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IBDZ

iShares iBonds Dec 2034 Term Corporate ETF
IBDZ

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: 108 → 119 (+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: 6 → 6 (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
–

Top Buyers

1
SVWA
Sarver Vrooman Wealth Advisors
Missouri
+$43.1M
2
ACA
Aptus Capital Advisors
Alabama
+$36.2M
3
Ameriprise
Ameriprise
Minnesota
+$12.4M
4
Wells Fargo
Wells Fargo
California
+$11.3M
5
SIC
Sigma Investment Counselors
Michigan
+$11.3M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$1.33M
2
MFWM
Motley Fool Wealth Management
Virginia
-$1.24M
3
Jane Street
Jane Street
New York
-$1.16M
4
QFA
Quantum Financial Advisors
California
-$1.13M
5
KTM
Keeler Thomas Management
Utah
-$1.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
GPA
26
Guidance Point Advisors
Massachusetts
$7.33M +$621K +23,567 +9%
KAS
27
Kestra Advisory Services
Texas
$6.95M +$1.21M +46,067 +21%
Lido Advisors
28
Lido Advisors
California
$6.8M +$1.32M +49,934 +24%
KF
29
Krilogy Financial
Missouri
$5.34M +$123K +4,673 +2%
PA
30
Parallel Advisors
California
$5.3M +$92K +3,493 +2%
PSIWM
31
Paradigm Strategies in Wealth Management
Minnesota
$5.09M -$565K -21,454 -10%
PA
32
Probity Advisors
Texas
$5.01M +$1.29M +48,987 +34%
HW
33
Hancock Whitney
Mississippi
$4.99M +$729K +27,656 +17%
BEI
34
Benjamin Edwards Inc
Missouri
$4.63M +$225K +8,554 +5%
4FG
35
4Thought Financial Group
New York
$4.54M +$4.43K +168 +0.1%
AUB
36
Atlantic Union Bankshares
Virginia
$3.43M -$117K -4,455 -3%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$3.41M +$1.68M +63,776 +95%
LWM
38
Lyell Wealth Management
California
$3.36M +$1.22M +46,225 +56%
JWCA
39
J.W. Cole Advisors
Florida
$3.13M +$43.3K +1,644 +1%
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$3.08M +$655K +24,844 +27%
JP Morgan Chase
41
JP Morgan Chase
New York
$3.02M +$2.38M +90,234 +343%
MSRI
42
Michael S. Ryan Inc
New York
$2.65M +$112K +4,237 +4%
MIH
43
Meitav Investment House
Israel
$2.57M -$15.8K -598 -0.6%
SP
44
Stonebrook Private
Michigan
$2.4M +$128K +4,849 +6%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$2.21M +$1.71M +64,869 +325%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$2.21M +$435K +16,509 +24%
ACS
47
Archford Capital Strategies
Illinois
$2.09M -$42.7K -1,622 -2%
LPL Financial
48
LPL Financial
California
$1.7M +$385K +14,623 +29%
OIA
49
OneDigital Investment Advisors
Kansas
$1.65M +$1.67M +63,237 New
SWMG
50
Signature Wealth Management Group
Georgia
$1.65M +$1.67M +63,237 New
1
2
3 4 5

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.