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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.

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
1
Laurel Wealth Advisors (North Carolina)
North Carolina
$107M
2
Morgan Stanley
2
Morgan Stanley
New York
$105M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$65.3M
4
ACA
4
Aptus Capital Advisors
Alabama
$117M
5
CIA
5
Capital Investment Advisors
Georgia
$75.6M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$32.8M
2
Raymond James Financial
2
Raymond James Financial
Florida
$60M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.24M
4
OMC
4
Old Mission Capital
Illinois
$0
5
CA
5
CGN Advisors
Kansas
$1.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFIC
151
First Fiduciary Investment Counsel
Ohio
$1.19M +$190K +8,130 +19%
CF
152
Cyr Financial
Illinois
$1.16M +$908K +38,941 +364%
LHC
153
Little House Capital
Massachusetts
$1.16M -$5.3K -227 -0.5%
BAM
154
Beaumont Asset Management
Texas
$1.14M +$99.4K +4,259 +10%
CL
155
COWA LLC
Oklahoma
$1.12M -$52.4K -2,247 -4%
JAG
156
Journey Advisory Group
Kentucky
$1.1M – – –
GWCM
157
Godshalk Welsh Capital Management
Pennsylvania
$1.07M +$519K +22,250 +94%
GHA
158
Granite Harbor Advisors
Texas
$1.02M +$664K +28,441 +186%
RBC
159
Roble Belko & Company
Pennsylvania
$990K – – –
BSSFA
160
Baron Silver Stevens Financial Advisors
Florida
$976K +$976K +41,824 New
BSAM
161
Blue Square Asset Management
New York
$968K +$4.2K +180 +0.4%
OC
162
Oppenheimer & Co
New York
$961K +$26.3K +1,127 +3%
FNB
163
Farmers National Bank
Kentucky
$947K +$7.49K +321 +0.8%
BONH
164
Bank of New Hampshire
New Hampshire
$929K +$150K +6,450 +19%
MSWM
165
McGlone Suttner Wealth Management
Wisconsin
$920K +$154K +6,601 +20%
RWP
166
Reliant Wealth Planning
Kentucky
$900K +$102K +4,383 +13%
LIM
167
Leavell Investment Management
Alabama
$894K +$269K +11,542 +43%
IWC
168
Integrated Wealth Concepts
Massachusetts
$894K -$56.3K -2,414 -6%
TWC
169
TD Waterhouse Canada
Ontario, Canada
$863K +$133K +5,747 +18%
MAS
170
Madden Advisory Services
Florida
$846K +$105K +4,499 +14%
RCA
171
Resonant Capital Advisors
Wisconsin
$838K +$369K +15,835 +79%
AWM
172
Alterna Wealth Management
Texas
$805K +$491K +21,026 +156%
FFG
173
Foundry Financial Group
New Hampshire
$803K -$109K -4,674 -12%
GI
174
GAMMA Investing
California
$790K +$790K +33,844 New
BCM
175
Brookstone Capital Management
Illinois
$772K +$8.42K +361 +1%
5 6
7
8 9