Who Owns IBDZ?
iShares iBonds Dec 2034 Term Corporate ETF — Institutional Ownership & 13F Holdings
$26.18
-0.03 (-0.11%)
Market Cap
$777.8M
Shares Outstanding
32,401,346
Institutional Holders
72
Total Inst. Value
$205.0M
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2025
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | SUMMITRY LLC | $30.4M | 1,177,788 |
| 2 | BANK OF AMERICA CORP /DE/ | $17.8M | 691,192 |
| 3 | ROYAL BANK OF CANADA | $15.5M | 600,993 |
| 4 | MV CAPITAL MANAGEMENT, INC. | $15.3M | 593,662 |
| 5 | Capital Investment Advisors, LLC | $14.0M | 541,886 |
| 6 | MB, LEVIS & ASSOCIATES, LLC | $12.6M | 488,404 |
| 7 | PFG Private Wealth Management, LLC | $10.8M | 420,165 |
| 8 | UBS Group AG | $10.0M | 385,887 |
| 9 | Paradigm, Strategies in Wealth Management, LLC | $6.0M | 232,921 |
| 10 | Krilogy Financial LLC | $5.3M | 205,368 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| SUMMITRY LLC | +57K | $30.4M |
| BANK OF AMERICA CORP /DE/ | +82K | $17.8M |
| ROYAL BANK OF CANADA | +28K | $15.5M |
| Capital Investment Advisors, LLC | +321K | $14.0M |
| UBS Group AG | +152K | $10.0M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| MV CAPITAL MANAGEMENT, INC. | -253K | $15.3M |
| CITADEL ADVISORS LLC | -25K | $224K |
| BlackRock, Inc. | -25K | $1K |
| OSAIC HOLDINGS, INC. | -5K | $51K |
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Frequently Asked Questions
How many institutional investors hold IBDZ?
As of Q1 2025, 72 institutional investors report holding IBDZ (iShares iBonds Dec 2034 Term Corporate ETF) in their 13F filings.
Which hedge fund owns the most IBDZ?
The largest institutional holder of IBDZ is SUMMITRY LLC with $30.4M in shares.
Are institutions buying or selling IBDZ?
This quarter, 28 institutions opened new positions in IBDZ and 2 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.