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iShares iBonds Dec 2029 Term Corporate ETF

306 hedge funds and large institutions have $2.11B invested in iShares iBonds Dec 2029 Term Corporate ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 164 increasing their positions, 58 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

413% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 8

183% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 58

10% more funds holding

Funds holding: 279306 (+27)

6% more capital invested

Capital invested by funds: $1.98B → $2.11B (+$129M)

0.09% less ownership

Funds ownership: 78.8%78.7% (-0.09%)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
306
Holders Change
+27
Holders Change %
+9.68%
% of All Funds
4.03%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
41
Increased
164
Reduced
58
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SQA
226
Simon Quick Advisors
New Jersey
$364K +$360K +15,604 New
SPWM
227
Straight Path Wealth Management
Michigan
$360K
RFG
228
RFP Financial Group
Georgia
$354K +$349K +15,152 New
SG
229
StoneX Group
New York
$351K +$17.9K +775 +5%
4WM
230
4J Wealth Management
Virginia
$350K
LF
231
Lee Financial
Texas
$339K
AFG
232
Atomi Financial Group
New York
$325K +$75.3K +3,266 +31%
JBA
233
Johnson Bixby & Associates
Washington
$319K -$43.2K -1,875 -12%
Susquehanna International Group
234
Susquehanna International Group
Pennsylvania
$318K -$276K -11,984 -47%
PJSIMP
235
P.J. Schmidt Investment Management (PJS)
Wisconsin
$316K
RW
236
REDW Wealth
New Mexico
$313K
UCB
237
United Community Bank
South Carolina
$308K +$18.9K +820 +7%
SCG
238
Sonata Capital Group
Washington
$294K +$291K +12,600 New
ASN
239
Advisory Services Network
Georgia
$289K +$56.2K +2,437 +24%
Koshinski Asset Management
240
Koshinski Asset Management
Illinois
$288K +$285K +12,337 New
EW
241
Element Wealth
Mississippi
$284K
MC
242
Moors & Cabot
Massachusetts
$278K +$30.7K +1,333 +13%
HPC
243
HM Payson & Co
Maine
$276K -$19.2K -831 -7%
PS
244
Principal Securities
Iowa
$275K +$11K +478 +4%
SPIA
245
Steward Partners Investment Advisory
New York
$261K +$192K +8,337 +292%
AA
246
Addison Advisors
Vermont
$260K -$346 -15 -0.1%
PGAM
247
Princeton Global Asset Management
New Jersey
$260K +$87.6K +3,796 +52%
HFA
248
Highland Financial Advisors
New Jersey
$259K
NL
249
NWAM LLC
Washington
$258K +$256K +11,103 New
MFWP
250
Mosaic Family Wealth Partners
Missouri
$246K +$243K +10,523 New

IBDU Hedge Fund Activity: Q2 2025 in Review

306 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) for Q2 2025, worth a combined $2.11B — up 6.5% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new IBDU positions and 8 closed out — a net gain of 33 holders — while 164 added to existing stakes and 58 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.9M. The largest seller was Ameriprise, cutting an estimated $20.1M.

  • 306 institutional investors held iShares iBonds Dec 2029 Term Corporate ETF (IBDU) as of Q2 2025, up from 279 in Q1 2025.
  • Funds reported $2.11B of iShares iBonds Dec 2029 Term Corporate ETF stock for Q2 2025, up 6.5% quarter-over-quarter.
  • 41 funds opened new iShares iBonds Dec 2029 Term Corporate ETF positions in Q2 2025 and 8 closed out, a net change of +33 holders.
  • The largest iShares iBonds Dec 2029 Term Corporate ETF buyer in Q2 2025 was Morgan Stanley, an estimated $9.9M added.
  • The largest iShares iBonds Dec 2029 Term Corporate ETF seller in Q2 2025 was Ameriprise, an estimated $20.1M sold.

Based on aggregated 13F filings for Q2 2025.