iShares iBonds Dec 2030 Term Corporate ETF
IBDV • ARCA
iShares iBonds Dec 2030 Term Corporate ETF is an exchange-traded fund on ARCA. As of Q3 2025, 263 institutional investors hold shares in this ETF, with total holdings valued at $1.6B. Aptus Capital Advisors, LLC is the largest holder with a position valued at $124.6M.
Overview
Overview of institutional ownership in IBDV as of Q3 2025
All Institutions
- Institutions
- 263
- Value Held
- $1.6B
- Shares Held
- 71.5M
- Avg Position
- $6.0M
- Median Position
- $985.4K
Hedge Funds
- Hedge Funds
- 3
- Value Held
- $10.3M
- Shares Held
- 463.3K
- Avg Position
- $3.4M
- Median Position
- $863.6K
Biggest Investors
Institutions with the largest positions in IBDV as of Q3 2025
| Institution | Position Value |
|---|---|
 Aptus Capital Advisors, LLC ETF Provider | $124.6M 1.15% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $122.9M 0.01% of portfolio |
 MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | $85.4M 0.14% of portfolio |
 Capital Investment Advisors, LLC RIA/Wealth | $81.6M 1.34% of portfolio |
C CAPITAL ADVISORS INC/OK Institution | $65.2M 1.09% of portfolio |
 MORGAN STANLEY RIA/Wealth | $64.4M 0.00% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $63.1M 0.01% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $54.6M 0.02% of portfolio |
 HighTower Advisors, LLC RIA/Wealth | $47.6M 0.05% of portfolio |
R ROYAL BANK OF CANADA Institution | $46.1M 0.01% of portfolio |
Net Capital Flow
Institutional buying and selling activity for IBDV in Q3 2025
- Traded
- +$136.9M
- Buyers
- 188
- Sellers
- 44
- Total Bought
- +$253.8M
- Total Sold
- −$116.9M
- Avg Position
- $5.8M
Biggest Buyers
| Institution | Net Bought |
|---|---|
 Summit Financial, LLC RIA/Wealth | +$34.4M +1.6M shares |
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | +$24.0M +1.1M shares |
 Vishria Bird Financial Group, LLC RIA/Wealth | +$19.4M +877.2K shares |
BANK OF AMERICA CORP /DE/ Institution | +$19.2M +867.7K shares |
 WOODMONT INVESTMENT COUNSEL LLC RIA/Wealth | +$16.4M +741.8K shares |
Aptus Capital Advisors, LLC ETF Provider | +$9.5M +427.9K shares |
 NOVEM GROUP RIA/Wealth | +$9.0M +406.3K shares |
E EIGHT 31 FINANCIAL LLC RIA/Wealth | +$7.6M +344.1K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$7.3M +327.9K shares |
MORGAN STANLEY RIA/Wealth | +$6.6M +298.8K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$50.7M −2.3M shares |
 MB, LEVIS & ASSOCIATES, LLC RIA/Wealth | −$13.3M −603.8K shares |
 Venture Visionary Partners LLC RIA/Wealth | −$12.4M −560.8K shares |
 AMERIPRISE FINANCIAL INC Institution | −$11.5M −517.3K shares |
 PFG Private Wealth Management, LLC RIA/Wealth | −$10.8M −491.7K shares |
J JANE STREET GROUP, LLC Institution | −$6.2M −281.0K shares |
F FLOW TRADERS U.S. LLC Institution | −$2.4M −107.7K shares |
S STAR Financial Bank Institution | −$1.8M −80.8K shares |
 US BANCORP \DE\ Institution | −$1.6M −71.8K shares |
 Houlihan Financial Resource Group, Ltd. RIA/Wealth | −$1.3M −57.9K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited IBDV in Q3 2025
- New Positions
- 30
- New Value
- $80.2M
- Exited Positions
- 9
- Exited Value
- $27.4M
New Positions
| Institution | Position Value |
|---|---|
Summit Financial, LLC RIA/Wealth | $34.4M 1.6M shares |
Vishria Bird Financial Group, LLC RIA/Wealth | $19.4M 877.2K shares |
NOVEM GROUP RIA/Wealth | $9.0M 406.3K shares |
E EIGHT 31 FINANCIAL LLC RIA/Wealth | $7.6M 344.1K shares |
 HM PAYSON & CO RIA/Wealth | $1.6M 72.7K shares |
C | $1.2M 54.1K shares |
 Miracle Mile Advisors, LLC RIA/Wealth | $1.1M 51.7K shares |
F Freestone Capital Holdings, LLC RIA/Wealth | $1.1M 50.7K shares |
 BLUE SQUARE ASSET MANAGEMENT, LLC Digital Asset Manager | $832.7K 37.6K shares |
 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ Long Only Manager | $452.5K 20.4K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
MB, LEVIS & ASSOCIATES, LLC RIA/Wealth | $13.3M 603.8K shares |
PFG Private Wealth Management, LLC RIA/Wealth | $10.8M 491.7K shares |
F FLOW TRADERS U.S. LLC Institution | $2.4M 107.7K shares |
 Comprehensive Portfolio Management, LLC RIA/Wealth | $347.6K 15.8K shares |
H HRT FINANCIAL LLC Institution | $318.4K 14.5K shares |
 We Are One Seven, LLC RIA/Wealth | $242.9K 11.1K shares |
$25.8K 1.2K shares | |
 Pacifica Partners Inc. RIA/Wealth | $20.7K 943.0 shares |
 CoreCap Advisors, LLC RIA/Wealth | $9.0K 410.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in IBDV as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with IBDV as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
 NESTEGG ADVISORS, INC. RIA/Wealth | 7.81% $8.8M |
E EIGHT 31 FINANCIAL LLC RIA/Wealth | 4.30% $7.6M |
Vishria Bird Financial Group, LLC RIA/Wealth | 3.89% $19.4M |
 Wilkins Miller Wealth Management, LLC RIA/Wealth | 3.38% $5.5M |
 Peloton Wealth Strategists RIA/Wealth | 2.85% $6.6M |
 MEMBERS WEALTH LLC RIA/Wealth | 2.67% $4.2M |
 4Thought Financial Group Inc. RIA/Wealth | 2.55% $5.0M |
 Signature Wealth Management Group RIA/Wealth | 2.14% $5.5M |
 LifePlan Financial, LLC RIA/Wealth | 2.10% $2.6M |
 Ironwood Wealth Management, llc RIA/Wealth | 1.95% $11.0M |
Hedge Fund Spotlight
Discover hedge funds investing in IBDV
Gotham Asset Management, LLC
Hedge Fund • Long/Short
Portfolio ManagerJoel Michael Greenblatt
- Portfolio Value
- $23.1B
- Positions
- 1,678
- Last Reported
- Q3 2025
Sector Allocation
Position in iShares iBonds Dec 2030 Term Corporate ETF
- Market Value
- $863.6K
- Shares Held
- 39.0K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q2
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $3.7B | 16.23% | |
ETF ETF | $612.1M | 2.65% | |
Semiconductors Technology | $534.2M | 2.32% |
