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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 %
AUB
51
Atlantic Union Bankshares
Virginia
$5.73M +$5.73M +260,863 New
SWMG
52
Signature Wealth Management Group
Georgia
$5.5M +$53.5K +2,435 +1%
PWM
53
Praetorian Wealth Management
California
$5.44M +$304K +13,827 +6%
WMWM
54
Wilkins Miller Wealth Management
Alabama
$5.39M -$252K -11,444 -4%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$5.1M +$972K +44,224 +24%
4FG
56
4Thought Financial Group
New York
$4.86M -$364K -16,559 -7%
LIA
57
LBMC Investment Advisors
Tennessee
$4.71M +$2.23M +101,676 +90%
HW
58
Hancock Whitney
Mississippi
$4.68M +$4.68M +212,918 New
DSA
59
Droms Strauss Advisors
Missouri
$4.64M +$4.64M +211,259 New
FNT
60
First National Trust
Pennsylvania
$4.48M +$1.27M +57,983 +40%
KF
61
Krilogy Financial
Missouri
$4.46M +$97.5K +4,438 +2%
KTM
62
Keeler Thomas Management
Utah
$4.42M -$358K -16,272 -7%
GT
63
Glenview Trust
Kentucky
$4.28M +$1.38M +62,750 +48%
MA
64
MCF Advisors
Kentucky
$3.65M +$86.2K +3,921 +2%
Citadel Advisors
65
Citadel Advisors
Florida
$3.64M +$1.49M +67,924 +70%
WI
66
WrapManager Inc
California
$3.53M +$35.6K +1,621 +1%
KAS
67
Kestra Advisory Services
Texas
$3.48M +$820K +37,303 +31%
Wealth Enhancement Advisory Services
68
Wealth Enhancement Advisory Services
Minnesota
$3.42M +$1.67M +76,232 +95%
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$3.35M +$167K +7,604 +5%
BPA
70
Beacon Pointe Advisors
California
$3.16M +$31.5K +1,435 +1%
PWP
71
Precedent Wealth Partners
Texas
$3.08M +$316K +14,381 +11%
FBB
72
Fulton Breakefield Broenniman
Maryland
$3.06M +$1.63M +74,066 +114%
HFRG
73
Houlihan Financial Resource Group
Virginia
$3M +$146K +6,652 +5%
IA
74
IFP Advisors
Florida
$2.94M +$208K +9,452 +8%
Cetera Investment Advisers
75
Cetera Investment Advisers
Illinois
$2.88M +$311K +14,143 +12%
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