Who Owns IBDV?
iShares iBonds Dec 2030 Term Corporate ETF — Institutional Ownership & 13F Holdings
$21.89
+0.03 (+0.11%)
Market Cap
$3.0B
Shares Outstanding
136,508,536
Institutional Holders
217
Total Inst. Value
$1.1B
% of Float Held
—
QoQ Holder Change
+114
Institutional data as of Q1 2025
New Positions
59
Closed Positions
18
Increased
109
Decreased
27
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $98.6M | 4,541,535 |
| 2 | Capital Investment Advisors, LLC | $68.4M | 3,149,939 |
| 3 | RAYMOND JAMES FINANCIAL INC | $57.0M | 2,622,012 |
| 4 | WELLS FARGO & COMPANY/MN | $52.2M | 2,401,511 |
| 5 | MORGAN STANLEY | $51.6M | 2,377,983 |
| 6 | AMERIPRISE FINANCIAL INC | $43.3M | 1,993,904 |
| 7 | HighTower Advisors, LLC | $41.8M | 1,925,231 |
| 8 | STIFEL FINANCIAL CORP | $40.5M | 1,865,922 |
| 9 | ROYAL BANK OF CANADA | $40.4M | 1,861,587 |
| 10 | SIGMA INVESTMENT COUNSELORS INC | $33.1M | 1,524,830 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | +671K | $98.6M |
| Capital Investment Advisors, LLC | +259K | $68.4M |
| WELLS FARGO & COMPANY/MN | +243K | $52.2M |
| MORGAN STANLEY | +198K | $51.6M |
| HighTower Advisors, LLC | +70K | $41.8M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| AMERIPRISE FINANCIAL INC | -1.4M | $43.3M |
| Venture Visionary Partners LLC | -865K | $21.0M |
| ENVESTNET ASSET MANAGEMENT INC | -203K | $8K |
| Lido Advisors, LLC | -104K | $6K |
| HAMEL ASSOCIATES, INC. | -70K | $2.4M |
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Frequently Asked Questions
How many institutional investors hold IBDV?
As of Q1 2025, 217 institutional investors report holding IBDV (iShares iBonds Dec 2030 Term Corporate ETF) in their 13F filings.
Which hedge fund owns the most IBDV?
The largest institutional holder of IBDV is BANK OF AMERICA CORP /DE/ with $98.6M in shares.
Are institutions buying or selling IBDV?
This quarter, 59 institutions opened new positions in IBDV and 18 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.