,086,763 +146,004 +8%
Raymond James Financial
7
Raymond James Financial
Florida
$40.2M 1,973,030 +1,973,030 New
SIC
8
Sigma Investment Counselors
Michigan
$30.2M 1,483,109 +115,082 +8%
SL
9
Summitry LLC
California
$27.9M 1,369,729 +751,954 +122%
ACM
10
Advisors Capital Management
New Jersey
$25M 1,228,959 +596,179 +94%
UBS Group
11
UBS Group
Switzerland
$23.8M 1,169,143 +224,447 +24%
KA
12
Klingman & Associates
New York
$20.8M 1,024,300 +250,280 +32%
NA
13
NewEdge Advisors
Louisiana
$19.6M 963,198 +40,864 +4%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$19.5M 957,158 +462,905 +94%
Lido Advisors
15
Lido Advisors
California
$18M 884,677 +164,765 +23%
Ameriprise
16
Ameriprise
Minnesota
$16.1M 792,563 +458,522 +137%
AF
17
Arrow Financial
New York
$14.3M 702,409 +22,728 +3%
SVWAG
18
Sound View Wealth Advisors Group
Georgia
$14.2M 696,080 +45,025 +7%
EFP
19
Envision Financial Planning
Tennessee
$13.9M 681,463 +21,074 +3%
MFWM
20
Motley Fool Wealth Management
Virginia
$13.8M 679,423 +679,423 New
BMM
21
Buffington Mohr McNeal
Idaho
$13.5M 661,768 +19,245 +3%
MCM
22
MV Capital Management
Maryland
$13.4M 657,393 +102,119 +18%
MLA
23
MB, Levis & Associates
Pennsylvania
$12.7M 625,181 +9,580 +2%
US Bancorp
24
US Bancorp
Minnesota
$12.7M 623,171 -15,750 -2%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$12.5M 613,920 +101,121 +20%
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