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iShares iBonds Dec 2029 Term Corporate ETF
IBDU

Overview Fund Activity

279 hedge funds and large institutions have $1.98B invested in iShares iBonds Dec 2029 Term Corporate ETF in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 160 increasing their positions, 39 reducing their positions, and 14 closing their positions.

Holders
279
Holders Change
+23
Holders Change %
+8.98%
% of All Funds
3.79%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.18%
New
42
Increased
160
Reduced
39
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SRC
1
Shufro Rose & Co
New York
$83M
2
MFWM
2
Motley Fool Wealth Management
Virginia
$18.8M
3
Raymond James Financial
3
Raymond James Financial
Florida
$67.1M
4
ACA
4
Aptus Capital Advisors
Alabama
$109M
5
Bank of America
5
Bank of America
North Carolina
$142M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$52.6M
2
Stifel Financial
2
Stifel Financial
Missouri
$5.07M
3
BEI
3
Benjamin Edwards Inc
Missouri
$9.18M
4
JWCA
4
J.W. Cole Advisors
Florida
$0
5
CIM
5
Confluence Investment Management
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PS
226
Principal Securities
Iowa
$258K 11,319 – –
HFA
227
Highland Financial Advisors
New Jersey
$257K 11,110 – –
WJA
228
Willis Johnson & Associates
Texas
$251K 10,860 +10,860 New
CF
229
Cyr Financial
Illinois
$247K 10,698 +10,698 New
AFG
230
Atomi Financial Group
New York
$246K 10,646 +10,646 New
SC
231
Scotia Capital
Ontario, Canada
$245K 10,600 – –
MC
232
Moors & Cabot
Massachusetts
$245K 10,589 +10,589 New
HBT
233
Heartland Bank & Trust
Illinois
$245K 10,575 +10,575 New
CSIA
234
Conrad Siegel Investment Advisors
Pennsylvania
$233K 10,056 +10,056 New
ASN
235
Advisory Services Network
Georgia
$231K 9,986 +9,986 New
YWM
236
Yoder Wealth Management
California
$226K 9,765 – –
BCV
237
Banque Cantonale Vaudoise
Switzerland
$221K 9,574 +9,574 New
PFM
238
Phillips Financial Management
Indiana
$214K 9,251 – –
BFS
239
BridgePort Financial Solutions
Iowa
$213K 9,198 – –
MWM
240
MinichMacGregor Wealth Management
New York
$210K 9,080 +9,080 New
FW
241
FullCircle Wealth
Texas
$207K 8,920 +8,920 New
KHC
242
Koesten Hirschmann & Crabtree
Kansas
$194K 8,391 +865 +11%
PGAM
243
Princeton Global Asset Management
New Jersey
$170K 7,335 +4,575 +166%
WSFS
244
Wilmington Savings Fund Society
Delaware
$153K 6,600 – –
BWL
245
Bogart Wealth LLC
Virginia
$131K 5,650 -857 -13%
HI
246
Harbour Investments
Wisconsin
$129K 5,582 +44 +0.8%
CFO
247
CVA Family Office
Colorado
$99.5K 4,300 – –
LFG
248
Larson Financial Group
Missouri
$98.5K 4,258 +4,258 New
TRCT
249
Tower Research Capital (TRC)
New York
$98K 4,238 +4,238 New
FHA
250
First Horizon Advisors
Tennessee
$77.1K 3,332 – –
8 9
10
11 12