We are live on ! Find out more
IBDU icon

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
LFG
276
Larson Financial Group
Missouri
$63.4K -$35.5K -1,538 -36%
EPW
277
Evergreen Private Wealth
Colorado
$62.1K
ME
278
McIlrath & Eck
Washington
$61.1K +$60.5K +2,621 New
PWA
279
Physician Wealth Advisors
Utah
$53.7K
AC
280
AlphaCore Capital
California
$47.6K
FFA
281
Farther Finance Advisors
California
$45.5K +$554 +24 +1%
National Bank of Canada
282
National Bank of Canada
Quebec, Canada
$43.8K +$23.3K +1,009 +116%
S
283
SignatureFD
Georgia
$40.5K
OSAM
284
O'Shaughnessy Asset Management
Connecticut
$40.1K +$39.6K +1,719 New
PTC
285
Private Trust Company
Ohio
$35K +$4.43K +192 +15%
HWM
286
Hemington Wealth Management
Virginia
$33K
CT
287
Coastline Trust
Rhode Island
$30.3K +$29.9K +1,297 New
EB
288
Eastern Bank
Massachusetts
$29.7K +$9.23K +400 +46%
KOCAA
289
Knights of Columbus Asset Advisors
Connecticut
$28.9K
AGWCA
290
Annis Gardner Whiting Capital Advisors
Florida
$25.5K +$25.2K +1,091 New
PP
291
Pacifica Partners
Canada
$20.6K +$20.4K +883 New
AF
292
Advisornet Financial
Minnesota
$19.7K +$231 +10 +1%
CIA
293
Choate Investment Advisors
Massachusetts
$19.5K +$19.3K +837 New
KWM
294
Kiker Wealth Management
Georgia
$19.3K
BTI
295
Blue Trust Inc
Georgia
$18.4K +$231 +10 +1%
RF
296
Rossby Financial
Florida
$17.1K
HNB
297
Huntington National Bank
Ohio
$15.9K
PNC Financial Services Group
298
PNC Financial Services Group
Pennsylvania
$15.9K +$4.87K +211 +45%
CIBC Private Wealth Group
299
CIBC Private Wealth Group
Georgia
$15.7K +$15.5K +674 New
BCWM
300
Bartlett & Co Wealth Management
Ohio
$12.4K

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.