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.

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 Market Value Shares Shares
Change 		Shares
Change %
SL
1
Summitry LLC
California
$30.4M 1,177,788 +57,102 +5%
Bank of America
2
Bank of America
North Carolina
$17.8M 691,192 +82,473 +14%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$15.5M 600,993 +27,546 +5%
MCM
4
MV Capital Management
Maryland
$15.3M 593,662 -252,832 -30%
CIA
5
Capital Investment Advisors
Georgia
$14M 541,886 +321,429 +146%
MLA
6
MB, Levis & Associates
Pennsylvania
$12.6M 488,404 +2,146 +0.4%
PPWM
7
PFG Private Wealth Management
Florida
$10.8M 420,165 +420,165 New
UBS Group
8
UBS Group
Switzerland
$9.95M 385,887 +151,920 +65%
PSIWM
9
Paradigm Strategies in Wealth Management
Minnesota
$6.01M 232,921 +3,207 +1%
KF
10
Krilogy Financial
Missouri
$5.3M 205,368 +27,027 +15%
GPA
11
Guidance Point Advisors
Massachusetts
$5.08M 197,063 +10,305 +6%
BEI
12
Benjamin Edwards Inc
Missouri
$4.74M 183,791 +31,319 +21%
SSB
13
Sandy Spring Bank
Maryland
$4.39M 170,318 +28,920 +20%
4FG
14
4Thought Financial Group
New York
$4.19M 162,405 +1,158 +0.7%
Lido Advisors
15
Lido Advisors
California
$4.1M 158,940 +23,701 +18%
US Bancorp
16
US Bancorp
Minnesota
$4.09M 158,491 +36,711 +30%
AF
17
Arrow Financial
New York
$3.83M 148,400 +90,979 +158%
PA
18
Parallel Advisors
California
$3.62M 140,283 +21,908 +19%
KAS
19
Kestra Advisory Services
Texas
$3.4M 131,685 +32,330 +33%
Morgan Stanley
20
Morgan Stanley
New York
$3.35M 129,908 +129,908 New
PA
21
Probity Advisors
Texas
$3.33M 129,151 +8,313 +7%
Raymond James Financial
22
Raymond James Financial
Florida
$3.04M 117,948 +55,722 +90%
ST
23
Sabal Trust
Florida
$2.77M 107,280 +20,797 +24%
MIH
24
Meitav Investment House
Israel
$2.68M 104,268 +51,836 +99%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$2.55M 98,895 +10,912 +12%
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