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iShares iBonds Dec 2032 Term Corporate ETF
IBDX

Overview Fund Activity

45 hedge funds and large institutions have $144M invested in iShares iBonds Dec 2032 Term Corporate ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 2 reducing their positions, and 1 closing their positions.

Holders
45
Holders Change
+9
Holders Change %
+25%
% of All Funds
0.71%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
10
Increased
29
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACA
1
Aptus Capital Advisors
Alabama
$34.1M
2
Bank of America
2
Bank of America
North Carolina
$16.4M
3
UBS Group
3
UBS Group
Switzerland
$9.07M
4
PSIWM
4
Paradigm Strategies in Wealth Management
Minnesota
$4.92M
5
PRWA
5
Platte River Wealth Advisors
Colorado
$3.72M

Top Sellers

1
CCM
1
Coldstream Capital Management
Washington
$0
2
4FG
2
4Thought Financial Group
New York
$3.56M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$19.1K
Name Market Value Shares Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$34.1M 1,384,132 +1,384,132 New
Bank of America
2
Bank of America
North Carolina
$16.4M 666,971 +350,269 +111%
MLA
3
MB, Levis & Associates
Pennsylvania
$9.43M 383,068 +76,873 +25%
UBS Group
4
UBS Group
Switzerland
$9.07M 368,283 +248,631 +208%
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$7.86M 319,132 +34,139 +12%
AF
6
Arrow Financial
New York
$7.3M 296,454 +105,489 +55%
Jane Street
7
Jane Street
New York
$6.09M 247,498 +146,979 +146%
PSIWM
8
Paradigm Strategies in Wealth Management
Minnesota
$4.92M 200,005 +200,005 New
SHA
9
Seneca House Advisors
Virginia
$4.65M 189,036 +29,278 +18%
Wells Fargo
10
Wells Fargo
California
$4.5M 182,854 +58,661 +47%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$4.42M 179,704 +7,317 +4%
KF
12
Krilogy Financial
Missouri
$3.85M 156,401 +1,761 +1%
PRWA
13
Platte River Wealth Advisors
Colorado
$3.72M 150,980 +150,980 New
GPA
14
Guidance Point Advisors
Massachusetts
$3.71M 150,496 +150,496 New
4FG
15
4Thought Financial Group
New York
$3.56M 144,502 -6,751 -4%
CA
16
CGN Advisors
Kansas
$3.14M 127,521 +13,614 +12%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$2.58M 104,638 +6,986 +7%
VVP
18
Venture Visionary Partners
Ohio
$1.89M 76,940 +151 +0.2%
Stifel Financial
19
Stifel Financial
Missouri
$1.35M 54,637 +2,662 +5%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.3M 52,757 +4,902 +10%
SSB
21
Sandy Spring Bank
Maryland
$1.18M 48,065 +28,905 +151%
SWMG
22
Signature Wealth Management Group
Georgia
$1.17M 47,590 +734 +2%
LHC
23
Little House Capital
Massachusetts
$996K 40,459 +3,033 +8%
OCAM
24
Onex Canada Asset Management
Ontario, Canada
$938K 40,352 – –
ACS
25
Archford Capital Strategies
Illinois
$929K 37,741 +9,617 +34%
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