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iShares iBonds Dec 2032 Term Corporate ETF
IBDX

Overview Fund Activity

106 hedge funds and large institutions have $565M invested in iShares iBonds Dec 2032 Term Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 76 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
+4
Holders Change %
+3.92%
% of All Funds
1.54%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
12
Increased
76
Reduced
10
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$54.9M
2
FIB
2
First Interstate Bank
Montana
$52.5M
3
ACA
3
Aptus Capital Advisors
Alabama
$37.8M
4
CIA
4
Capital Investment Advisors
Georgia
$40.1M
5
Jane Street
5
Jane Street
New York
$6.08M

Top Sellers

1
NA
1
NewEdge Advisors
Louisiana
$13.1M
2
SL
2
Summitry LLC
California
$24.4M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.43M
4
CCM
4
Coldstream Capital Management
Washington
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
76
Truist Financial
North Carolina
$539K +$20.3K +825 +4%
BPA
77
Beacon Pointe Advisors
California
$512K +$26.4K +1,075 +5%
MBT
78
Montecito Bank & Trust
California
$450K +$151K +6,151 +51%
BFG
79
Beacon Financial Group
Texas
$448K +$448K +18,256 New
MA
80
Mutual Advisors
Nebraska
$435K +$9.67K +388 +2%
Comerica Bank
81
Comerica Bank
Texas
$416K +$45.4K +1,847 +12%
FNB
82
Farmers National Bank
Kentucky
$380K +$136K +5,533 +56%
JWCA
83
J.W. Cole Advisors
Florida
$371K +$101K +4,104 +37%
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$370K +$51.5K +2,097 +16%
IWC
85
Integrated Wealth Concepts
Massachusetts
$358K +$23.8K +971 +7%
Cetera Investment Advisers
86
Cetera Investment Advisers
Illinois
$319K +$319K +13,001 New
FTUS
87
Flow Traders U.S.
New York
$278K -$24.6K -1,000 -8%
Mercer Global Advisors
88
Mercer Global Advisors
Colorado
$274K +$274K +11,152 New
EWS
89
Evergreen Wealth Solutions
Pennsylvania
$256K +$256K +10,421 New
CHA
90
Cooper/Haims Advisors
New York
$256K – – –
AAS
91
Avantax Advisory Services
Texas
$256K +$18.7K +761 +8%
AWA
92
Arkadios Wealth Advisors
Georgia
$220K +$220K +8,940 New
ATC
93
Adirondack Trust Company
New York
$215K +$86.6K +3,529 +68%
AA
94
Addison Advisors
Vermont
$205K +$75.8K +3,088 +59%
HI
95
Hendershot Investments
Virginia
$200K +$200K +8,156 New
RBC
96
Roble Belko & Company
Pennsylvania
$151K +$51.3K +2,083 +51%
KHC
97
Koesten Hirschmann & Crabtree
Kansas
$127K – – –
CTWM
98
Cherry Tree Wealth Management
Minnesota
$95.9K – – –
IA
99
IFP Advisors
Florida
$95K +$442 +18 +0.5%
SPIA
100
Steward Partners Investment Advisory
New York
$51.4K – – –
1 2 3
4
5