I
iShares iBonds Dec 2034 Term Corporate
IBDZ • ARCA
iShares iBonds Dec 2034 Term Corporate is an exchange-traded fund on ARCA. As of Q3 2025, 94 institutional investors hold shares in this ETF, with total holdings valued at $312.1M. Capital Investment Advisors, LLC is the largest holder with a position valued at $52.8M.
Overview
Overview of institutional ownership in IBDZ as of Q3 2025
All Institutions
- Institutions
- 94
- Value Held
- $312.1M
- Shares Held
- 11.8M
- Avg Position
- $3.3M
- Median Position
- $588.3K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $1.1M
- Shares Held
- 40.3K
- Avg Position
- $1.1M
- Median Position
- $1.1M
Biggest Investors
Institutions with the largest positions in IBDZ as of Q3 2025
| Institution | Position Value |
|---|---|
 Capital Investment Advisors, LLC RIA/Wealth | $52.8M 0.87% of portfolio |
 GOLUB GROUP LLC RIA/Wealth | $32.7M 1.40% of portfolio |
 MORGAN STANLEY RIA/Wealth | $23.4M 0.00% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $20.4M 0.00% of portfolio |
R ROYAL BANK OF CANADA Institution | $17.5M 0.00% of portfolio |
 Summit Financial, LLC RIA/Wealth | $13.8M 0.21% of portfolio |
 MB, LEVIS & ASSOCIATES, LLC RIA/Wealth | $13.2M 6.04% of portfolio |
 UBS Group AG Institution | $8.6M 0.00% of portfolio |
 ARROW FINANCIAL CORP Institution | $7.6M 0.78% of portfolio |
 HighTower Advisors, LLC RIA/Wealth | $6.8M 0.01% of portfolio |
Net Capital Flow
Institutional buying and selling activity for IBDZ in Q3 2025
- Traded
- +$57.8M
- Buyers
- 71
- Sellers
- 14
- Total Bought
- +$71.1M
- Total Sold
- −$13.3M
- Avg Position
- $3.3M
Biggest Buyers
| Institution | Net Bought |
|---|---|
MORGAN STANLEY RIA/Wealth | +$18.9M +715.2K shares |
Summit Financial, LLC RIA/Wealth | +$13.8M +522.2K shares |
Capital Investment Advisors, LLC RIA/Wealth | +$7.2M +271.5K shares |
HighTower Advisors, LLC RIA/Wealth | +$4.8M +182.5K shares |
 Michael S. Ryan, Inc. RIA/Wealth | +$2.4M +92.1K shares |
 JPMORGAN CHASE & CO Institution | +$2.1M +80.7K shares |
BANK OF AMERICA CORP /DE/ Institution | +$2.1M +77.6K shares |
 US BANCORP \DE\ Institution | +$1.6M +59.7K shares |
 WELLS FARGO & COMPANY/MN Institution | +$1.3M +49.8K shares |
R ROYAL BANK OF CANADA Institution | +$1.3M +49.5K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 PFG Private Wealth Management, LLC RIA/Wealth | −$11.3M −433.3K shares |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$954.9K −36.1K shares |
−$227.3K −8.6K shares | |
 Reliant Wealth Planning RIA/Wealth | −$199.9K −7.6K shares |
 Mutual Advisors, LLC RIA/Wealth | −$177.2K −6.6K shares |
 COLDSTREAM CAPITAL MANAGEMENT INC RIA/Wealth | −$166.5K −6.3K shares |
 Union Bankshares Corp Institution | −$80.6K −3.0K shares |
 CAPTRUST FINANCIAL ADVISORS RIA/Wealth | −$67.8K −2.6K shares |
 KESTRA PRIVATE WEALTH SERVICES, LLC RIA/Wealth | −$43.3K −1.6K shares |
 MEITAV DASH INVESTMENTS LTD RIA/Wealth | −$38.7K −1.5K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited IBDZ in Q3 2025
- New Positions
- 13
- New Value
- $18.9M
- Exited Positions
- 1
- Exited Value
- $11.3M
New Positions
| Institution | Position Value |
|---|---|
Summit Financial, LLC RIA/Wealth | $13.8M 522.2K shares |
Michael S. Ryan, Inc. RIA/Wealth | $2.4M 92.1K shares |
 LYELL WEALTH MANAGEMENT, LP RIA/Wealth | $469.2K 17.7K shares |
$417.8K 15.8K shares | |
 Simplicity Wealth,LLC RIA/Wealth | $400.5K 15.1K shares |
 Cetera Investment Advisers RIA/Wealth | $371.2K 14.0K shares |
 Wilkins Miller Wealth Management, LLC RIA/Wealth | $240.5K 9.1K shares |
S Sterling Investment Advisors, Ltd. RIA/Wealth | $228.3K 8.6K shares |
 BB&T CORP Institution | $228.0K 8.6K shares |
 Stratos Wealth Partners, LTD. RIA/Wealth | $206.2K 7.8K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
PFG Private Wealth Management, LLC RIA/Wealth | $11.3M 433.3K shares |
Options Activity
Institutions with the largest Call and Put options positions in IBDZ 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 IBDZ as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
MB, LEVIS & ASSOCIATES, LLC RIA/Wealth | 6.04% $13.2M |
3.69% $5.8M | |
 4Thought Financial Group Inc. RIA/Wealth | 2.28% $4.5M |
 Guidance Point Advisors, LLC RIA/Wealth | 1.56% $6.3M |
Michael S. Ryan, Inc. RIA/Wealth | 1.45% $2.4M |
GOLUB GROUP LLC RIA/Wealth | 1.40% $32.7M |
Capital Investment Advisors, LLC RIA/Wealth | 0.87% $52.8M |
ARROW FINANCIAL CORP Institution | 0.78% $7.6M |
 Probity Advisors, Inc. RIA/Wealth | 0.61% $3.8M |
 Keeler THomas Management LLC RIA/Wealth | 0.59% $1.4M |
Hedge Fund Spotlight
Discover hedge funds investing in IBDZ
CITADEL ADVISORS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerKenneth Cordele Griffin
- Portfolio Value
- $122.08B
- Positions
- 5,531
- Last Reported
- Q3 2025
Sector Allocation
I
Position in iShares iBonds Dec 2034 Term Corporate
- Market Value
- $1.1M
- Shares Held
- 40.3K
- Portfolio Weight
- 0.00%
- Owned Since
- 2024-Q4
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
