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iShares iBonds Dec 2030 Term Corporate ETF
IBDV

Overview Fund Activity

36 hedge funds and large institutions have $125M invested in iShares iBonds Dec 2030 Term Corporate ETF in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
36
Holders Change
+2
Holders Change %
+5.88%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
21
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$3.95M
2
Bank of America
2
Bank of America
North Carolina
$23.3M
3
AC
3
Avestar Capital
New York
$1.86M
4
GPA
4
Guidance Point Advisors
Massachusetts
$1.84M
5
CIA
5
Capital Investment Advisors
Georgia
$13.5M

Top Sellers

1
LC
1
Legacy CG
Texas
$0
2
KF
2
Krilogy Financial
Missouri
$2.18M
3
UBS Group
3
UBS Group
Switzerland
$726K
4
Jane Street
4
Jane Street
New York
$551K
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$23.3M 1,006,995 +167,008 +20%
CIM
2
Confluence Investment Management
Missouri
$22.1M 951,836 +24,538 +3%
Stifel Financial
3
Stifel Financial
Missouri
$20.7M 891,267 +48,638 +6%
CIA
4
Capital Investment Advisors
Georgia
$13.5M 584,495 +72,431 +14%
BFEC
5
Benjamin F. Edwards & Company
Missouri
$9.34M 402,981 +23,184 +6%
Invesco
6
Invesco
Georgia
$3.95M 170,249 +170,249 New
4FG
7
4Thought Financial Group
New York
$3.87M 166,813 +3,051 +2%
SSB
8
Sandy Spring Bank
Maryland
$2.64M 113,980 +29,000 +34%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$2.24M 96,482 +13,772 +17%
KF
10
Krilogy Financial
Missouri
$2.18M 93,971 -66,031 -41%
BEI
11
Benjamin Edwards Inc
Missouri
$2.06M 88,793 +7,854 +10%
AC
12
Avestar Capital
New York
$1.86M 80,176 +80,176 New
GPA
13
Guidance Point Advisors
Massachusetts
$1.84M 53,428 +53,428 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.77M 76,551 -2,885 -4%
OMC
15
Old Mission Capital
Illinois
$1.51M 65,195 +65,195 New
SWMG
16
Signature Wealth Management Group
Georgia
$1.47M 63,544 +18,518 +41%
Ameriprise
17
Ameriprise
Minnesota
$1.43M 61,735 +61,735 New
AF
18
Arrow Financial
New York
$1.07M 46,346 +35,727 +336%
Wells Fargo
19
Wells Fargo
California
$888K 38,314 +9,500 +33%
CA
20
CGN Advisors
Kansas
$793K 34,210 +3,244 +10%
BCPWM
21
Bradley & Co Private Wealth Management
Florida
$782K 33,756 – –
UBS Group
22
UBS Group
Switzerland
$726K 31,326 -20,902 -40%
US Bancorp
23
US Bancorp
Minnesota
$695K 30,016 +841 +3%
FNB
24
Farmers National Bank
Kentucky
$686K 29,590 +3,598 +14%
RJA
25
Raymond James & Associates
Florida
$675K 29,115 – –
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