IBDZ

iShares iBonds Dec 2034 Term Corporate ETF
IBDZ

Overview Fund Activity

73 hedge funds and large institutions have $219M invested in iShares iBonds Dec 2034 Term Corporate ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 40 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
+22
Holders Change %
+43.14%
% of All Funds
0.99%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
23
Increased
40
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPWM
1
PFG Private Wealth Management
Florida
$10.8M
2
CIA
2
Capital Investment Advisors
Georgia
$14M
3
UBS Group
3
UBS Group
Switzerland
$9.95M
4
Morgan Stanley
4
Morgan Stanley
New York
$3.35M
5
AF
5
Arrow Financial
New York
$3.83M

Top Sellers

1
MCM
1
MV Capital Management
Maryland
$15.3M
2
JWCA
2
J.W. Cole Advisors
Florida
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$224K
4
BlackRock
4
BlackRock
New York
$1.26K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$51.2K
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$2.5M +$1.21M +47,072 +95%
ACS
27
Archford Capital Strategies
Illinois
$2.12M +$172K +6,678 +9%
SP
28
Stonebrook Private
Michigan
$2.1M +$112K +4,346 +6%
OMC
29
Old Mission Capital
Illinois
$1.93M +$1.47M +56,949 +317%
CCM
30
Coldstream Capital Management
Washington
$1.68M +$50.8K +1,970 +3%
Stifel Financial
31
Stifel Financial
Missouri
$1.55M +$1.55M +60,160 New
QFA
32
Quantum Financial Advisors
California
$1.38M +$1.38M +53,348 New
HighTower Advisors
33
HighTower Advisors
Illinois
$1.35M +$362K +14,037 +37%
LHC
34
Little House Capital
Massachusetts
$1.04M +$1.04M +40,305 New
SHA
35
Seneca House Advisors
Virginia
$951K +$74.5K +2,890 +9%
KTM
36
Keeler Thomas Management
Utah
$882K +$882K +34,217 New
SFO
37
Stokes Family Office
Louisiana
$696K +$309K +12,000 +80%
FTUS
38
Flow Traders U.S.
New York
$689K +$689K +26,730 New
LPL Financial
39
LPL Financial
California
$632K +$391K +15,170 +162%
ASN
40
Advisory Services Network
Georgia
$486K +$486K +18,851 New
MSWM
41
McGlone Suttner Wealth Management
Wisconsin
$466K +$44.5K +1,726 +11%
MBT
42
Montecito Bank & Trust
California
$457K +$34K +1,319 +8%
SWM
43
Segment Wealth Management
Texas
$418K +$78.6K +3,050 +23%
GMFG
44
Greater Midwest Financial Group
Minnesota
$400K +$400K +15,523 New
CCWA
45
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$398K – – –
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$386K – – –
MA
47
Mutual Advisors
Nebraska
$331K +$79.6K +3,109 +32%
SG
48
StoneX Group
New York
$328K +$328K +12,724 New
GT
49
Glenview Trust
Kentucky
$312K +$312K +12,109 New
GCA
50
Gradient Capital Advisors
California
$296K +$39.8K +1,545 +16%
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