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iShares iBonds Dec 2033 Term Corporate ETF
IBDY

Overview Fund Activity

48 hedge funds and large institutions have $201M invested in iShares iBonds Dec 2033 Term Corporate ETF in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 13 increasing their positions, reducing their positions, and 1 closing their positions.

Holders
48
Holders Change
+33
Holders Change %
+220%
% of All Funds
0.7%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
34
Increased
13
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GA
1
Gateway Advisory
New Jersey
$37.9M
2
FIB
2
First Interstate Bank
Montana
$19.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$20.9M
4
Bank of America
4
Bank of America
North Carolina
$14M
5
IW
5
Instrumental Wealth
Florida
$7.87M

Top Sellers

1
HL
1
HeadInvest LLC
Maine
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$1.12M 43,409 +43,409 New
PA
27
Probity Advisors
Texas
$960K 37,152 +37,152 New
JWCA
28
J.W. Cole Advisors
Florida
$804K 31,103 +31,103 New
PIA
29
Panoramic Investment Advisors
Colorado
$756K 29,240 +29,240 New
CCM
30
Coldstream Capital Management
Washington
$716K 27,711 +27,711 New
RJFSA
31
Raymond James Financial Services Advisors
Florida
$639K 24,736 +24,736 New
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$621K 24,038 +24,038 New
BEI
33
Benjamin Edwards Inc
Missouri
$608K 23,515 +23,515 New
SP
34
Stonebrook Private
Michigan
$577K 22,303 +22,303 New
JIR
35
James Investment Research
Ohio
$532K 20,575 +20,575 New
UCFA
36
United Capital Financial Advisors
Texas
$509K 19,673 +19,673 New
Mariner
37
Mariner
Kansas
$429K 16,615 +16,615 New
MML Investors Services
38
MML Investors Services
Massachusetts
$409K 15,806 +15,806 New
FMWA
39
Forvis Mazars Wealth Advisors
Missouri
$400K 15,492 – –
CCWA
40
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$296K 11,458 +11,458 New
EIP
41
Ellis Investment Partners
Pennsylvania
$212K 8,200 +8,200 New
AAS
42
Avantax Advisory Services
Texas
$207K 8,019 +8,019 New
KHC
43
Koesten Hirschmann & Crabtree
Kansas
$128K 4,970 +4,970 New
Comerica Bank
44
Comerica Bank
Texas
$99.7K 3,857 +3,857 New
IA
45
IFP Advisors
Florida
$95.6K 3,698 +3,698 New
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$75K 2,898 +1,727 +147%
CTC
47
Central Trust Company
Missouri
$19.8K 767 +767 New
ATC
48
Adirondack Trust Company
New York
$1.49K 59 +59 New
HL
49
HeadInvest LLC
Maine
– – -100 Closed
CFGS
50
Concourse Financial Group Securities
Alabama
– – – –
1
2