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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
SVWA
251
Sarver Vrooman Wealth Advisors
Missouri
$244K +$214K +9,276 +777%
CSIA
252
Conrad Siegel Investment Advisors
Pennsylvania
$237K +$2.1K +91 +0.9%
YWM
253
Yoder Wealth Management
California
$228K
BCV
254
Banque Cantonale Vaudoise
Switzerland
$223K
Bank of New York Mellon
255
Bank of New York Mellon
New York
$218K -$550K -23,844 -72%
PFM
256
Phillips Financial Management
Indiana
$216K
BFS
257
BridgePort Financial Solutions
Iowa
$215K
EH
258
Equitable Holdings
New York
$214K +$212K +9,183 New
MWM
259
MinichMacGregor Wealth Management
New York
$212K
FW
260
FullCircle Wealth
Texas
$208K
SC
261
Scotia Capital
Ontario, Canada
$208K -$39.2K -1,700 -16%
NG
262
Northstar Group
New York
$204K +$202K +8,746 New
AWP
263
Accretive Wealth Partners
New Jersey
$202K +$200K +8,654 New
KHC
264
Koesten Hirschmann & Crabtree
Kansas
$196K
HI
265
Harbour Investments
Wisconsin
$189K +$57.8K +2,507 +45%
BBHC
266
Brown Brothers Harriman & Co
New York
$163K +$161K +7,000 New
WSFS
267
Wilmington Savings Fund Society
Delaware
$154K
TRCT
268
Tower Research Capital (TRC)
New York
$152K +$52.2K +2,262 +53%
BWL
269
Bogart Wealth LLC
Virginia
$133K +$992 +43 +0.8%
BC
270
Barrett & Company
Rhode Island
$116K +$45.2K +1,958 +65%
RF
271
Robbins Farley
New Hampshire
$101K +$99.8K +4,325 New
CFO
272
CVA Family Office
Colorado
$100K
BOJHT
273
Bank of Jackson Hole Trust
Wyoming
$98K +$23.5K +1,018 +32%
FHA
274
First Horizon Advisors
Tennessee
$77.7K
TC
275
Trust Company
Kansas
$76.4K

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.