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iShares iBonds Dec 2029 Term Corporate ETF
IBDU

Overview Fund Activity

302 hedge funds and large institutions have $2.21B invested in iShares iBonds Dec 2029 Term Corporate ETF in 2025 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 162 increasing their positions, 58 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
+23
Holders Change %
+8.24%
% of All Funds
4.05%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
39
Increased
162
Reduced
58
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$107M
2
Morgan Stanley
Morgan Stanley
New York
$105M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$65.3M
4
ACA
Aptus Capital Advisors
Alabama
$117M
5
CIA
Capital Investment Advisors
Georgia
$75.6M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$32.8M
2
Raymond James Financial
Raymond James Financial
Florida
$60M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.24M
4
OMC
Old Mission Capital
Illinois
$0
5
CA
CGN Advisors
Kansas
$1.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFG
226
RFP Financial Group
Georgia
$354K +$354K +15,152 New
SG
227
StoneX Group
New York
$351K +$18.1K +775 +5%
4WM
228
4J Wealth Management
Virginia
$350K – – –
LF
229
Lee Financial
Texas
$339K – – –
AFG
230
Atomi Financial Group
New York
$325K +$76.2K +3,266 +31%
JBA
231
Johnson Bixby & Associates
Washington
$319K -$43.7K -1,875 -12%
Susquehanna International Group
232
Susquehanna International Group
Pennsylvania
$318K -$280K -11,984 -47%
PJSIMP
233
P.J. Schmidt Investment Management (PJS)
Wisconsin
$316K – – –
RW
234
REDW Wealth
New Mexico
$313K – – –
UCB
235
United Community Bank
South Carolina
$308K +$19.1K +820 +7%
SCG
236
Sonata Capital Group
Washington
$294K +$294K +12,600 New
ASN
237
Advisory Services Network
Georgia
$289K +$56.7K +2,437 +24%
Koshinski Asset Management
238
Koshinski Asset Management
Illinois
$288K +$288K +12,337 New
EW
239
Element Wealth
Mississippi
$284K – – –
MC
240
Moors & Cabot
Massachusetts
$278K +$31.1K +1,333 +13%
PS
241
Principal Securities
Iowa
$275K +$11.2K +478 +4%
SPIA
242
Steward Partners Investment Advisory
New York
$261K +$195K +8,337 +292%
AA
243
Addison Advisors
Vermont
$260K -$350 -15 -0.1%
PGAM
244
Princeton Global Asset Management
New Jersey
$260K +$88.6K +3,796 +52%
HFA
245
Highland Financial Advisors
New Jersey
$259K – – –
NL
246
NWAM LLC
Washington
$258K +$258K +11,103 New
MFWP
247
Mosaic Family Wealth Partners
Missouri
$246K +$246K +10,523 New
SVWA
248
Sarver Vrooman Wealth Advisors
Missouri
$244K +$216K +9,276 +777%
CSIA
249
Conrad Siegel Investment Advisors
Pennsylvania
$237K +$2.12K +91 +0.9%
YWM
250
Yoder Wealth Management
California
$228K – – –
8 9
10
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