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 %
SL
1
Summitry LLC
California
$28.5M 1,120,686 -309,233 -22%
MCM
2
MV Capital Management
Maryland
$21.5M 846,494 +679,633 +407%
Bank of America
3
Bank of America
North Carolina
$15.5M 608,719 +608,719 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$14.6M 573,447 +23,021 +4%
MLA
5
MB, Levis & Associates
Pennsylvania
$12.4M 486,258 +4,485 +0.9%
UBS Group
6
UBS Group
Switzerland
$5.95M 233,967 +225,092 +2,536%
PSIWM
7
Paradigm Strategies in Wealth Management
Minnesota
$5.85M 229,714 +43,645 +23%
CIA
8
Capital Investment Advisors
Georgia
$5.61M 220,457 +192,141 +679%
GPA
9
Guidance Point Advisors
Massachusetts
$4.75M 186,758 +25,996 +16%
KF
10
Krilogy Financial
Missouri
$4.54M 178,341 +178,341 New
4FG
11
4Thought Financial Group
New York
$4.1M 161,247 +161,247 New
BEI
12
Benjamin Edwards Inc
Missouri
$3.88M 152,472 +152,472 New
SSB
13
Sandy Spring Bank
Maryland
$3.6M 141,398 +113,454 +406%
Lido Advisors
14
Lido Advisors
California
$3.44M 135,239 +135,239 New
US Bancorp
15
US Bancorp
Minnesota
$3.1M 121,780 +121,780 New
PA
16
Probity Advisors
Texas
$3.08M 120,838 +120,838 New
PA
17
Parallel Advisors
California
$3.01M 118,375 +113,857 +2,520%
KAS
18
Kestra Advisory Services
Texas
$2.53M 99,355 +80,551 +428%
JWCA
19
J.W. Cole Advisors
Florida
$2.27M 89,295 +25,202 +39%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$2.24M 87,983 +87,983 New
ST
21
Sabal Trust
Florida
$2.2M 86,483 +42,524 +97%
SP
22
Stonebrook Private
Michigan
$1.97M 77,213 +77,213 New
ACS
23
Archford Capital Strategies
Illinois
$1.92M 75,627 +75,627 New
CCM
24
Coldstream Capital Management
Washington
$1.61M 63,067 +63,067 New
Raymond James Financial
25
Raymond James Financial
Florida
$1.58M 62,226 +62,226 New
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