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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 %
SFB
101
STAR Financial Bank
Indiana
$2.98M +$215K +9,211 +8%
QFA
102
Quantum Financial Advisors
California
$2.82M +$253K +10,840 +10%
FBB
103
Fulton Breakefield Broenniman
Maryland
$2.69M +$79.7K +3,415 +3%
SPWG
104
Syntegra Private Wealth Group
Missouri
$2.69M +$2.69M +115,145 New
LF
105
LifePlan Financial
Minnesota
$2.61M +$2.61M +111,739 New
Mariner
106
Mariner
Kansas
$2.58M +$96.1K +4,119 +4%
MSRI
107
Michael S. Ryan Inc
New York
$2.52M +$61.9K +2,652 +3%
MFG
108
Merit Financial Group
Georgia
$2.39M +$2.39M +102,421 New
MIH
109
Meitav Investment House
Israel
$2.36M +$112K +4,812 +5%
MA
110
MONECO Advisors
Connecticut
$2.32M +$7.72K +331 +0.3%
ATC
111
Adirondack Trust Company
New York
$2.31M +$145K +6,201 +7%
VA
112
Valmark Advisers
Ohio
$2.27M +$363K +15,573 +19%
BFIM
113
Beese Fulmer Investment Management
Ohio
$2.26M +$2.26M +96,944 New
CBT
114
Crews Bank & Trust
Florida
$2.22M +$558K +23,915 +34%
UCFA
115
United Capital Financial Advisors
Texas
$2.18M +$165K +7,066 +8%
CPIA
116
Cornell Pochily Investment Advisors
New York
$2.18M +$628K +26,906 +41%
Truist Financial
117
Truist Financial
North Carolina
$2.16M +$159K +6,824 +8%
CCWA
118
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.1M +$198K +8,481 +10%
RPC
119
Rossmore Private Capital
Connecticut
$2.06M +$760K +32,572 +59%
CTA
120
Chesley Taft & Associates
Illinois
$2.05M +$77K +3,300 +4%
CWM
121
Centricity Wealth Management
Ohio
$1.98M +$156K +6,697 +9%
BWFA
122
Baltimore-Washington Financial Advisors
Maryland
$1.94M +$1.6M +68,388 +465%
PIM
123
Penobscot Investment Management
Massachusetts
$1.9M +$663K +28,400 +54%
ABC
124
Associated Banc-Corp
Wisconsin
$1.87M +$122K +5,211 +7%
AF
125
Allworth Financial
California
$1.84M +$399K +17,103 +28%
3 4
5
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