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iShares iBonds Dec 2030 Term Corporate ETF
IBDV

Overview Fund Activity

96 hedge funds and large institutions have $358M invested in iShares iBonds Dec 2030 Term Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 52 increasing their positions, 13 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+18
Holders Change %
+23.08%
% of All Funds
1.53%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
20
Increased
52
Reduced
13
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIA
1
Capital Investment Advisors
Georgia
$35.7M
2
MCM
2
MV Capital Management
Maryland
$7.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$17.4M
4
Bank of America
4
Bank of America
North Carolina
$32.3M
5
US Bancorp
5
US Bancorp
Minnesota
$9.96M

Top Sellers

1
ACA
1
Aptus Capital Advisors
Alabama
$25.4M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$228K
3
PPWM
3
PFG Private Wealth Management
Florida
$4.84M
4
Ameriprise
4
Ameriprise
Minnesota
$12.1M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$24K
Name Holding Trade Value Shares
Change 		Shares
Change %
GPA
26
Guidance Point Advisors
Massachusetts
$4.13M +$346K +16,972 +9%
4FG
27
4Thought Financial Group
New York
$3.52M +$107K +5,246 +3%
KF
28
Krilogy Financial
Missouri
$3.48M +$69.8K +3,423 +2%
CA
29
CGN Advisors
Kansas
$3.43M +$142K +6,966 +4%
SSB
30
Sandy Spring Bank
Maryland
$3.4M +$347K +17,012 +11%
MA
31
MCF Advisors
Kentucky
$3M +$2.6M +127,559 +655%
PWS
32
Peloton Wealth Strategists
Indiana
$2.91M +$801K +39,300 +38%
Wells Fargo
33
Wells Fargo
California
$2.84M +$10.3K +505 +0.4%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$2.61M +$1.05M +51,357 +67%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$2.5M +$182K +8,914 +8%
LPL Financial
36
LPL Financial
California
$2.16M +$492K +24,134 +29%
LWM
37
Lyell Wealth Management
California
$1.96M +$1.96M +96,195 New
ACS
38
Archford Capital Strategies
Illinois
$1.47M +$93.7K +4,599 +7%
Stifel Financial
39
Stifel Financial
Missouri
$1.47M +$154K +7,559 +12%
UCFA
40
United Capital Financial Advisors
Texas
$1.39M -$126K -6,173 -8%
EWS
41
Evergreen Wealth Solutions
Pennsylvania
$1.27M +$119K +5,850 +10%
HCM
42
Howland Capital Management
Massachusetts
$1.2M +$1.2M +58,910 New
NA
43
NewEdge Advisors
Louisiana
$1.19M -$80.1K -3,931 -6%
LHC
44
Little House Capital
Massachusetts
$1.16M +$124K +6,084 +12%
AWM
45
AE Wealth Management
Kansas
$1.04M +$1.04M +51,067 New
RJA
46
Raymond James & Associates
Florida
$939K +$224K +10,978 +31%
FNB
47
Farmers National Bank
Kentucky
$822K +$30.7K +1,508 +4%
RBC
48
Roble Belko & Company
Pennsylvania
$693K +$495K +24,300 +250%
CWM
49
Cabot Wealth Management
Massachusetts
$685K +$685K +33,633 New
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$671K -$7.17K -352 -1%
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