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iShares iBonds Dec 2032 Term Treasury ETF
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Overview Fund Activity

56 hedge funds and large institutions have $158M invested in iShares iBonds Dec 2032 Term Treasury ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 12 reducing their positions, and 6 closing their positions.

Holders
56
Holders Change
+7
Holders Change %
+14.29%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
25
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWP
1
Stratos Wealth Partners
Ohio
$10.6M
2
UBS Group
2
UBS Group
Switzerland
$33.1M
3
APP
3
Avantax Planning Partners
Iowa
$3.56M
4
KF
4
Krilogy Financial
Missouri
$36.6M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.94M

Top Sellers

1
HFM
1
Hartford Financial Management
Connecticut
$359K
2
Morgan Stanley
2
Morgan Stanley
New York
$7.09M
3
SWA
3
Stratos Wealth Advisors
Ohio
$0
4
FTUS
4
Flow Traders U.S.
New York
$726K
5
HighTower Advisors
5
HighTower Advisors
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KF
1
Krilogy Financial
Missouri
$36.6M 1,616,610 +80,809 +5%
UBS Group
2
UBS Group
Switzerland
$33.1M 1,461,716 +308,982 +27%
SWP
3
Stratos Wealth Partners
Ohio
$10.6M 466,396 +426,510 +1,069%
CIM
4
Confluence Investment Management
Missouri
$9.77M 431,101 +3,510 +0.8%
RJA
5
Raymond James & Associates
Florida
$7.74M 341,431 -11,669 -3%
Truist Financial
6
Truist Financial
North Carolina
$7.11M 313,708 +20,172 +7%
Morgan Stanley
7
Morgan Stanley
New York
$7.09M 312,543 -260,693 -45%
PAS
8
Park Avenue Securities
New York
$5.03M 221,872 +28,259 +15%
JIR
9
James Investment Research
Ohio
$4.23M 186,546 -607 -0.3%
Wells Fargo
10
Wells Fargo
California
$3.77M 166,321 +38,038 +30%
APP
11
Avantax Planning Partners
Iowa
$3.56M 157,030 +157,030 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3.27M 144,127 +25,243 +21%
Bank of America
13
Bank of America
North Carolina
$2.65M 116,956 +1,940 +2%
AWP
14
Accretive Wealth Partners
New Jersey
$2.26M 101,849 +6,762 +7%
CCB
15
Country Club Bank
Missouri
$2.01M 88,701 -1,897 -2%
Citadel Advisors
16
Citadel Advisors
Florida
$1.94M 85,636 +75,326 +731%
PA
17
Probity Advisors
Texas
$1.73M 76,257 +37,569 +97%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.34M 59,113 +59,113 New
APW
19
Atlantic Private Wealth
North Carolina
$1.17M 51,423 +27,925 +119%
KAS
20
Kestra Advisory Services
Texas
$1.07M 47,270 +16,564 +54%
LPL Financial
21
LPL Financial
California
$852K 37,581 +6,196 +20%
GMFG
22
Greater Midwest Financial Group
Minnesota
$845K 37,262 -1,030 -3%
HL
23
HeadInvest LLC
Maine
$835K 36,826 +7,688 +26%
SHA
24
Seneca House Advisors
Virginia
$784K 34,605 -37,063 -52%
SFS
25
Sowell Financial Services
Arkansas
$729K 32,143 -2,596 -7%
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