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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
SMC
201
Smith, Moore & Co
Missouri
$527K +$184K +7,969 +55%
MTWM
202
Masso Torrence Wealth Management
New Jersey
$525K -$3.81K -165 -0.7%
1WM
203
1900 Wealth Management
Texas
$506K
PWA
204
Provenance Wealth Advisors
Florida
$502K -$29.5K -1,279 -6%
GCA
205
Gradient Capital Advisors
California
$492K
Bank of Montreal
206
Bank of Montreal
Ontario, Canada
$483K +$2.79K +121 +0.6%
CA
207
Clearstead Advisors
Ohio
$469K +$114K +4,922 +32%
Fifth Third Bancorp
208
Fifth Third Bancorp
Ohio
$463K +$438K +19,000 +2,194%
FWMM
209
Foundation Wealth Management (Missouri)
Missouri
$455K +$15.5K +671 +4%
PP
210
Prosperity Planning
Missouri
$449K
RFN
211
Redwood Financial Network
Ohio
$439K +$48.6K +2,107 +13%
MFIM
212
Mesirow Financial Investment Management
Illinois
$437K +$432K +18,737 New
HIA
213
Harbor Investment Advisory
Maryland
$432K +$389K +16,885 +1,030%
BCPWM
214
Bradley & Co Private Wealth Management
Florida
$429K
Citadel Advisors
215
Citadel Advisors
Florida
$418K -$1.15M -49,863 -74%
EWS
216
Evergreen Wealth Solutions
Pennsylvania
$402K -$30.9K -1,340 -7%
T
217
Tableaux
Massachusetts
$394K +$104K +4,489 +36%
AA
218
Ancora Advisors
Ohio
$392K +$4.98K +216 +1%
MOS
219
MGO One Seven
Ohio
$384K +$33.4K +1,449 +10%
DWM
220
Dakota Wealth Management
Florida
$381K -$23.1K -1,000 -6%
RWM
221
Ritholtz Wealth Management
New York
$381K -$20.8K -900 -5%
MML Investors Services
222
MML Investors Services
Massachusetts
$377K -$255K -11,076 -41%
HBT
223
Heartland Bank & Trust
Illinois
$375K +$127K +5,516 +52%
NGA
224
Naples Global Advisors
Florida
$374K -$5.19K -225 -1%
KPWS
225
Kestra Private Wealth Services
Texas
$373K +$369K +15,980 New

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.