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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 %
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$623K +$623K +24,683 New
GCA
52
Gradient Capital Advisors
California
$592K +$193K +7,632 +48%
SP
53
Stonebrook Private
Michigan
$575K +$575K +22,785 New
MFG
54
Mendota Financial Group
Wisconsin
$569K +$569K +22,568 New
MSWM
55
McGlone Suttner Wealth Management
Wisconsin
$549K +$260K +10,305 +90%
Truist Financial
56
Truist Financial
North Carolina
$514K +$514K +21,133 New
CA
57
Cetera Advisors
Colorado
$447K +$101 +4 +0%
UCFA
58
United Capital Financial Advisors
Texas
$445K +$445K +17,620 New
Mariner
59
Mariner
Kansas
$441K +$441K +17,478 New
CCWA
60
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$379K +$379K +15,007 New
MML Investors Services
61
MML Investors Services
Massachusetts
$352K +$352K +13,936 New
IWC
62
Integrated Wealth Concepts
Massachusetts
$342K +$342K +13,554 New
PWP
63
Precedent Wealth Partners
Texas
$339K +$339K +13,420 New
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
$313K +$67.9K +2,692 +28%
Koshinski Asset Management
65
Koshinski Asset Management
Illinois
$303K +$303K +12,000 New
MA
66
Mutual Advisors
Nebraska
$272K +$272K +10,794 New
Lido Advisors
67
Lido Advisors
California
$264K +$264K +10,451 New
CHA
68
Cooper/Haims Advisors
New York
$263K
BPA
69
Beacon Pointe Advisors
California
$261K +$261K +10,363 New
SFO
70
Stokes Family Office
Louisiana
$242K +$242K +9,580 New
Comerica Bank
71
Comerica Bank
Texas
$231K -$8.07K -320 -3%
SWM
72
Segment Wealth Management
Texas
$220K +$220K +8,700 New
AAS
73
Avantax Advisory Services
Texas
$207K +$207K +8,217 New
KHC
74
Koesten Hirschmann & Crabtree
Kansas
$129K +$129K +5,100 New
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$115K +$103K +4,094 +912%