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iShares iBonds Dec 2031 Term Treasury ETF
IBTL

Overview Fund Activity

49 hedge funds and large institutions have $136M invested in iShares iBonds Dec 2031 Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+4
Holders Change %
+8.89%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
25
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FA
1
Fagan Associates
New York
$3.22M
2
UBS Group
2
UBS Group
Switzerland
$5M
3
Wells Fargo
3
Wells Fargo
California
$33.7M
4
FDCDDQ
4
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.8M
5
EH
5
Equitable Holdings
New York
$6.67M

Top Sellers

1
BHWA
1
Beacon Harbor Wealth Advisors
Virginia
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$6.81M
3
Ameriprise
3
Ameriprise
Minnesota
$0
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$301K
5
Citadel Advisors
5
Citadel Advisors
Florida
$349K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
26
Compass Ion Advisors
Pennsylvania
$528K – – –
LNC
27
Lincoln National Corp
Pennsylvania
$497K +$497K +24,646 New
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$474K +$544 +27 +0.1%
IWC
29
Integrated Wealth Concepts
Massachusetts
$417K +$1.49K +74 +0.4%
MFG
30
Mendota Financial Group
Wisconsin
$406K +$144K +7,150 +55%
BFEC
31
Benjamin F. Edwards & Company
Missouri
$383K +$59.4K +2,946 +18%
Citadel Advisors
32
Citadel Advisors
Florida
$349K -$280K -13,872 -44%
SWP
33
Stratos Wealth Partners
Ohio
$343K +$101K +5,000 +42%
Financial Engines Advisors
34
Financial Engines Advisors
California
$330K +$117K +5,828 +55%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$301K -$1.65M -81,643 -85%
TFS
36
Thoroughbred Financial Services
Tennessee
$247K +$247K +12,272 New
WT
37
Washington Trust
Rhode Island
$151K +$151K +7,500 New
FCA
38
FinTrust Capital Advisors
South Carolina
$109K +$23K +1,140 +27%
Comerica Bank
39
Comerica Bank
Texas
$51.2K -$79.3K -3,935 -61%
CAL
40
Capital Analysts LLC
Pennsylvania
$46K – – –
BEI
41
Benjamin Edwards Inc
Missouri
$44K +$18.5K +919 +73%
Osaic Holdings
42
Osaic Holdings
Arizona
$36.1K – – –
PTC
43
Private Trust Company
Ohio
$25.8K – – –
AF
44
Allworth Financial
California
$20.5K – – –
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$19K +$19K +951 New
CTWM
46
Cherry Tree Wealth Management
Minnesota
$17.2K +$17.2K +852 New
PFBT
47
Parkside Financial Bank & Trust
Missouri
$14K -$121 -6 -0.9%
CTC
48
Central Trust Company
Missouri
$7.06K – – –
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$605 +$605 +30 New
BHWA
50
Beacon Harbor Wealth Advisors
Virginia
– -$18.6M -905,508 Closed
1
2
3