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iShares iBonds Dec 2032 Term Corporate ETF

102 hedge funds and large institutions have $474M invested in iShares iBonds Dec 2032 Term Corporate ETF in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
+18
Holders Change %
+21.43%
% of All Funds
1.48%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
21
Increased
64
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LHC
51
Little House Capital
Massachusetts
$1.01M -$179K -7,196 -15%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$997K +$222K +8,928 +29%
SP
53
Stonebrook Private
Michigan
$965K +$400K +16,120 +71%
HL
54
HeadInvest LLC
Maine
$935K +$175K +7,053 +23%
MFG
55
Mendota Financial Group
Wisconsin
$865K +$305K +12,303 +55%
Lido Advisors
56
Lido Advisors
California
$849K +$590K +23,772 +227%
KAS
57
Kestra Advisory Services
Texas
$728K +$728K +29,361 New
Citadel Advisors
58
Citadel Advisors
Florida
$725K -$6.86M -276,340 -90%
PWS
59
Peloton Wealth Strategists
Indiana
$719K
CCWA
60
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$715K +$343K +13,806 +92%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$697K +$697K +28,074 New
JPMorgan Chase & Co
62
JPMorgan Chase & Co
New York
$681K +$681K +27,431 New
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$660K +$47.8K +1,928 +8%
SFO
64
Stokes Family Office
Louisiana
$628K +$391K +15,750 +164%
LNC
65
Lincoln National Corp
Pennsylvania
$626K +$626K +25,219 New
BEI
66
Benjamin Edwards Inc
Missouri
$612K -$43K -1,731 -7%
GCA
67
Gradient Capital Advisors
California
$597K +$15.1K +610 +3%
SWM
68
Segment Wealth Management
Texas
$585K +$369K +14,870 +171%
Truist Financial
69
Truist Financial
North Carolina
$524K
Ameriprise
70
Ameriprise
Minnesota
$505K +$505K +20,360 New
BPA
71
Beacon Pointe Advisors
California
$491K +$234K +9,415 +91%
ABC
72
Associated Banc-Corp
Wisconsin
$490K +$490K +19,750 New
MML Investors Services
73
MML Investors Services
Massachusetts
$451K +$106K +4,256 +31%
UCFA
74
United Capital Financial Advisors
Texas
$450K +$12.6K +506 +3%
MA
75
Mutual Advisors
Nebraska
$423K +$156K +6,275 +58%