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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
BCM
176
Brookstone Capital Management
Illinois
$772K +$8.33K +361 +1%
FIB
177
First Interstate Bank
Montana
$764K
SWA
178
Sightline Wealth Advisors
Connecticut
$745K +$286K +12,419 +64%
AI
179
Atria Investments
North Carolina
$693K -$1.87M -81,233 -73%
Neuberger Berman Group
180
Neuberger Berman Group
New York
$683K -$1.25M -54,005 -65%
VWM
181
Valley Wealth Managers
New Jersey
$680K -$5.1K -221 -0.8%
Comerica Bank
182
Comerica Bank
Texas
$676K -$301K -13,031 -31%
JCM
183
Jacobi Capital Management
Pennsylvania
$663K +$30.1K +1,303 +5%
FFP
184
FourThought Financial Partners
Florida
$659K +$652K +28,248 New
APW
185
Austin Private Wealth
Texas
$659K -$14.4K -626 -2%
1L
186
10Elms LLP
Oklahoma
$654K +$99.2K +4,300 +18%
JIR
187
James Investment Research
Ohio
$638K
DSC
188
Duncker Streett & Co
Missouri
$612K
AWAU
189
Alliance Wealth Advisors (Utah)
Utah
$610K +$603K +26,143 New
DWT
190
Dorsey & Whitney Trust
South Dakota
$607K
RSWA
191
Robinson Smith Wealth Advisors
Maine
$600K +$1.06K +46 +0.2%
EWA
192
EP Wealth Advisors
California
$593K +$188K +8,138 +47%
FCM
193
Fortis Capital Management
Washington
$590K -$215K -9,332 -27%
MA
194
Mutual Advisors
Nebraska
$581K -$141K -6,092 -20%
SFO
195
Stokes Family Office
Louisiana
$568K
DP
196
Dearborn Partners
Illinois
$567K +$35.5K +1,540 +7%
AGP
197
Autumn Glory Partners
Texas
$558K
FMWA
198
Forvis Mazars Wealth Advisors
Missouri
$552K +$545K +23,643 New
DWM
199
DecisionMap Wealth Management
Virginia
$551K +$147K +6,376 +37%
TFS
200
Thoroughbred Financial Services
Tennessee
$527K -$92.2K -3,997 -15%

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.