IBTM icon

iShares iBonds Dec 2032 Term Treasury ETF
IBTM

Overview Fund Activity

65 hedge funds and large institutions have $192M invested in iShares iBonds Dec 2032 Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 10 reducing their positions, and 4 closing their positions.

Holders
65
Holders Change
+7
Holders Change %
+12.07%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
29
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
1
NewEdge Advisors
Louisiana
$18.8M
2
SWP
2
Stratos Wealth Partners
Ohio
$13.9M
3
KF
3
Krilogy Financial
Missouri
$41.7M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.75M
5
WP
5
WealthShield Partners
North Carolina
$681K

Top Sellers

1
APP
1
Avantax Planning Partners
Iowa
$228K
2
CCM
2
Coldstream Capital Management
Washington
$0
3
PAS
3
Park Avenue Securities
New York
$5.21M
4
SFS
4
Sowell Financial Services
Arkansas
$0
5
MA
5
Mutual Advisors
Nebraska
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$792K 33,717 +1,586 +5%
WP
27
WealthShield Partners
North Carolina
$681K 23,983 +23,983 New
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$664K 28,269 +1,188 +4%
Osaic Holdings
29
Osaic Holdings
Arizona
$567K 24,164 +1,174 +5%
Stifel Financial
30
Stifel Financial
Missouri
$529K 22,514 +648 +3%
PAG
31
Private Advisor Group
New Jersey
$493K 21,000 +5,300 +34%
TFS
32
Thoroughbred Financial Services
Tennessee
$473K 20,145 +7,607 +61%
MFG
33
Mendota Financial Group
Wisconsin
$472K 20,092 +1,931 +11%
LWL
34
Leo Wealth LLC
Texas
$465K 19,790 +19,790 New
BCM
35
Brookstone Capital Management
Illinois
$423K 18,036 -640 -3%
IWC
36
Integrated Wealth Concepts
Massachusetts
$404K 17,199 +27 +0.2%
SHA
37
Seneca House Advisors
Virginia
$365K 15,561 -6,669 -30%
Financial Engines Advisors
38
Financial Engines Advisors
California
$362K 15,405 +669 +5%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$305K 12,985 +4,114 +46%
SWA
40
Stratos Wealth Advisors
Ohio
$296K 12,615 +12,615 New
JCM
41
Jacobi Capital Management
Pennsylvania
$271K 11,534 +11,534 New
APP
42
Avantax Planning Partners
Iowa
$228K 9,713 -86,661 -90%
CSPIA
43
Cary Street Partners Investment Advisory
Virginia
$212K 9,019 +9,019 New
HFM
44
Hartford Financial Management
Connecticut
$162K 6,897 -2,457 -26%
WT
45
Washington Trust
Rhode Island
$157K 6,670 – –
CTC
46
Central Trust Company
Missouri
$138K 5,887 +23 +0.4%
CWM
47
CarsonAllaria Wealth Management
Illinois
$115K 4,902 +4,902 New
PFBT
48
Parkside Financial Bank & Trust
Missouri
$110K 4,679 +311 +7%
FCA
49
FinTrust Capital Advisors
South Carolina
$109K 4,653 – –
PA
50
Parallel Advisors
California
$61.4K 2,616 +2,616 New
1
2
3