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 %
PAG
51
Private Advisor Group
New Jersey
$285K – – –
AAS
52
Avantax Advisory Services
Texas
$272K +$58.8K +2,279 +28%
SVWA
53
Sarver Vrooman Wealth Advisors
Missouri
$237K +$237K +9,196 New
BPA
54
Beacon Pointe Advisors
California
$233K +$233K +9,041 New
Citadel Advisors
55
Citadel Advisors
Florida
$224K -$653K -25,308 -74%
VA
56
Valmark Advisers
Ohio
$219K +$219K +8,496 New
SIM
57
Seaview Investment Managers
Florida
$213K +$213K +8,245 New
ABC
58
Associated Banc-Corp
Wisconsin
$208K +$208K +8,075 New
FIB
59
First Interstate Bank
Montana
$202K +$202K +7,836 New
IA
60
IFP Advisors
Florida
$192K +$146K +5,679 +318%
KHC
61
Koesten Hirschmann & Crabtree
Kansas
$85.1K – – –
CFO
62
CVA Family Office
Colorado
$66.1K – – –
AA
63
Addison Advisors
Vermont
$62.3K +$62.3K +2,415 New
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$61K +$61K +2,354 New
HWM
65
Hemington Wealth Management
Virginia
$55K – – –
CTWM
66
Cherry Tree Wealth Management
Minnesota
$53.7K +$10.2K +394 +23%
Osaic Holdings
67
Osaic Holdings
Arizona
$51.2K -$125K -4,847 -71%
CTC
68
Central Trust Company
Missouri
$24.9K +$155 +6 +0.6%
UCB
69
United Community Bank
South Carolina
$20K +$20K +775 New
JPMorgan Chase & Co
70
JPMorgan Chase & Co
New York
$19.8K +$19.8K +768 New
Jones Financial Companies
71
Jones Financial Companies
Missouri
$12.9K +$12.9K +500 New
BlackRock
72
BlackRock
New York
$1.26K -$644K -25,000 -100%
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$1.01K +$1.01K +39 New
JWCA
74
J.W. Cole Advisors
Florida
– -$2.27M -89,295 Closed
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