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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 %
FCM
151
Fortis Capital Management
Washington
$236K 10,634 +10,634 New
PJSIMP
152
P.J. Schmidt Investment Management (PJS)
Wisconsin
$234K 10,562 +10,562 New
ST
153
Spinnaker Trust
Maine
$232K 10,473 +10,473 New
HF
154
HRT Financial
New York
$228K 10,287 +10,287 New
PWA
155
Provenance Wealth Advisors
Florida
$226K 10,180 +10,180 New
FWMM
156
Foundation Wealth Management (Missouri)
Missouri
$216K 9,758 +9,758 New
TWA
157
Talisman Wealth Advisors
New Jersey
$215K 9,697 +9,697 New
Jones Financial Companies
158
Jones Financial Companies
Missouri
$204K 9,173 +6,632 +261%
AA
159
Addison Advisors
Vermont
$164K 7,405 +480 +7%
BWL
160
Bogart Wealth LLC
Virginia
$147K 6,609 +909 +16%
BCV
161
Banque Cantonale Vaudoise
Switzerland
$132K 5,965 +74 +1%
KHC
162
Koesten Hirschmann & Crabtree
Kansas
$130K 5,850 – –
SHIM
163
Stone House Investment Management
Pennsylvania
$127K 5,734 +5,734 New
HI
164
Harbour Investments
Wisconsin
$107K 4,815 -66 -1%
TC
165
Trust Company
Kansas
$102K 4,618 +2,292 +99%
CFO
166
CVA Family Office
Colorado
$101K 4,565 +4,565 New
FFA
167
Farther Finance Advisors
California
$95.4K 4,301 +4,266 +12,189%
WFA
168
Wells Financial Advisors
Massachusetts
$93.1K 4,200 – –
PFM
169
Phillips Financial Management
Indiana
$89.8K 4,049 +568 +16%
CAM
170
Creekmur Asset Management
Illinois
$73K 3,294 – –
SPIA
171
Steward Partners Investment Advisory
New York
$67K 3,022 +677 +29%
AA
172
Ancora Advisors
Ohio
$55.5K 2,503 +2,503 New
EW
173
Element Wealth
Mississippi
$51.8K 2,335 – –
BCWM
174
Bartlett & Co Wealth Management
Ohio
$44.3K 2,000 – –
JPMorgan Chase & Co
175
JPMorgan Chase & Co
New York
$31K 1,396 – –
4 5 6
7
8