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iShares iBonds Dec 2030 Term Corporate ETF
IBDV

Overview Fund Activity

243 hedge funds and large institutions have $1.54B invested in iShares iBonds Dec 2030 Term Corporate ETF in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 131 increasing their positions, 45 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
+25
Holders Change %
+11.47%
% of All Funds
3.26%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
38
Increased
131
Reduced
45
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
+$77.9M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$57.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$49.5M
4
EWA
EP Wealth Advisors
California
+$14.4M
5
ACA
Aptus Capital Advisors
Alabama
+$6.89M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$22.6M
2
BEI
Benjamin Edwards Inc
Missouri
-$21.6M
3
Ameriprise
Ameriprise
Minnesota
-$19.4M
4
Raymond James Financial
Raymond James Financial
Florida
-$10.7M
5
CIM
Confluence Investment Management
Missouri
-$6.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
226
Barrett & Company
Rhode Island
$45.9K +$45.9K +2,086 New
BCWM
227
Bartlett & Co Wealth Management
Ohio
$44K – – –
PTC
228
Private Trust Company
Ohio
$31.3K +$5.56K +253 +22%
AC
229
AlphaCore Capital
California
$29.8K – – –
VWM
230
Valley Wealth Managers
New Jersey
$29.2K +$66 +3 +0.2%
CT
231
Coastline Trust
Rhode Island
$28.9K +$28.9K +1,316 New
HWM
232
Hemington Wealth Management
Virginia
$28K – – –
CAL
233
Capital Analysts LLC
Pennsylvania
$27K – – –
AGWCA
234
Annis Gardner Whiting Capital Advisors
Florida
$25.8K +$25.8K +1,172 New
EB
235
Eastern Bank
Massachusetts
$22.5K +$22.5K +1,025 New
PS
236
Principal Securities
Iowa
$22.5K – – –
PP
237
Pacifica Partners
Canada
$20.7K +$20.7K +943 New
GWSG
238
GPS Wealth Strategies Group
Colorado
$20.2K +$20.2K +921 New
AF
239
Advisornet Financial
Minnesota
$20K +$242 +11 +1%
BTI
240
Blue Trust Inc
Georgia
$18.4K +$220 +10 +1%
PNC Financial Services Group
241
PNC Financial Services Group
Pennsylvania
$18.2K +$198 +9 +1%
RF
242
Rossby Financial
Florida
$17.8K – – –
CA
243
CoreCap Advisors
Michigan
$9.01K +$9.01K +410 New
FPB
244
First PREMIER Bank
South Dakota
$8K – – –
CIM
245
Confluence Investment Management
Missouri
– -$6.13M -282,297 Closed
Bank of New York Mellon
246
Bank of New York Mellon
New York
– -$1.08M -49,537 Closed
BWM
247
BCS Wealth Management
Tennessee
– -$469K -21,589 Closed
HWM
248
HB Wealth Management
Georgia
– -$227K -10,459 Closed
BAM
249
Byrne Asset Management
New Jersey
– -$21.1K -970 Closed
Bank of Montreal
250
Bank of Montreal
Ontario, Canada
– -$8.69K -400 Closed
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