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IBDZ

iShares iBonds Dec 2034 Term Corporate ETF

119 hedge funds and large institutions have $647M invested in iShares iBonds Dec 2034 Term Corporate ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 74 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

393% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 15

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

36% more capital invested

Capital invested by funds: $474M → $647M (+$173M)

10% more funds holding

Funds holding: 108119 (+11)

3.88% more ownership

Funds ownership: 78.85%82.74% (+3.9%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

Holders
119
Holders Change
+11
Holders Change %
+10.19%
% of All Funds
1.46%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
19
Increased
74
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1
Capital Investment Advisors
Georgia
$64.9M +$6.4M +243,018 +11%
SF
2
Summit Financial
New Jersey
$45.7M +$2.58M +97,912 +6%
SVWA
3
Sarver Vrooman Wealth Advisors
Missouri
$43.1M +$43.1M +1,633,901 +7,754%
Morgan Stanley
4
Morgan Stanley
New York
$39M +$5.56M +210,892 +16%
ACA
5
Aptus Capital Advisors
Alabama
$35.8M +$36.2M +1,375,000 New
SL
6
Summitry LLC
California
$33M +$91.2K +3,460 +0.3%
Bank of America
7
Bank of America
North Carolina
$31.6M +$3.94M +149,631 +14%
SIC
8
Sigma Investment Counselors
Michigan
$28.2M +$11.3M +428,097 +65%
MCM
9
MV Capital Management
Maryland
$19M +$4.57M +173,503 +31%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$18.3M +$811K +30,799 +5%
Wells Fargo
11
Wells Fargo
California
$16.3M +$11.3M +429,903 +220%
PPWM
12
PFG Private Wealth Management
Florida
$13.9M +$1.21M +45,955 +9%
MLA
13
MB, Levis & Associates
Pennsylvania
$13.3M +$170K +6,463 +1%
Ameriprise
14
Ameriprise
Minnesota
$13.1M +$12.4M +471,472 +1,441%
SHA
15
Seneca House Advisors
Virginia
$12.9M +$5.57M +211,500 +74%
AF
16
Arrow Financial
New York
$11.5M +$1.07M +40,433 +10%
MFWM
17
Motley Fool Wealth Management
Virginia
$10.7M -$1.24M -46,961 -10%
Raymond James Financial
18
Raymond James Financial
Florida
$10.1M +$4.16M +157,999 +69%
PWM
19
Parkway Wealth Management
Texas
$10.1M +$1.03M +39,247 +11%
HighTower Advisors
20
HighTower Advisors
Illinois
$10M +$1.3M +49,215 +15%
UBS Group
21
UBS Group
Switzerland
$9.63M +$276K +10,479 +3%
US Bancorp
22
US Bancorp
Minnesota
$9.11M +$1.04M +39,442 +13%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$8.94M +$3.27M +123,996 +57%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$8.57M +$3.77M +143,146 +77%
NA
25
Nestegg Advisors
New York
$8.33M +$3.53M +133,963 +72%

IBDZ Hedge Fund Activity: Q1 2026 in Review

119 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) for Q1 2026, worth a combined $647M — up 36% from $474M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IBDZ positions and 7 closed out — a net gain of 12 holders — while 74 added to existing stakes and 15 trimmed.

The largest buyer was Sarver Vrooman Wealth Advisors, adding an estimated $43.1M. The largest seller was Goldman Sachs, exiting entirely with an estimated $1.33M sold.

  • 119 institutional investors held iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) as of Q1 2026, up from 108 in Q4 2025.
  • Funds reported $647M of iShares iBonds Dec 2034 Term Corporate ETF stock for Q1 2026, up 36% quarter-over-quarter.
  • 19 funds opened new iShares iBonds Dec 2034 Term Corporate ETF positions in Q1 2026 and 7 closed out, a net change of +12 holders.
  • The largest iShares iBonds Dec 2034 Term Corporate ETF buyer in Q1 2026 was Sarver Vrooman Wealth Advisors, an estimated $43.1M added.
  • The largest iShares iBonds Dec 2034 Term Corporate ETF seller in Q1 2026 was Goldman Sachs, an estimated $1.33M sold.

Based on aggregated 13F filings for Q1 2026.