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iShares iBonds Dec 2030 Term Corporate ETF
IBDV

Overview Fund Activity

189 hedge funds and large institutions have $1.09B invested in iShares iBonds Dec 2030 Term Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 122 increasing their positions, 18 reducing their positions, and 3 closing their positions.

Holders
189
Holders Change
+16
Holders Change %
+9.25%
% of All Funds
2.73%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
23
Increased
122
Reduced
18
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$95.4M
2
Bank of America
2
Bank of America
North Carolina
$76.7M
3
ACA
3
Aptus Capital Advisors
Alabama
$57.7M
4
NA
4
NewEdge Advisors
Louisiana
$14M
5
MFG
5
Monumental Financial Group
Maryland
$21.5M

Top Sellers

1
Jane Street
1
Jane Street
New York
$849K
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$10.2M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
ADL
4
Asset Dedication LLC
California
$1.2M
5
GPA
5
Guidance Point Advisors
Massachusetts
$6.89M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$10.2M 457,968 -71,761 -14%
CFS
27
Commonwealth Financial Services
West Virginia
$8.92M 403,034 +27,321 +7%
IF
28
Ironwood Financial
Arizona
$7.62M 343,727 +60,440 +21%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$7.46M 336,508 +150,604 +81%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$7.27M 327,867 +16,430 +5%
GPA
31
Guidance Point Advisors
Massachusetts
$6.89M 310,954 -17,115 -5%
PRWA
32
Platte River Wealth Advisors
Colorado
$6.85M 308,777 -6,428 -2%
KTM
33
Keeler Thomas Management
Utah
$6.56M 295,681 +384 +0.1%
PA
34
Probity Advisors
Texas
$6.46M 291,446 +37,905 +15%
HCM
35
Howland Capital Management
Massachusetts
$6.4M 288,519 +94,725 +49%
Invesco
36
Invesco
Georgia
$6.36M 286,975 +286,975 New
LWM
37
Lyell Wealth Management
California
$5.95M 268,570 +31,925 +13%
LPL Financial
38
LPL Financial
California
$5.81M 262,042 +54,575 +26%
RWP
39
RWA Wealth Partners
Massachusetts
$5.54M 249,834 +249,834 New
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$5.53M 249,604 +5,297 +2%
SSB
41
Sandy Spring Bank
Maryland
$5.3M 238,865 +18,204 +8%
RJA
42
Raymond James & Associates
Florida
$5.03M 226,820 +38,211 +20%
SWMG
43
Signature Wealth Management Group
Georgia
$5.01M 226,168 +2,797 +1%
OFA
44
Oak Family Advisors
Illinois
$4.6M 207,592 -1,490 -0.7%
4FG
45
4Thought Financial Group
New York
$4.59M 206,935 +2,559 +1%
BEI
46
Benjamin Edwards Inc
Missouri
$4.5M 203,113 +170,888 +530%
PA
47
Parallel Advisors
California
$4.47M 201,466 +72,634 +56%
PWS
48
Peloton Wealth Strategists
Indiana
$4.3M 193,900 +9,700 +5%
KF
49
Krilogy Financial
Missouri
$4.28M 192,994 +8,170 +4%
PWM
50
Praetorian Wealth Management
California
$3.65M 164,862 +10,468 +7%
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