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iShares iBonds Dec 2030 Term Corporate ETF
IBDV

Overview Fund Activity

134 hedge funds and large institutions have $604M invested in iShares iBonds Dec 2030 Term Corporate ETF in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 65 increasing their positions, 14 reducing their positions, and 5 closing their positions.

Holders
134
Holders Change
+38
Holders Change %
+39.58%
% of All Funds
1.96%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
43
Increased
65
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$60.3M
2
SL
2
Summitry LLC
California
$31.9M
3
UBS Group
3
UBS Group
Switzerland
$36.2M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$22.2M
5
US Bancorp
5
US Bancorp
Minnesota
$24M

Top Sellers

1
LPT
1
Legacy Private Trust
Wisconsin
$0
2
Jane Street
2
Jane Street
New York
$245K
3
Ameriprise
3
Ameriprise
Minnesota
$8.92M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$0
5
PRWA
5
Platte River Wealth Advisors
Colorado
$5.67M
Name Market Value Shares Shares
Change 		Shares
Change %
WA
101
Wealthstar Advisors
Texas
$256K 11,813 -186 -2%
LNC
102
Lincoln National Corp
Pennsylvania
$254K 11,746 +11,746 New
Jane Street
103
Jane Street
New York
$245K 11,321 -282,788 -96%
SC
104
Scotia Capital
Ontario, Canada
$245K 11,300 +11,300 New
SWP
105
Summit Wealth Partners
Florida
$243K 11,222 +11,222 New
YWM
106
Yoder Wealth Management
California
$236K 10,900 +10,900 New
ATC
107
Adirondack Trust Company
New York
$234K 10,989 +10,942 +23,281%
RWM
108
Ritholtz Wealth Management
New York
$234K 10,800 – –
MA
109
Mutual Advisors
Nebraska
$220K 10,147 +10,147 New
BWM
110
BCS Wealth Management
Tennessee
$216K 9,972 +9,972 New
SPWM
111
Straight Path Wealth Management
Michigan
$213K 9,855 +9,855 New
EWM
112
Executive Wealth Management
Michigan
$208K 9,589 +9,589 New
Comerica Bank
113
Comerica Bank
Texas
$206K 9,519 +7,965 +513%
MML Investors Services
114
MML Investors Services
Massachusetts
$204K 9,439 +9,439 New
JBA
115
Johnson Bixby & Associates
Washington
$202K 9,324 +9,324 New
BONH
116
Bank of New Hampshire
New Hampshire
$168K 7,755 +1,980 +34%
CTWM
117
Cherry Tree Wealth Management
Minnesota
$159K 7,332 +7,332 New
Northwestern Mutual Wealth Management
118
Northwestern Mutual Wealth Management
Wisconsin
$129K 5,945 +4,743 +395%
KHC
119
Koesten Hirschmann & Crabtree
Kansas
$127K 5,850 +5,850 New
BWL
120
Bogart Wealth LLC
Virginia
$108K 5,003 +2,056 +70%
FCA
121
FinTrust Capital Advisors
South Carolina
$103K 4,740 – –
HI
122
Harbour Investments
Wisconsin
$101K 4,668 +72 +2%
WFA
123
Wells Financial Advisors
Massachusetts
$90.9K 4,200 +4,200 New
SPIA
124
Steward Partners Investment Advisory
New York
$50.7K 2,345 – –
EW
125
Element Wealth
Mississippi
$50.5K 2,335 – –
2 3 4
5
6