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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
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$8.11M +$971K +42,090 +14%
PWS
52
Peloton Wealth Strategists
Indiana
$7.96M +$55.4K +2,400 +0.7%
PPWM
53
PFG Private Wealth Management
Florida
$7.41M +$89.7K +3,888 +1%
CTC
54
Central Trust Company
Missouri
$7.13M +$190K +8,225 +3%
FNT
55
First National Trust
Pennsylvania
$7.1M +$185K +8,020 +3%
GPA
56
Guidance Point Advisors
Massachusetts
$7.02M +$7.06K +306 +0.1%
GT
57
Glenview Trust
Kentucky
$6.46M +$1.87M +81,250 +41%
AIA
58
Arcadia Investment Advisors
Idaho
$6.19M +$29.9K +1,297 +0.5%
SCM
59
Spreng Capital Management
Ohio
$5.99M +$296K +12,841 +5%
PA
60
Parallel Advisors
California
$5.96M +$519K +22,490 +10%
Stifel Financial
61
Stifel Financial
Missouri
$5.93M +$801K +34,713 +16%
AUB
62
Atlantic Union Bankshares
Virginia
$5.93M +$5.86M +254,056 New
JWCA
63
J.W. Cole Advisors
Florida
$5.89M +$5.82M +252,442 New
SWMG
64
Signature Wealth Management Group
Georgia
$5.75M +$64.7K +2,804 +1%
I
65
InvesTrust
Oklahoma
$5.68M +$101K +4,385 +2%
PWM
66
Praetorian Wealth Management
California
$5.53M +$234K +10,165 +4%
IA
67
IFP Advisors
Florida
$5.37M -$2.28K -99 -0%
ST
68
Spinnaker Trust
Maine
$4.89M +$267K +11,587 +6%
HW
69
Hancock Whitney
Mississippi
$4.83M +$4.77M +206,974 New
DSA
70
Droms Strauss Advisors
Missouri
$4.8M -$73.6K -3,189 -2%
HA
71
Hamel Associates
New Jersey
$4.79M -$141K -6,100 -3%
HFRG
72
Houlihan Financial Resource Group
Virginia
$4.73M +$22K +952 +0.5%
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$4.7M +$153K +6,648 +3%
LIA
74
LBMC Investment Advisors
Tennessee
$4.49M +$1.16M +50,124 +35%
KF
75
Krilogy Financial
Missouri
$4.46M +$247K +10,721 +6%

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.