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iShares iBonds Dec 2030 Term Corporate ETF
IBDV

Overview Fund Activity

212 hedge funds and large institutions have $1.18B invested in iShares iBonds Dec 2030 Term Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 127 increasing their positions, 25 reducing their positions, and 9 closing their positions.

Holders
212
Holders Change
+23
Holders Change %
+12.17%
% of All Funds
2.82%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
39
Increased
127
Reduced
25
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$56.8M
2
ACA
2
Aptus Capital Advisors
Alabama
$92.7M
3
AWM
3
Apollon Wealth Management
South Carolina
$22.2M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$37.8M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$39.6M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$73.1M
2
Invesco
2
Invesco
Georgia
$1.2M
3
US Bancorp
3
US Bancorp
Minnesota
$25.1M
4
OFA
4
Oak Family Advisors
Illinois
$2.94M
5
ADL
5
Asset Dedication LLC
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ACA
1
Aptus Capital Advisors
Alabama
$92.7M 4,341,723 +1,738,334 +67%
Bank of America
2
Bank of America
North Carolina
$82.7M 3,870,919 +409,316 +12%
Ameriprise
3
Ameriprise
Minnesota
$73.1M 3,422,727 -881,075 -20%
CIA
4
Capital Investment Advisors
Georgia
$61.7M 2,890,502 +267,382 +10%
Raymond James Financial
5
Raymond James Financial
Florida
$56.8M 2,660,892 +2,660,892 New
CAI
6
Capital Advisors Inc
Oklahoma
$52.9M 2,478,139 +150,927 +6%
Morgan Stanley
7
Morgan Stanley
New York
$46.6M 2,180,192 +301,942 +16%
Wells Fargo
8
Wells Fargo
California
$46.1M 2,158,079 +147,287 +7%
HighTower Advisors
9
HighTower Advisors
Illinois
$39.6M 1,855,633 +429,032 +30%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$37.8M 1,770,354 +461,767 +35%
SIC
11
Sigma Investment Counselors
Michigan
$31.2M 1,460,180 +95,813 +7%
US Bancorp
12
US Bancorp
Minnesota
$25.1M 1,174,209 -79,199 -6%
KA
13
Klingman & Associates
New York
$25M 1,169,191 +189,970 +19%
AWM
14
Apollon Wealth Management
South Carolina
$22.2M 1,037,175 +1,037,175 New
UBS Group
15
UBS Group
Switzerland
$21.2M 994,299 -7,616 -0.8%
VVP
16
Venture Visionary Partners
Ohio
$19.6M 916,712 +44,439 +5%
ACM
17
Advisors Capital Management
New Jersey
$15.8M 738,334 +23,350 +3%
SVWAG
18
Sound View Wealth Advisors Group
Georgia
$14.7M 687,539 +41,154 +6%
MCM
19
MV Capital Management
Maryland
$14.4M 674,793 +85,696 +15%
AF
20
Arrow Financial
New York
$14.3M 667,244 +21,998 +3%
NA
21
NewEdge Advisors
Louisiana
$13.5M 631,335 -782 -0.1%
BMM
22
Buffington Mohr McNeal
Idaho
$13.4M 625,184 +17,577 +3%
MLA
23
MB, Levis & Associates
Pennsylvania
$12.6M 589,958 +8,010 +1%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$12.3M 577,968 -8,058 -1%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$11.7M 548,801 +212,293 +63%
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