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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 %
WI
51
WrapManager Inc
California
$3.44M 155,116 +3,618 +2%
MA
52
MCF Advisors
Kentucky
$3.43M 154,596 +1,550 +1%
PWP
53
Precedent Wealth Partners
Texas
$3.32M 149,727 +21,520 +17%
ST
54
Sabal Trust
Florida
$3.09M 139,189 +61,605 +79%
Citadel Advisors
55
Citadel Advisors
Florida
$3.05M 137,380 +127,648 +1,312%
CA
56
CGN Advisors
Kansas
$3.03M 136,743 +7,457 +6%
CWM
57
Centric Wealth Management
Illinois
$3.01M 140,258 +140,258 New
EWM
58
Executive Wealth Management
Michigan
$2.8M 126,299 +90,967 +257%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$2.73M 123,296 +13,600 +12%
BPA
60
Beacon Pointe Advisors
California
$2.53M 113,986 +10,581 +10%
SA
61
Sanctuary Advisors
Indiana
$2.45M 113,926 +38,218 +50%
KAS
62
Kestra Advisory Services
Texas
$2.39M 107,653 -8,559 -7%
EWS
63
Evergreen Wealth Solutions
Pennsylvania
$2.23M 100,413 +5,620 +6%
IA
64
IFP Advisors
Florida
$2.02M 91,294 -852 -0.9%
HA
65
Hamel Associates
New Jersey
$1.98M 89,510 +27,785 +45%
HFRG
66
Houlihan Financial Resource Group
Virginia
$1.97M 89,000 +67,125 +307%
CCM
67
Coldstream Capital Management
Washington
$1.96M 88,232 +4,746 +6%
PSIWM
68
Paradigm Strategies in Wealth Management
Minnesota
$1.94M 87,599 +19,029 +28%
QFA
69
Quantum Financial Advisors
California
$1.91M 86,287 +11,274 +15%
Lido Advisors
70
Lido Advisors
California
$1.91M 86,061 -7,233 -8%
SP
71
Stonebrook Private
Michigan
$1.87M 84,427 +25,288 +43%
SFB
72
STAR Financial Bank
Indiana
$1.87M 84,422 +26,662 +46%
FTUS
73
Flow Traders U.S.
New York
$1.84M 83,132 +83,132 New
IW
74
Instrumental Wealth
Florida
$1.78M 81,739 +2,743 +3%
AI
75
Atria Investments
North Carolina
$1.76M 79,294 +8,110 +11%
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