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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 %
WCM
76
Windsor Capital Management
Arizona
$2.6M +$2.6M +118,379 New
JPMorgan Chase & Co
77
JPMorgan Chase & Co
New York
$2.55M -$2.73M -124,016 -52%
SFB
78
STAR Financial Bank
Indiana
$2.54M +$215K +9,771 +9%
ACM
79
Arcataur Capital Management
Wisconsin
$2.48M +$223K +10,155 +10%
HA
80
Hamel Associates
New Jersey
$2.47M +$76.4K +3,475 +3%
QFA
81
Quantum Financial Advisors
California
$2.44M +$127K +5,774 +5%
FTUS
82
Flow Traders U.S.
New York
$2.37M +$2.37M +107,721 New
ATC
83
Adirondack Trust Company
New York
$2.31M +$305K +13,865 +15%
RPC
84
Rossmore Private Capital
Connecticut
$2.21M +$1.22M +55,697 +124%
SP
85
Stonebrook Private
Michigan
$2.2M +$46.7K +2,126 +2%
Mariner
86
Mariner
Kansas
$2.08M +$33.7K +1,534 +2%
IW
87
Instrumental Wealth
Florida
$2.01M +$52.5K +2,415 +3%
WA
88
Wealthstar Advisors
Texas
$2M -$350K -15,907 -15%
GRP
89
Global Retirement Partners
California
$1.99M +$1.99M +90,600 New
EWS
90
Evergreen Wealth Solutions
Pennsylvania
$1.93M -$117K -5,334 -6%
LF
91
LifePlan Financial
Minnesota
$1.89M +$529K +24,053 +39%
ABC
92
Associated Banc-Corp
Wisconsin
$1.88M +$121K +5,519 +7%
VA
93
Valmark Advisers
Ohio
$1.84M +$383K +17,433 +26%
BlackRock
94
BlackRock
New York
$1.82M +$1.82M +82,588 +142,393%
SWM
95
Segment Wealth Management
Texas
$1.81M -$1.43K -65 -0.1%
GMFG
96
Greater Midwest Financial Group
Minnesota
$1.8M +$219K +9,948 +14%
PIM
97
Penobscot Investment Management
Massachusetts
$1.73M +$183K +8,335 +12%
DWM
98
Drive Wealth Management
Utah
$1.7M -$35.4K -1,611 -2%
JWCA
99
J.W. Cole Advisors
Florida
$1.69M +$1.69M +76,847 New
UCFA
100
United Capital Financial Advisors
Texas
$1.68M +$140K +6,376 +9%
2 3
4
5 6