IBDU icon

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 %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$23.8M -$3.73K -160 -0%
SVWAG
27
Sound View Wealth Advisors Group
Georgia
$22M +$2.97M +127,321 +16%
ACM
28
Advisors Capital Management
New Jersey
$21.8M +$1.72M +73,791 +9%
KCM
29
Kathmere Capital Management
Pennsylvania
$21.3M +$1.72M +73,811 +9%
RW
30
RVW Wealth
California
$21M +$1.65M +70,895 +9%
SSWG
31
Seven Springs Wealth Group
Tennessee
$20M +$1.89M +80,971 +10%
HCM
32
Howland Capital Management
Massachusetts
$18.5M +$1.09M +46,800 +6%
MFWM
33
Motley Fool Wealth Management
Virginia
$17.2M -$1.82M -78,210 -10%
MCM
34
MV Capital Management
Maryland
$16.5M +$224K +9,607 +1%
US Bancorp
35
US Bancorp
Minnesota
$15.7M -$67.5K -2,895 -0.4%
AF
36
Arrow Financial
New York
$14.4M -$137K -5,855 -0.9%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$13.2M -$328K -14,042 -2%
KAS
38
Kestra Advisory Services
Texas
$12.5M +$2.06M +88,240 +20%
EFP
39
Envision Financial Planning
Tennessee
$11.9M +$366K +15,683 +3%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$10.6M +$319K +13,685 +3%
MYLI
41
Meiji Yasuda Life Insurance
Japan
$10.4M +$5.02M +215,000 +93%
RSWM
42
Robertson Stephens Wealth Management
California
$10.2M +$1.78M +76,327 +21%
WCM
43
Windsor Capital Management
Arizona
$9.74M +$2.39M +102,344 +32%
BEI
44
Benjamin Edwards Inc
Missouri
$9.53M +$273K +11,714 +3%
PA
45
Probity Advisors
Texas
$9.5M +$346K +14,826 +4%
CFS
46
Commonwealth Financial Services
West Virginia
$9.46M +$78.3K +3,355 +0.8%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$9.41M +$5.62K +241 +0.1%
FIBOI
48
First International Bank of Israel
$9.22M +$9.22M +395,000 New
MA
49
MCF Advisors
Kentucky
$8.94M +$146K +6,250 +2%
IF
50
Ironwood Financial
Arizona
$8.73M – – –
1
2
3 4 5