iShares iBonds Dec 2029 Term Corporate ETF
IBDU
383 hedge funds and large institutions have $2.91B invested in iShares iBonds Dec 2029 Term Corporate ETF in 2026 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 233 increasing their positions, 56 reducing their positions, and 26 closing their positions.
316% more repeat investments, than reductions
Existing positions increased: 233 | Existing positions reduced: 56
119% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 26
10% more capital invested
Capital invested by funds: $2.65B → $2.91B (+$261M)
8% more funds holding
Funds holding: 356 → 383 (+27)
6% more funds holding in top 10
Funds holding in top 10: 16 → 17 (+1)
0.77% less ownership
Funds ownership: 78.6% → 77.83% (-0.77%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lido Advisors
Los Angeles,
California
|
+$43.1M |
| 2 |
Morgan Stanley
New York
|
+$27.7M |
| 3 |
TF
Threadgill Financial
Spring,
Texas
|
+$21.2M |
| 4 |
HPC
HM Payson & Co
Portland,
Maine
|
+$15.6M |
| 5 |
EL
ES4 LLC
Newport Beach,
California
|
+$10.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
-$13.5M |
| 2 |
PPWM
PFG Private Wealth Management
Lutz,
Florida
|
-$8.02M |
| 3 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$6.52M |
| 4 |
SCM
Spreng Capital Management
Bucyrus,
Ohio
|
-$6.49M |
| 5 |
DSA
Droms Strauss Advisors
St. Louis,
Missouri
|
-$5.42M |
IBDU Hedge Fund Activity: Q1 2026 in Review
383 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) for Q1 2026, worth a combined $2.91B — up 9.9% from $2.65B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new IBDU positions and 26 closed out — a net gain of 31 holders — while 233 added to existing stakes and 56 trimmed.
The largest buyer was Lido Advisors, adding an estimated $43.1M. The largest seller was Mercer Global Advisors, cutting an estimated $13.5M.
- 383 institutional investors held iShares iBonds Dec 2029 Term Corporate ETF (IBDU) as of Q1 2026, up from 356 in Q4 2025.
- Funds reported $2.91B of iShares iBonds Dec 2029 Term Corporate ETF stock for Q1 2026, up 9.9% quarter-over-quarter.
- 57 funds opened new iShares iBonds Dec 2029 Term Corporate ETF positions in Q1 2026 and 26 closed out, a net change of +31 holders.
- The largest iShares iBonds Dec 2029 Term Corporate ETF buyer in Q1 2026 was Lido Advisors, an estimated $43.1M added.
- The largest iShares iBonds Dec 2029 Term Corporate ETF seller in Q1 2026 was Mercer Global Advisors, an estimated $13.5M sold.
Based on aggregated 13F filings for Q1 2026.