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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
Bank of America
1
Bank of America
North Carolina
$148M +$5.55M +240,463 +4%
ACA
2
Aptus Capital Advisors
Alabama
$117M +$7M +303,559 +6%
Morgan Stanley
3
Morgan Stanley
New York
$105M +$9.9M +429,013 +11%
CAI
4
Capital Advisors Inc
Oklahoma
$104M +$4.83M +209,614 +5%
SRC
5
Shufro Rose & Co
New York
$81.9M -$1.16M -50,144 -1%
CIA
6
Capital Investment Advisors
Georgia
$75.6M +$6.57M +284,631 +10%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$65.3M +$8.07M +349,861 +14%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$61.7M +$4.6M +199,553 +8%
Raymond James Financial
9
Raymond James Financial
Florida
$60M -$7.53M -326,651 -11%
UBS Group
10
UBS Group
Switzerland
$45.9M +$2.18M +94,359 +5%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$43.3M +$1.38M +59,837 +3%
Wells Fargo
12
Wells Fargo
California
$43.2M +$2.41M +104,435 +6%
WIC
13
Woodmont Investment Counsel
Tennessee
$41.5M +$2.31M +100,022 +6%
SL
14
Summitry LLC
California
$40.5M +$5.16M +223,680 +15%
LPL Financial
15
LPL Financial
California
$37.2M +$4.4M +190,951 +14%
VVP
16
Venture Visionary Partners
Ohio
$35.5M +$3.78M +164,023 +12%
HighTower Advisors
17
HighTower Advisors
Illinois
$34.9M +$1.02M +44,333 +3%
SIC
18
Sigma Investment Counselors
Michigan
$33.6M +$126K +5,463 +0.4%
Ameriprise
19
Ameriprise
Minnesota
$32.8M -$20.1M -869,371 -38%
KA
20
Klingman & Associates
New York
$31.4M +$322K +13,955 +1%
GWA
21
Gratus Wealth Advisors
Virginia
$31.4M +$572K +24,810 +2%
Lido Advisors
22
Lido Advisors
California
$27.1M +$2.96M +128,202 +12%
NA
23
NewEdge Advisors
Louisiana
$26.4M -$1.08M -46,784 -4%
WAP
24
Wealthcare Advisory Partners
Pennsylvania
$24.8M +$1.9M +82,444 +8%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$23.8M -$3.69K -160 -0%

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.