IBDZ

iShares iBonds Dec 2034 Term Corporate ETF
IBDZ

Overview Fund Activity

51 hedge funds and large institutions have $172M invested in iShares iBonds Dec 2034 Term Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 23 increasing their positions, 2 reducing their positions, and 1 closing their positions.

Holders
51
Holders Change
+24
Holders Change %
+88.89%
% of All Funds
0.68%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
25
Increased
23
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCM
1
MV Capital Management
Maryland
$21.5M
2
Bank of America
2
Bank of America
North Carolina
$15.5M
3
UBS Group
3
UBS Group
Switzerland
$5.95M
4
CIA
4
Capital Investment Advisors
Georgia
$5.61M
5
KF
5
Krilogy Financial
Missouri
$4.54M

Top Sellers

1
SL
1
Summitry LLC
California
$28.5M
2
BlackRock
2
BlackRock
New York
$637K
3
Jane Street
3
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AF
26
Arrow Financial
New York
$1.46M 57,421 +50,339 +711%
MIH
27
Meitav Investment House
Israel
$1.33M 52,432 +52,432 New
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$1.27M 49,697 +24,079 +94%
HighTower Advisors
29
HighTower Advisors
Illinois
$976K 38,353 +26,565 +225%
Citadel Advisors
30
Citadel Advisors
Florida
$865K 33,999 +33,999 New
SHA
31
Seneca House Advisors
Virginia
$865K 33,980 +7,854 +30%
BlackRock
32
BlackRock
New York
$637K 25,049 -109,951 -81%
OMC
33
Old Mission Capital
Illinois
$457K 17,948 +17,948 New
MBT
34
Montecito Bank & Trust
California
$417K 16,397 +1,016 +7%
MSWM
35
McGlone Suttner Wealth Management
Wisconsin
$416K 16,328 +1,776 +12%
CCWA
36
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$393K 15,445 +15,445 New
SFO
37
Stokes Family Office
Louisiana
$382K 15,000 +15,000 New
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$381K 14,967 +14,967 New
SWM
39
Segment Wealth Management
Texas
$335K 13,175 +13,175 New
PAG
40
Private Advisor Group
New Jersey
$282K 11,069 – –
GCA
41
Gradient Capital Advisors
California
$253K 9,923 +2,288 +30%
MA
42
Mutual Advisors
Nebraska
$248K 9,816 +9,816 New
LPL Financial
43
LPL Financial
California
$238K 9,339 +9,339 New
AAS
44
Avantax Advisory Services
Texas
$211K 8,275 +8,275 New
Osaic Holdings
45
Osaic Holdings
Arizona
$174K 6,833 +5,733 +521%
KHC
46
Koesten Hirschmann & Crabtree
Kansas
$84K 3,300 +2,900 +725%
CFO
47
CVA Family Office
Colorado
$65.3K 2,564 +2,564 New
HWM
48
Hemington Wealth Management
Virginia
$54K 2,148 +80 +4%
IA
49
IFP Advisors
Florida
$45.5K 1,786 +1,786 New
CTWM
50
Cherry Tree Wealth Management
Minnesota
$43K 1,690 +510 +43%
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