iShares iBonds Dec 2029 Term Corporate ETF
IBDU
325 hedge funds and large institutions have $2.28B invested in iShares iBonds Dec 2029 Term Corporate ETF in 2025 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 198 increasing their positions, 45 reducing their positions, and 18 closing their positions.
340% more repeat investments, than reductions
Existing positions increased: 198 | Existing positions reduced: 45
131% more capital inflows, than outflows
Capital inflows: $282M | Capital outflows: $122M
100% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 18
33% more funds holding in top 10
Funds holding in top 10: 12 → 16 (+4)
5% more funds holding
Funds holding: 310 → 325 (+15)
0.87% less ownership
Funds ownership: 78.53% → 77.66% (-0.87%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$25.7M |
| 2 |
Summit Financial
Parsippany,
New Jersey
|
+$23.6M |
| 3 |
Vishria Bird Financial Group
Memphis,
Tennessee
|
+$19.3M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$17.2M |
| 5 |
Morgan Stanley
New York
|
+$13.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$53.5M |
| 2 |
NewEdge Advisors
New Orleans,
Louisiana
|
-$19.1M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$10.3M |
| 4 |
PFG Private Wealth Management
Lutz,
Florida
|
-$7.41M |
| 5 |
Spreng Capital Management
Bucyrus,
Ohio
|
-$5.99M |
IBDU Hedge Fund Activity: Q3 2025 in Review
325 of the 7,656 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) for Q3 2025, worth a combined $2.28B — up 8.1% from $2.11B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new IBDU positions and 18 closed out — a net gain of 18 holders — while 198 added to existing stakes and 45 trimmed.
The largest buyer was UBS Group, adding an estimated $25.7M. The largest seller was Envestnet Asset Management, cutting an estimated $53.5M.
- 325 institutional investors held iShares iBonds Dec 2029 Term Corporate ETF (IBDU) as of Q3 2025, up from 310 in Q2 2025.
- Funds reported $2.28B of iShares iBonds Dec 2029 Term Corporate ETF stock for Q3 2025, up 8.1% quarter-over-quarter.
- 36 funds opened new iShares iBonds Dec 2029 Term Corporate ETF positions in Q3 2025 and 18 closed out, a net change of +18 holders.
- The largest iShares iBonds Dec 2029 Term Corporate ETF buyer in Q3 2025 was UBS Group, an estimated $25.7M added.
- The largest iShares iBonds Dec 2029 Term Corporate ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $53.5M sold.
Based on aggregated 13F filings for Q3 2025.