IBDZ

iShares iBonds Dec 2034 Term Corporate ETF
IBDZ

Overview Fund Activity

78 hedge funds and large institutions have $266M invested in iShares iBonds Dec 2034 Term Corporate ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 14 reducing their positions, and 7 closing their positions.

Holders
78
Holders Change
+5
Holders Change %
+6.85%
% of All Funds
1.05%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
15
Increased
39
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIA
1
Capital Investment Advisors
Georgia
$45.1M
2
AUB
2
Atlantic Union Bankshares
Virginia
$4.46M
3
HW
3
Hancock Whitney
Mississippi
$3.38M
4
JWCA
4
J.W. Cole Advisors
Florida
$2.53M
5
AF
5
Arrow Financial
New York
$6.28M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$7.87M
2
OMC
2
Old Mission Capital
Illinois
$0
3
Stifel Financial
3
Stifel Financial
Missouri
$0
4
MCM
4
MV Capital Management
Maryland
$14.8M
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CIA
1
Capital Investment Advisors
Georgia
$45.1M 1,724,476 +1,182,590 +218%
SL
2
Summitry LLC
California
$31.9M 1,220,656 +42,868 +4%
Bank of America
3
Bank of America
North Carolina
$18.1M 692,459 +1,267 +0.2%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$16M 611,693 +10,700 +2%
MCM
5
MV Capital Management
Maryland
$14.8M 566,737 -26,925 -5%
MLA
6
MB, Levis & Associates
Pennsylvania
$13M 496,549 +8,145 +2%
PPWM
7
PFG Private Wealth Management
Florida
$11.3M 433,326 +13,161 +3%
UBS Group
8
UBS Group
Switzerland
$7.87M 301,083 -84,804 -22%
AF
9
Arrow Financial
New York
$6.28M 240,155 +91,755 +62%
PSIWM
10
Paradigm Strategies in Wealth Management
Minnesota
$5.92M 226,502 -6,419 -3%
GPA
11
Guidance Point Advisors
Massachusetts
$5.56M 212,891 +15,828 +8%
US Bancorp
12
US Bancorp
Minnesota
$4.87M 186,383 +27,892 +18%
KF
13
Krilogy Financial
Missouri
$4.7M 179,980 -25,388 -12%
BEI
14
Benjamin Edwards Inc
Missouri
$4.55M 174,169 -9,622 -5%
Lido Advisors
15
Lido Advisors
California
$4.54M 173,662 +14,722 +9%
AUB
16
Atlantic Union Bankshares
Virginia
$4.46M 170,822 +170,822 New
Morgan Stanley
17
Morgan Stanley
New York
$4.42M 169,241 +39,333 +30%
4FG
18
4Thought Financial Group
New York
$4.32M 165,429 +3,024 +2%
PA
19
Parallel Advisors
California
$4.22M 161,318 +21,035 +15%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$3.81M 145,985 +47,090 +48%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$3.79M 145,151 +48,382 +50%
KAS
22
Kestra Advisory Services
Texas
$3.75M 143,445 +11,760 +9%
PA
23
Probity Advisors
Texas
$3.69M 141,238 +12,087 +9%
Raymond James Financial
24
Raymond James Financial
Florida
$3.41M 130,641 +12,693 +11%
HW
25
Hancock Whitney
Mississippi
$3.38M 129,408 +129,408 New
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