IBDZ

iShares iBonds Dec 2034 Term Corporate ETF
IBDZ

Overview Fund Activity

27 hedge funds and large institutions have $92.4M invested in iShares iBonds Dec 2034 Term Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and closing their positions.

Holders
27
Holders Change
+22
Holders Change %
+440%
% of All Funds
0.39%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
22
Increased
3
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$14.7M
2
MLA
2
MB, Levis & Associates
Pennsylvania
$12.9M
3
PSIWM
3
Paradigm Strategies in Wealth Management
Minnesota
$4.97M
4
MCM
4
MV Capital Management
Maryland
$4.46M
5
GPA
5
Guidance Point Advisors
Massachusetts
$4.29M

Top Sellers

1
BlackRock
1
BlackRock
New York
$3.61M
2
Jane Street
2
Jane Street
New York
$771K
Name Market Value Shares Shares
Change 		Shares
Change %
SL
1
Summitry LLC
California
$38.2M 1,429,919 +24,402 +2%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$14.7M 550,426 +550,426 New
MLA
3
MB, Levis & Associates
Pennsylvania
$12.9M 481,773 +481,773 New
PSIWM
4
Paradigm Strategies in Wealth Management
Minnesota
$4.97M 186,069 +186,069 New
MCM
5
MV Capital Management
Maryland
$4.46M 166,861 +166,861 New
GPA
6
Guidance Point Advisors
Massachusetts
$4.29M 160,762 +160,762 New
BlackRock
7
BlackRock
New York
$3.61M 135,000 -165,000 -55%
JWCA
8
J.W. Cole Advisors
Florida
$1.71M 64,093 +64,093 New
ST
9
Sabal Trust
Florida
$1.17M 43,959 +43,959 New
Jane Street
10
Jane Street
New York
$771K 28,854 -37,791 -57%
CIA
11
Capital Investment Advisors
Georgia
$756K 28,316 +28,316 New
SSB
12
Sandy Spring Bank
Maryland
$746K 27,944 +27,944 New
SHA
13
Seneca House Advisors
Virginia
$698K 26,126 +26,126 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$684K 25,618 +12,545 +96%
KAS
15
Kestra Advisory Services
Texas
$502K 18,804 +18,804 New
MBT
16
Montecito Bank & Trust
California
$411K 15,381 +15,381 New
MSWM
17
McGlone Suttner Wealth Management
Wisconsin
$389K 14,552 +14,552 New
HighTower Advisors
18
HighTower Advisors
Illinois
$314K 11,788 +11,788 New
PAG
19
Private Advisor Group
New Jersey
$296K 11,069 +11,069 New
UBS Group
20
UBS Group
Switzerland
$237K 8,875 +8,875 New
GCA
21
Gradient Capital Advisors
California
$204K 7,635 +7,635 New
AF
22
Arrow Financial
New York
$189K 7,082 +7,082 New
PA
23
Parallel Advisors
California
$121K 4,518 +4,321 +2,193%
HWM
24
Hemington Wealth Management
Virginia
$53K 2,068 +2,068 New
CTWM
25
Cherry Tree Wealth Management
Minnesota
$31.5K 1,180 +1,180 New
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