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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 %
KF
76
Krilogy Financial
Missouri
$4.46M +$250K +10,721 +6%
CTWM
77
Cherry Tree Wealth Management
Minnesota
$4.45M -$76.1K -3,262 -2%
BPA
78
Beacon Pointe Advisors
California
$4.41M +$111K +4,769 +3%
KTM
79
Keeler Thomas Management
Utah
$4.33M -$440K -18,869 -9%
R
80
Rebalance
California
$4.31M +$41.2K +1,765 +1%
VWMG
81
Virginia Wealth Management Group
Virginia
$4.18M +$105K +4,480 +3%
WMWM
82
Wilkins Miller Wealth Management
Alabama
$4.11M -$80.7K -3,460 -2%
SWP
83
Stratos Wealth Partners
Ohio
$4.1M -$743K -31,837 -15%
SCA
84
Snowden Capital Advisors
New York
$4.09M -$3.15K -135 -0.1%
4FG
85
4Thought Financial Group
New York
$4.05M -$428K -18,354 -10%
FFG
86
Frisch Financial Group
New York
$3.97M +$3.97M +170,106 New
NDSI
87
Newman Dignan & Sheerar Inc
Rhode Island
$3.84M +$3.84M +164,675 New
FNBTCON
88
First National Bank & Trust Co of Newtown
Pennsylvania
$3.73M – – –
SFS
89
Sowell Financial Services
Arkansas
$3.71M +$156K +6,676 +4%
LWL
90
Leo Wealth LLC
Texas
$3.67M +$715K +30,645 +24%
LFASL
91
Lugano Financial Advisors SA (LFA)
Switzerland
$3.62M +$285K +12,328 +9%
WI
92
WrapManager Inc
California
$3.46M +$66.5K +2,850 +2%
Cetera Investment Advisers
93
Cetera Investment Advisers
Illinois
$3.28M +$515K +22,077 +19%
LFS
94
Littlejohn Financial Services
Oregon
$3.14M +$81K +3,470 +3%
E3F
95
Eight 31 Financial
Texas
$3.11M +$126K +5,415 +4%
Cambridge Investment Research Advisors
96
Cambridge Investment Research Advisors
Iowa
$3.09M +$997K +42,725 +48%
PWP
97
Precedent Wealth Partners
Texas
$3.07M +$315K +13,515 +11%
MGIA
98
Matthew Goff Investment Advisor
Texas
$3.05M -$165K -7,080 -5%
SP
99
Stonebrook Private
Michigan
$3.01M +$56K +2,399 +2%
GRP
100
Global Retirement Partners
California
$3M +$3M +128,438 New
2 3
4
5 6