iShares iBonds Dec 2029 Term Corporate ETF
IBDU
356 hedge funds and large institutions have $2.65B invested in iShares iBonds Dec 2029 Term Corporate ETF in 2025 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 214 increasing their positions, 50 reducing their positions, and 23 closing their positions.
328% more repeat investments, than reductions
Existing positions increased: 214 | Existing positions reduced: 50
165% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 23
16% more capital invested
Capital invested by funds: $2.28B → $2.65B (+$366M)
11% more funds holding
Funds holding: 322 → 356 (+34)
1.01% more ownership
Funds ownership: 77.59% → 78.6% (+1%)
0% more funds holding in top 10
Funds holding in top 10: 16 → 16 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$48.6M |
| 2 |
HPC
HM Payson & Co
Portland,
Maine
|
+$47.8M |
| 3 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$28.5M |
| 4 |
SAM
Summit Asset Management
Memphis,
Tennessee
|
+$18M |
| 5 |
SVWAG
Sound View Wealth Advisors Group
Savannah,
Georgia
|
+$13.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EFP
Envision Financial Planning
Memphis,
Tennessee
|
-$6.69M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$6.56M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$4.8M |
| 4 |
QFA
Quantum Financial Advisors
El Segundo,
California
|
-$3.92M |
| 5 |
GRP
Global Retirement Partners
San Rafael,
California
|
-$3.43M |
IBDU Hedge Fund Activity: Q4 2025 in Review
356 of the 8,266 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) for Q4 2025, worth a combined $2.65B — up 16% from $2.28B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new IBDU positions and 23 closed out — a net gain of 38 holders — while 214 added to existing stakes and 50 trimmed.
The largest buyer was Mercer Global Advisors, adding an estimated $48.6M. The largest seller was Envision Financial Planning, cutting an estimated $6.69M.
- 356 institutional investors held iShares iBonds Dec 2029 Term Corporate ETF (IBDU) as of Q4 2025, up from 322 in Q3 2025.
- Funds reported $2.65B of iShares iBonds Dec 2029 Term Corporate ETF stock for Q4 2025, up 16% quarter-over-quarter.
- 61 funds opened new iShares iBonds Dec 2029 Term Corporate ETF positions in Q4 2025 and 23 closed out, a net change of +38 holders.
- The largest iShares iBonds Dec 2029 Term Corporate ETF buyer in Q4 2025 was Mercer Global Advisors, an estimated $48.6M added.
- The largest iShares iBonds Dec 2029 Term Corporate ETF seller in Q4 2025 was Envision Financial Planning, an estimated $6.69M sold.
Based on aggregated 13F filings for Q4 2025.