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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 %
LWM
51
Lyell Wealth Management
California
$8.53M +$444K +19,033 +5%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$8.11M +$982K +42,090 +14%
PWS
53
Peloton Wealth Strategists
Indiana
$7.97M +$56K +2,400 +0.7%
PPWM
54
PFG Private Wealth Management
Florida
$7.41M +$90.7K +3,888 +1%
CTC
55
Central Trust Company
Missouri
$7.13M +$192K +8,225 +3%
FNT
56
First National Trust
Pennsylvania
$7.1M +$187K +8,020 +3%
GPA
57
Guidance Point Advisors
Massachusetts
$7.02M +$7.14K +306 +0.1%
GT
58
Glenview Trust
Kentucky
$6.46M +$1.9M +81,250 +41%
AIA
59
Arcadia Investment Advisors
Idaho
$6.19M +$30.3K +1,297 +0.5%
SCM
60
Spreng Capital Management
Ohio
$5.99M +$300K +12,841 +5%
PA
61
Parallel Advisors
California
$5.96M +$525K +22,490 +10%
Stifel Financial
62
Stifel Financial
Missouri
$5.93M +$810K +34,713 +16%
AUB
63
Atlantic Union Bankshares
Virginia
$5.93M +$5.93M +254,056 New
JWCA
64
J.W. Cole Advisors
Florida
$5.89M +$5.89M +252,442 New
SWMG
65
Signature Wealth Management Group
Georgia
$5.75M +$65.4K +2,804 +1%
I
66
InvesTrust
Oklahoma
$5.68M +$102K +4,385 +2%
PWM
67
Praetorian Wealth Management
California
$5.53M +$237K +10,165 +4%
IA
68
IFP Advisors
Florida
$5.37M -$2.31K -99 -0%
ST
69
Spinnaker Trust
Maine
$4.89M +$270K +11,587 +6%
HW
70
Hancock Whitney
Mississippi
$4.83M +$4.83M +206,974 New
DSA
71
Droms Strauss Advisors
Missouri
$4.8M -$74.4K -3,189 -2%
HA
72
Hamel Associates
New Jersey
$4.79M -$142K -6,100 -3%
HFRG
73
Houlihan Financial Resource Group
Virginia
$4.73M +$22.2K +952 +0.5%
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$4.7M +$155K +6,648 +3%
LIA
75
LBMC Investment Advisors
Tennessee
$4.49M +$1.17M +50,124 +35%
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