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iShares iBonds Dec 2032 Term Treasury ETF
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Overview Fund Activity

49 hedge funds and large institutions have $151M invested in iShares iBonds Dec 2032 Term Treasury ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 19 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
49
Holders Change
+19
Holders Change %
+63.33%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
22
Increased
19
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$13.2M
2
Truist Financial
2
Truist Financial
North Carolina
$6.78M
3
SWA
3
Stratos Wealth Advisors
Ohio
$4.98M
4
JIR
4
James Investment Research
Ohio
$4.33M
5
FTUS
5
Flow Traders U.S.
New York
$2.75M

Top Sellers

1
KF
1
Krilogy Financial
Missouri
$35.5M
2
Jane Street
2
Jane Street
New York
$0
3
CIM
3
Confluence Investment Management
Missouri
$9.88M
4
BlackRock
4
BlackRock
New York
$0
5
RJA
5
Raymond James & Associates
Florida
$8.16M
Name Market Value Shares Shares
Change 		Shares
Change %
KF
1
Krilogy Financial
Missouri
$35.5M 1,535,801 -98,279 -6%
UBS Group
2
UBS Group
Switzerland
$26.6M 1,152,734 +57,965 +5%
Morgan Stanley
3
Morgan Stanley
New York
$13.2M 573,236 +573,236 New
CIM
4
Confluence Investment Management
Missouri
$9.88M 427,591 -21,593 -5%
RJA
5
Raymond James & Associates
Florida
$8.16M 353,100 -5,617 -2%
Truist Financial
6
Truist Financial
North Carolina
$6.78M 293,536 +293,536 New
HFM
7
Hartford Financial Management
Connecticut
$6.65M 287,914 +3,158 +1%
SWA
8
Stratos Wealth Advisors
Ohio
$4.98M 215,393 +215,393 New
PAS
9
Park Avenue Securities
New York
$4.47M 193,613 +70,153 +57%
JIR
10
James Investment Research
Ohio
$4.33M 187,153 +187,153 New
Wells Fargo
11
Wells Fargo
California
$2.96M 128,283 +19,699 +18%
FTUS
12
Flow Traders U.S.
New York
$2.75M 119,182 +109,578 +1,141%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.75M 118,884 +87,702 +281%
Bank of America
14
Bank of America
North Carolina
$2.66M 115,016 +86,957 +310%
AWP
15
Accretive Wealth Partners
New Jersey
$2.2M 95,087 +95,087 New
CCB
16
Country Club Bank
Missouri
$2.1M 90,598 +1,800 +2%
SHA
17
Seneca House Advisors
Virginia
$1.66M 71,668 +954 +1%
HighTower Advisors
18
HighTower Advisors
Illinois
$1.32M 57,098 +57,098 New
SWP
19
Stratos Wealth Partners
Ohio
$922K 39,886 +39,886 New
PA
20
Probity Advisors
Texas
$894K 38,688 +38,688 New
GMFG
21
Greater Midwest Financial Group
Minnesota
$885K 38,292 +38,292 New
SFS
22
Sowell Financial Services
Arkansas
$803K 34,739 +34,739 New
MA
23
Mutual Advisors
Nebraska
$803K 34,739 +34,739 New
LPL Financial
24
LPL Financial
California
$725K 31,385 +6,600 +27%
KAS
25
Kestra Advisory Services
Texas
$710K 30,706 +1,800 +6%
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