IBDV icon

iShares iBonds Dec 2030 Term Corporate ETF
IBDV

Overview Fund Activity

134 hedge funds and large institutions have $604M invested in iShares iBonds Dec 2030 Term Corporate ETF in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 65 increasing their positions, 14 reducing their positions, and 5 closing their positions.

Holders
134
Holders Change
+38
Holders Change %
+39.58%
% of All Funds
1.96%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
43
Increased
65
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$60.3M
2
SL
2
Summitry LLC
California
$31.9M
3
UBS Group
3
UBS Group
Switzerland
$36.2M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$22.2M
5
US Bancorp
5
US Bancorp
Minnesota
$24M

Top Sellers

1
LPT
1
Legacy Private Trust
Wisconsin
$0
2
Jane Street
2
Jane Street
New York
$245K
3
Ameriprise
3
Ameriprise
Minnesota
$8.92M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$0
5
PRWA
5
Platte River Wealth Advisors
Colorado
$5.67M
Name Market Value Shares Shares
Change 		Shares
Change %
PRWA
26
Platte River Wealth Advisors
Colorado
$5.67M 262,029 -59,888 -19%
GPA
27
Guidance Point Advisors
Massachusetts
$5.45M 252,010 +49,164 +24%
SWMG
28
Signature Wealth Management Group
Georgia
$4.37M 201,814 +201,814 New
OFA
29
Oak Family Advisors
Illinois
$4.13M 190,914 +190,914 New
SSB
30
Sandy Spring Bank
Maryland
$4M 184,783 +18,186 +11%
KF
31
Krilogy Financial
Missouri
$3.9M 180,190 +9,606 +6%
LWM
32
Lyell Wealth Management
California
$3.73M 172,545 +76,350 +79%
4FG
33
4Thought Financial Group
New York
$3.64M 168,275 -4,366 -3%
PWS
34
Peloton Wealth Strategists
Indiana
$3.46M 160,000 +17,000 +12%
HighTower Advisors
35
HighTower Advisors
Illinois
$3.24M 149,989 +125,545 +514%
MA
36
MCF Advisors
Kentucky
$3.22M 149,002 +1,983 +1%
CA
37
CGN Advisors
Kansas
$3.04M 140,602 -27,870 -17%
BFEC
38
Benjamin F. Edwards & Company
Missouri
$3.04M 140,403 +125,975 +873%
WI
39
WrapManager Inc
California
$3.01M 139,287 +139,287 New
RJA
40
Raymond James & Associates
Florida
$2.87M 132,708 +86,612 +188%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$2.55M 117,920 -10,056 -8%
LPL Financial
42
LPL Financial
California
$2.53M 117,127 +11,135 +11%
IF
43
Ironwood Financial
Arizona
$2.32M 107,191 +107,191 New
Goldman Sachs
44
Goldman Sachs
New York
$2.29M 105,891 +105,891 New
PA
45
Probity Advisors
Texas
$2.19M 101,131 +101,131 New
KAS
46
Kestra Advisory Services
Texas
$2.16M 99,978 +99,978 New
PWP
47
Precedent Wealth Partners
Texas
$2.08M 96,344 +96,344 New
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$1.99M 91,781 +80,576 +719%
IA
49
IFP Advisors
Florida
$1.9M 87,775 +86,089 +5,106%
PWM
50
Praetorian Wealth Management
California
$1.74M 80,575 +80,575 New
1
2
3 4 5