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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 %
Ameriprise
1
Ameriprise
Minnesota
$95.4M 4,303,802 +3,856,660 +863%
Bank of America
2
Bank of America
North Carolina
$76.7M 3,461,603 +1,364,406 +65%
CIA
3
Capital Investment Advisors
Georgia
$58.2M 2,623,120 +227,499 +9%
ACA
4
Aptus Capital Advisors
Alabama
$57.7M 2,603,389 +717,213 +38%
CAI
5
Capital Advisors Inc
Oklahoma
$51.6M 2,327,212 +97,608 +4%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$47.8M 2,156,307 +225,504 +12%
Wells Fargo
7
Wells Fargo
California
$44.6M 2,010,792 +139,690 +7%
Morgan Stanley
8
Morgan Stanley
New York
$41.6M 1,878,250 +215,800 +13%
GA
9
Gateway Advisory
New Jersey
$34.2M 1,540,405 +49,049 +3%
HighTower Advisors
10
HighTower Advisors
Illinois
$31.6M 1,426,601 +272,647 +24%
SIC
11
Sigma Investment Counselors
Michigan
$30.2M 1,364,367 +93,963 +7%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$29M 1,308,587 +53,235 +4%
US Bancorp
13
US Bancorp
Minnesota
$27.8M 1,253,408 +1,821 +0.1%
UBS Group
14
UBS Group
Switzerland
$22.2M 1,001,915 +105,816 +12%
KA
15
Klingman & Associates
New York
$21.7M 979,221 +91,358 +10%
MFG
16
Monumental Financial Group
Maryland
$21.5M 968,370 +298,300 +45%
VVP
17
Venture Visionary Partners
Ohio
$19.3M 872,273 +62,949 +8%
ACM
18
Advisors Capital Management
New Jersey
$15.9M 714,984 +17,793 +3%
SVWAG
19
Sound View Wealth Advisors Group
Georgia
$14.3M 646,385 +151,981 +31%
AF
20
Arrow Financial
New York
$14.3M 645,246 +8,516 +1%
NA
21
NewEdge Advisors
Louisiana
$14M 632,117 +533,429 +541%
BMM
22
Buffington Mohr McNeal
Idaho
$13.5M 607,607 +14,142 +2%
MCM
23
MV Capital Management
Maryland
$13.1M 589,097 +31,104 +6%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$13M 586,026 +38,106 +7%
MLA
25
MB, Levis & Associates
Pennsylvania
$12.9M 581,948 +8,299 +1%
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