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iShares iBonds Dec 2032 Term Corporate ETF

84 hedge funds and large institutions have $356M invested in iShares iBonds Dec 2032 Term Corporate ETF in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 39 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+28
Holders Change %
+50%
% of All Funds
1.23%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
33
Increased
39
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BFEC
26
Benjamin F. Edwards & Company
Missouri
$3.24M +$2.92M +115,817 +932%
HighTower Advisors
27
HighTower Advisors
Illinois
$3.19M +$2.78M +110,436 +691%
SSB
28
Sandy Spring Bank
Maryland
$2.88M +$505K +20,032 +21%
CA
29
CGN Advisors
Kansas
$2.79M -$610K -24,159 -18%
LWM
30
Lyell Wealth Management
California
$2.26M +$2.26M +89,550 New
MA
31
MCF Advisors
Kentucky
$2.24M +$35.2K +1,394 +2%
ACS
32
Archford Capital Strategies
Illinois
$2.08M +$1.07M +42,508 +106%
VVP
33
Venture Visionary Partners
Ohio
$1.94M -$16.3K -647 -0.8%
RA
34
RFG Advisory
Alabama
$1.76M +$1.76M +69,576 New
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$1.59M +$3K +119 +0.2%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$1.58M +$1.53M +60,634 +2,984%
SIC
37
Sigma Investment Counselors
Michigan
$1.52M +$1.52M +60,053 New
MCM
38
MV Capital Management
Maryland
$1.41M +$1.41M +55,867 New
PA
39
Parallel Advisors
California
$1.33M +$1.33M +52,877 New
SWMG
40
Signature Wealth Management Group
Georgia
$1.26M +$1.26M +49,849 New
LHC
41
Little House Capital
Massachusetts
$1.21M +$21.6K +855 +2%
RJA
42
Raymond James & Associates
Florida
$1.11M +$895K +35,454 +410%
CCM
43
Coldstream Capital Management
Washington
$1.03M +$717K +28,435 +226%
PA
44
Probity Advisors
Texas
$962K +$962K +38,148 New
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$851K +$455K +18,019 +115%
RW
46
REDW Wealth
New Mexico
$823K +$823K +32,638 New
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$788K +$22.8K +904 +3%
HL
48
HeadInvest LLC
Maine
$773K +$127K +5,043 +20%
PWS
49
Peloton Wealth Strategists
Indiana
$732K +$732K +29,000 New
BEI
50
Benjamin Edwards Inc
Missouri
$666K -$13.7K -544 -2%