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.

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

Top Sellers

1
UBS Group
UBS Group
Switzerland
$7.87M
2
OMC
Old Mission Capital
Illinois
$0
3
Stifel Financial
Stifel Financial
Missouri
$0
4
MCM
MV Capital Management
Maryland
$14.8M
5
FTUS
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MIH
26
Meitav Investment House
Israel
$2.61M -$107K -4,093 -4%
JWCA
27
J.W. Cole Advisors
Florida
$2.53M +$2.53M +96,885 New
SP
28
Stonebrook Private
Michigan
$2.18M +$49.4K +1,890 +2%
ACS
29
Archford Capital Strategies
Illinois
$2.07M -$82.8K -3,168 -4%
HighTower Advisors
30
HighTower Advisors
Illinois
$1.94M +$569K +21,785 +42%
CCM
31
Coldstream Capital Management
Washington
$1.72M +$23.2K +888 +1%
QFA
32
Quantum Financial Advisors
California
$1.4M +$1.41K +54 +0.1%
KTM
33
Keeler Thomas Management
Utah
$1.3M +$409K +15,658 +46%
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$1.17M +$1.17M +44,819 New
Jane Street
35
Jane Street
New York
$1.07M +$1.07M +41,057 New
LHC
36
Little House Capital
Massachusetts
$1.05M +$967 +37 +0.1%
SHA
37
Seneca House Advisors
Virginia
$896K -$67.4K -2,579 -7%
MA
38
MCF Advisors
Kentucky
$859K +$859K +32,857 New
LPL Financial
39
LPL Financial
California
$829K +$189K +7,234 +30%
SFO
40
Stokes Family Office
Louisiana
$706K – – –
RWP
41
Reliant Wealth Planning
Kentucky
$695K +$695K +26,603 New
SIC
42
Sigma Investment Counselors
Michigan
$492K +$492K +18,844 New
SWM
43
Segment Wealth Management
Texas
$473K +$48.6K +1,860 +11%
ASN
44
Advisory Services Network
Georgia
$457K -$32.7K -1,257 -7%
MSWM
45
McGlone Suttner Wealth Management
Wisconsin
$436K -$35.5K -1,360 -8%
FBB
46
Fulton Breakefield Broenniman
Maryland
$422K +$422K +16,153 New
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$404K +$12.8K +490 +3%
CCWA
48
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$404K – – –
GMFG
49
Greater Midwest Financial Group
Minnesota
$400K -$5.85K -224 -1%
GCA
50
Gradient Capital Advisors
California
$396K +$96.4K +3,691 +32%
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