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iShares iBonds Dec 2029 Term Corporate ETF
IBDU

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: 279 → 306 (+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: 13 → 12 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$9.9M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$8.07M
3
ACA
Aptus Capital Advisors
Alabama
+$7M
4
CIA
Capital Investment Advisors
Georgia
+$6.57M
5
AUB
Atlantic Union Bankshares
Virginia
+$5.86M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$20.1M
2
Raymond James Financial
Raymond James Financial
Florida
-$7.53M
3
JP Morgan Chase
JP Morgan Chase
New York
-$3.94M
4
OMC
Old Mission Capital
Illinois
-$3.35M
5
CA
CGN Advisors
Kansas
-$2.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
QFA
101
Quantum Financial Advisors
California
$2.82M +$250K +10,840 +10%
FBB
102
Fulton Breakefield Broenniman
Maryland
$2.69M +$78.8K +3,415 +3%
SPWG
103
Syntegra Private Wealth Group
Missouri
$2.69M +$2.66M +115,145 New
LF
104
LifePlan Financial
Minnesota
$2.61M +$2.58M +111,739 New
Mariner
105
Mariner
Kansas
$2.58M +$95K +4,119 +4%
MSRI
106
Michael S. Ryan Inc
New York
$2.52M +$61.2K +2,652 +3%
LWANC
107
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.48M +$99.2K +4,300 +4%
MFG
108
Merit Financial Group
Georgia
$2.39M +$2.36M +102,421 New
MIH
109
Meitav Investment House
Israel
$2.36M +$111K +4,812 +5%
MA
110
MONECO Advisors
Connecticut
$2.32M +$7.63K +331 +0.3%
ATC
111
Adirondack Trust Company
New York
$2.31M +$143K +6,201 +7%
VA
112
Valmark Advisers
Ohio
$2.27M +$359K +15,573 +19%
BFIM
113
Beese Fulmer Investment Management
Ohio
$2.26M +$2.24M +96,944 New
CBT
114
Crews Bank & Trust
Florida
$2.22M +$552K +23,915 +34%
UCFA
115
United Capital Financial Advisors
Texas
$2.18M +$163K +7,066 +8%
CPIA
116
Cornell Pochily Investment Advisors
New York
$2.18M +$621K +26,906 +41%
Truist Financial
117
Truist Financial
North Carolina
$2.16M +$157K +6,824 +8%
CCWA
118
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.1M +$196K +8,481 +10%
RPC
119
Rossmore Private Capital
Connecticut
$2.06M +$751K +32,572 +59%
CTA
120
Chesley Taft & Associates
Illinois
$2.05M +$76.1K +3,300 +4%
CWM
121
Centricity Wealth Management
Ohio
$1.98M +$154K +6,697 +9%
BWFA
122
Baltimore-Washington Financial Advisors
Maryland
$1.94M +$1.58M +68,388 +465%
PIM
123
Penobscot Investment Management
Massachusetts
$1.9M +$655K +28,400 +54%
ABC
124
Associated Banc-Corp
Wisconsin
$1.87M +$120K +5,211 +7%
AF
125
Allworth Financial
California
$1.84M +$394K +17,103 +28%
3 4
5
6 7

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.