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IBDZ

iShares iBonds Dec 2034 Term Corporate ETF
IBDZ

73 hedge funds and large institutions have $219M invested in iShares iBonds Dec 2034 Term Corporate ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 40 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,200% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 1

900% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 4

43% more funds holding

Funds holding: 51 → 73 (+22)

28% more capital invested

Capital invested by funds: $172M → $219M (+$47.7M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

4.59% less ownership

Funds ownership: 78.89% → 74.3% (-4.6%)

Holders
73
Holders Change
+22
Holders Change %
+43.14%
% of All Funds
0.98%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
23
Increased
40
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PPWM
PFG Private Wealth Management
Florida
+$10.7M
2
CIA
Capital Investment Advisors
Georgia
+$8.21M
3
UBS Group
UBS Group
Switzerland
+$3.88M
4
Morgan Stanley
Morgan Stanley
New York
+$3.32M
5
AF
Arrow Financial
New York
+$2.32M

Top Sellers

Rank Fund Capital Flow
1
MCM
MV Capital Management
Maryland
-$6.46M
2
JWCA
J.W. Cole Advisors
Florida
-$2.27M
3
Citadel Advisors
Citadel Advisors
Florida
-$647K
4
BlackRock
BlackRock
New York
-$639K
5
Osaic Holdings
Osaic Holdings
Arizona
-$124K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$2.5M +$1.2M +47,072 +95%
ACS
27
Archford Capital Strategies
Illinois
$2.12M +$171K +6,678 +9%
SP
28
Stonebrook Private
Michigan
$2.1M +$111K +4,346 +6%
OMC
29
Old Mission Capital
Illinois
$1.93M +$1.45M +56,949 +317%
CCM
30
Coldstream Capital Management
Washington
$1.68M +$50.3K +1,970 +3%
Stifel Financial
31
Stifel Financial
Missouri
$1.55M +$1.54M +60,160 New
QFA
32
Quantum Financial Advisors
California
$1.38M +$1.36M +53,348 New
HighTower Advisors
33
HighTower Advisors
Illinois
$1.35M +$359K +14,037 +37%
LHC
34
Little House Capital
Massachusetts
$1.04M +$1.03M +40,305 New
SHA
35
Seneca House Advisors
Virginia
$951K +$73.8K +2,890 +9%
KTM
36
Keeler Thomas Management
Utah
$882K +$874K +34,217 New
SFO
37
Stokes Family Office
Louisiana
$696K +$307K +12,000 +80%
FTUS
38
Flow Traders U.S.
New York
$689K +$683K +26,730 New
LPL Financial
39
LPL Financial
California
$632K +$388K +15,170 +162%
ASN
40
Advisory Services Network
Georgia
$486K +$482K +18,851 New
MSWM
41
McGlone Suttner Wealth Management
Wisconsin
$466K +$44.1K +1,726 +11%
MBT
42
Montecito Bank & Trust
California
$457K +$33.7K +1,319 +8%
SWM
43
Segment Wealth Management
Texas
$418K +$77.9K +3,050 +23%
GMFG
44
Greater Midwest Financial Group
Minnesota
$400K +$397K +15,523 New
CCWA
45
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$398K – – –
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$386K – – –
MA
47
Mutual Advisors
Nebraska
$331K +$79.4K +3,109 +32%
SG
48
StoneX Group
New York
$328K +$325K +12,724 New
GT
49
Glenview Trust
Kentucky
$312K +$309K +12,109 New
GCA
50
Gradient Capital Advisors
California
$296K +$39.5K +1,545 +16%
1
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3

IBDZ Hedge Fund Activity: Q1 2025 in Review

73 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) for Q1 2025, worth a combined $219M — up 28% from $172M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IBDZ positions and 1 closed out — a net gain of 22 holders — while 40 added to existing stakes and 4 trimmed.

The largest buyer was PFG Private Wealth Management, opening a new position worth an estimated $10.7M. The largest seller was MV Capital Management, cutting an estimated $6.46M.

  • 73 institutional investors held iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) as of Q1 2025, up from 51 in Q4 2024.
  • Funds reported $219M of iShares iBonds Dec 2034 Term Corporate ETF stock for Q1 2025, up 28% quarter-over-quarter.
  • 23 funds opened new iShares iBonds Dec 2034 Term Corporate ETF positions in Q1 2025 and 1 closed out, a net change of +22 holders.
  • The largest iShares iBonds Dec 2034 Term Corporate ETF buyer in Q1 2025 was PFG Private Wealth Management, an estimated $10.7M added.
  • The largest iShares iBonds Dec 2034 Term Corporate ETF seller in Q1 2025 was MV Capital Management, an estimated $6.46M sold.

Based on aggregated 13F filings for Q1 2025.