IBDV · iShares iBonds Dec 2030 Term Corporate ETF ETF
$21.47
-0.01 (-0.02%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 2
Total Value: $1,748,337
Total Shares: 80,199
Institutional Ownership Trend
19 quarters
Holder Concentration
Across 2 13F filers · Δ vs Sep 30, 2024Top Holder
86.8%
+77.7 pts
Top 5
100.0%
+67.7 pts
Top 10
100.0%
+48.6 pts
HHI
7,702
Highly concentrated+7,345
Quarterly Activity
vs Sep 30, 2024
New
1
Increased
0
Decreased
1
Sold Out
163
Unchanged
0
Holder count:
-162
Institutional value:
-99.8%
Shares held:
-99.8%
Top Buyers
vs Sep 30, 2024No qualifying movers this quarter.
Top Sellers
vs Sep 30, 2024| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | −67,803 | 69,577 |
Top New Positions
vs Sep 30, 2024| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | 10,622 | $231,559 |
Top Sold-Out Positions
vs Sep 30, 2024| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega AMERIPRISE FINANCIAL INC | 4,303,802 | $95,415,289 | |
| Mega BANK OF AMERICA CORP /DE/ | 3,461,603 | $76,743,737 | |
| Mid Capital Investment Advisors, LLC | 2,623,120 | $58,154,570 | |
| Mid Aptus Capital Advisors, LLC | 2,603,389 | $57,717,134 | |
| Mid CAPITAL ADVISORS INC/OK | 2,327,212 | $51,594,290 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC IBDV | $1,516,778 | 86.76% | 69,577 | Shares | 2026-09-02 | |
| Large Corient Private Wealth LLC IBDV | $231,559 | 13.24% | 10,622 | Shares | 2026-08-27 |