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 %
CIA
1
Capital Investment Advisors
Georgia
$45.1M +$30.9M +1,182,590 +218%
SL
2
Summitry LLC
California
$31.9M +$1.12M +42,868 +4%
Bank of America
3
Bank of America
North Carolina
$18.1M +$33.1K +1,267 +0.2%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$16M +$280K +10,700 +2%
MCM
5
MV Capital Management
Maryland
$14.8M -$704K -26,925 -5%
MLA
6
MB, Levis & Associates
Pennsylvania
$13M +$213K +8,145 +2%
PPWM
7
PFG Private Wealth Management
Florida
$11.3M +$344K +13,161 +3%
UBS Group
8
UBS Group
Switzerland
$7.87M -$2.22M -84,804 -22%
AF
9
Arrow Financial
New York
$6.28M +$2.4M +91,755 +62%
PSIWM
10
Paradigm Strategies in Wealth Management
Minnesota
$5.92M -$168K -6,419 -3%
GPA
11
Guidance Point Advisors
Massachusetts
$5.56M +$414K +15,828 +8%
US Bancorp
12
US Bancorp
Minnesota
$4.87M +$729K +27,892 +18%
KF
13
Krilogy Financial
Missouri
$4.7M -$663K -25,388 -12%
BEI
14
Benjamin Edwards Inc
Missouri
$4.55M -$251K -9,622 -5%
Lido Advisors
15
Lido Advisors
California
$4.54M +$385K +14,722 +9%
AUB
16
Atlantic Union Bankshares
Virginia
$4.46M +$4.46M +170,822 New
Morgan Stanley
17
Morgan Stanley
New York
$4.42M +$1.03M +39,333 +30%
4FG
18
4Thought Financial Group
New York
$4.32M +$79K +3,024 +2%
PA
19
Parallel Advisors
California
$4.22M +$550K +21,035 +15%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$3.81M +$1.23M +47,090 +48%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$3.79M +$1.26M +48,382 +50%
KAS
22
Kestra Advisory Services
Texas
$3.75M +$307K +11,760 +9%
PA
23
Probity Advisors
Texas
$3.69M +$316K +12,087 +9%
Raymond James Financial
24
Raymond James Financial
Florida
$3.41M +$332K +12,693 +11%
HW
25
Hancock Whitney
Mississippi
$3.38M +$3.38M +129,408 New
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