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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
+$102M
2
Morgan Stanley
Morgan Stanley
New York
+$10M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$8.16M
4
ACA
Aptus Capital Advisors
Alabama
+$7.08M
5
CIA
Capital Investment Advisors
Georgia
+$6.64M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$20.3M
2
Raymond James Financial
Raymond James Financial
Florida
-$7.62M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$3.98M
4
OMC
Old Mission Capital
Illinois
-$3.35M
5
CA
CGN Advisors
Kansas
-$2.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
MTWM
201
Masso Torrence Wealth Management
New Jersey
$525K -$3.85K -165 -0.7%
1WM
202
1900 Wealth Management
Texas
$506K – – –
PWA
203
Provenance Wealth Advisors
Florida
$502K -$29.8K -1,279 -6%
GCA
204
Gradient Capital Advisors
California
$492K – – –
Bank of Montreal
205
Bank of Montreal
Ontario, Canada
$483K +$2.82K +121 +0.6%
CA
206
Clearstead Advisors
Ohio
$469K +$115K +4,922 +32%
Fifth Third Bancorp
207
Fifth Third Bancorp
Ohio
$463K +$443K +19,000 +2,194%
FWMM
208
Foundation Wealth Management (Missouri)
Missouri
$455K +$15.7K +671 +4%
PP
209
Prosperity Planning
Missouri
$449K -$433K – –
RFN
210
Redwood Financial Network
Ohio
$439K +$49.2K +2,107 +13%
MFIM
211
Mesirow Financial Investment Management
Illinois
$437K +$437K +18,737 New
HIA
212
Harbor Investment Advisory
Maryland
$432K +$394K +16,885 +1,030%
BCPWM
213
Bradley & Co Private Wealth Management
Florida
$429K – – –
Citadel Advisors
214
Citadel Advisors
Florida
$418K -$1.16M -49,863 -74%
EWS
215
Evergreen Wealth Solutions
Pennsylvania
$402K -$31.3K -1,340 -7%
AA
216
Ancora Advisors
Ohio
$392K +$5.04K +216 +1%
MOS
217
MGO One Seven
Ohio
$384K +$33.8K +1,449 +10%
DWM
218
Dakota Wealth Management
Florida
$381K -$23.3K -1,000 -6%
RWM
219
Ritholtz Wealth Management
New York
$381K -$21K -900 -5%
MML Investors Services
220
MML Investors Services
Massachusetts
$377K -$259K -11,076 -41%
HBT
221
Heartland Bank & Trust
Illinois
$375K +$129K +5,516 +52%
NGA
222
Naples Global Advisors
Florida
$374K -$5.25K -225 -1%
KPWS
223
Kestra Private Wealth Services
Texas
$373K +$373K +15,980 New
SQA
224
Simon Quick Advisors
New Jersey
$364K +$364K +15,604 New
SPWM
225
Straight Path Wealth Management
Michigan
$360K – – –
7 8
9
10 11