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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
CTWM
76
Cherry Tree Wealth Management
Minnesota
$4.45M -$75.2K -3,262 -2%
BPA
77
Beacon Pointe Advisors
California
$4.41M +$110K +4,769 +3%
KTM
78
Keeler Thomas Management
Utah
$4.33M -$435K -18,869 -9%
R
79
Rebalance
California
$4.31M +$40.7K +1,765 +1%
VWMG
80
Virginia Wealth Management Group
Virginia
$4.18M +$103K +4,480 +3%
WMWM
81
Wilkins Miller Wealth Management
Alabama
$4.11M -$79.8K -3,460 -2%
SWP
82
Stratos Wealth Partners
Ohio
$4.1M -$734K -31,837 -15%
SCA
83
Snowden Capital Advisors
New York
$4.09M -$3.11K -135 -0.1%
4FG
84
4Thought Financial Group
New York
$4.05M -$423K -18,354 -10%
FFG
85
Frisch Financial Group
New York
$3.97M +$3.92M +170,106 New
NDSI
86
Newman Dignan & Sheerar Inc
Rhode Island
$3.84M +$3.8M +164,675 New
FNBTCON
87
First National Bank & Trust Co of Newtown
Pennsylvania
$3.73M
SFS
88
Sowell Financial Services
Arkansas
$3.71M +$154K +6,676 +4%
LWL
89
Leo Wealth LLC
Texas
$3.67M +$707K +30,645 +24%
LFASL
90
Lugano Financial Advisors SA (LFA)
Switzerland
$3.62M +$284K +12,328 +9%
WI
91
WrapManager Inc
California
$3.46M +$65.7K +2,850 +2%
Cetera Investment Advisers
92
Cetera Investment Advisers
Illinois
$3.28M +$509K +22,077 +19%
LFS
93
Littlejohn Financial Services
Oregon
$3.14M +$80K +3,470 +3%
E3F
94
Eight 31 Financial
Texas
$3.11M +$125K +5,415 +4%
Cambridge Investment Research Advisors
95
Cambridge Investment Research Advisors
Iowa
$3.09M +$985K +42,725 +48%
PWP
96
Precedent Wealth Partners
Texas
$3.07M +$312K +13,515 +11%
MGIA
97
Matthew Goff Investment Advisor
Texas
$3.05M -$163K -7,080 -5%
SP
98
Stonebrook Private
Michigan
$3.01M +$55.3K +2,399 +2%
GRP
99
Global Retirement Partners
California
$3M +$2.96M +128,438 New
SFB
100
STAR Financial Bank
Indiana
$2.98M +$212K +9,211 +8%

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.