IBDV icon

iShares iBonds Dec 2030 Term Corporate ETF
IBDV

Overview Fund Activity

173 hedge funds and large institutions have $819M invested in iShares iBonds Dec 2030 Term Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 108 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+22
Holders Change %
+14.57%
% of All Funds
2.52%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.13%
New
26
Increased
108
Reduced
17
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAI
1
Capital Advisors Inc
Oklahoma
$47.4M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$41M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$24.5M
4
Wells Fargo
4
Wells Fargo
California
$39.8M
5
MFG
5
Monumental Financial Group
Maryland
$14.2M

Top Sellers

1
SL
1
Summitry LLC
California
$0
2
UBS Group
2
UBS Group
Switzerland
$19.1M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$5.19M
4
US Bancorp
4
US Bancorp
Minnesota
$26.6M
5
OMC
5
Old Mission Capital
Illinois
$505K
Name Holding Trade Value Shares
Change 		Shares
Change %
ACS
76
Archford Capital Strategies
Illinois
$1.29M +$42.7K +2,008 +3%
SP
77
Stonebrook Private
Michigan
$1.26M +$297K +13,974 +31%
SFB
78
STAR Financial Bank
Indiana
$1.23M +$1.23M +57,760 New
MIH
79
Meitav Investment House
Israel
$1.19M +$50.4K +2,370 +4%
LHC
80
Little House Capital
Massachusetts
$1.14M +$134K +6,296 +13%
ABC
81
Associated Banc-Corp
Wisconsin
$1.09M +$230K +10,828 +27%
CWM
82
Cabot Wealth Management
Massachusetts
$1.06M +$219K +10,298 +26%
SWM
83
Segment Wealth Management
Texas
$983K +$224K +10,530 +30%
FNB
84
Farmers National Bank
Kentucky
$914K +$30.9K +1,455 +4%
Cetera Investment Advisers
85
Cetera Investment Advisers
Illinois
$911K -$222K -10,437 -20%
BFG
86
Beacon Financial Group
Texas
$911K +$153K +7,189 +20%
CTWM
87
Cherry Tree Wealth Management
Minnesota
$903K +$665K +31,293 +280%
MFG
88
Mendota Financial Group
Wisconsin
$873K +$10.2K +479 +1%
CCWA
89
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$869K +$38K +1,789 +5%
NC
90
NovaPoint Capital
Georgia
$832K +$832K +39,153 New
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$791K +$510K +23,993 +182%
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$776K +$2.72K +128 +0.4%
EWM
93
Executive Wealth Management
Michigan
$751K +$304K +14,309 +68%
SWP
94
Stratos Wealth Partners
Ohio
$747K -$38.1K -1,791 -5%
BEI
95
Benjamin Edwards Inc
Missouri
$685K +$106K +4,986 +18%
PAG
96
Private Advisor Group
New Jersey
$680K +$450K +21,156 +196%
MA
97
MONECO Advisors
Connecticut
$668K +$56.2K +2,644 +9%
GT
98
Glenview Trust
Kentucky
$643K +$643K +30,250 New
IWC
99
Integrated Wealth Concepts
Massachusetts
$634K +$55.8K +2,626 +10%
Wealth Enhancement Advisory Services
100
Wealth Enhancement Advisory Services
Minnesota
$600K +$57K +2,679 +10%
2 3
4
5 6