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IBDZ

iShares iBonds Dec 2034 Term Corporate ETF
IBDZ

95 hedge funds and large institutions have $326M invested in iShares iBonds Dec 2034 Term Corporate ETF in 2025 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 52 increasing their positions, 14 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,800% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 1

271% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 14

23% more capital invested

Capital invested by funds: $266M → $326M (+$60.5M)

22% more funds holding

Funds holding: 78 → 95 (+17)

0.05% more ownership

Funds ownership: 74.03% → 74.07% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
95
Holders Change
+17
Holders Change %
+21.79%
% of All Funds
1.25%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
19
Increased
52
Reduced
14
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$18.7M
2
SF
Summit Financial
New Jersey
+$13.7M
3
CIA
Capital Investment Advisors
Georgia
+$7.11M
4
HighTower Advisors
HighTower Advisors
Illinois
+$4.78M
5
MSRI
Michael S. Ryan Inc
New York
+$2.41M

Top Sellers

Rank Fund Capital Flow
1
PPWM
PFG Private Wealth Management
Florida
-$11.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$945K
3
MCM
MV Capital Management
Maryland
-$698K
4
PSIWM
Paradigm Strategies in Wealth Management
Minnesota
-$225K
5
RWP
Reliant Wealth Planning
Kentucky
-$198K
Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
26
J.W. Cole Advisors
Florida
$3.11M +$544K +20,782 +21%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$2.91M -$945K -36,074 -25%
MIH
28
Meitav Investment House
Israel
$2.61M -$38.3K -1,464 -1%
MSRI
29
Michael S. Ryan Inc
New York
$2.44M +$2.41M +92,060 New
SP
30
Stonebrook Private
Michigan
$2.23M +$24.5K +935 +1%
ACS
31
Archford Capital Strategies
Illinois
$2.17M +$74.9K +2,862 +4%
JP Morgan Chase
32
JP Morgan Chase
New York
$2.14M +$2.11M +80,741 New
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$1.64M +$446K +17,053 +38%
CCM
34
Coldstream Capital Management
Washington
$1.58M -$165K -6,290 -10%
QFA
35
Quantum Financial Advisors
California
$1.45M +$38.5K +1,472 +3%
KTM
36
Keeler Thomas Management
Utah
$1.35M +$32.4K +1,238 +2%
Wells Fargo
37
Wells Fargo
California
$1.32M +$1.3M +49,805 +95,779%
FTUS
38
Flow Traders U.S.
New York
$1.11M +$1.1M +41,896 New
LHC
39
Little House Capital
Massachusetts
$1.11M +$38.5K +1,469 +4%
Citadel Advisors
40
Citadel Advisors
Florida
$1.07M +$1.06M +40,330 New
Jane Street
41
Jane Street
New York
$1.06M -$31.4K -1,198 -3%
SHA
42
Seneca House Advisors
Virginia
$957K +$48.5K +1,851 +5%
LPL Financial
43
LPL Financial
California
$911K +$70K +2,672 +8%
MA
44
MCF Advisors
Kentucky
$870K – – –
Ameriprise
45
Ameriprise
Minnesota
$792K +$525K +20,059 +203%
SFO
46
Stokes Family Office
Louisiana
$715K – – –
FBB
47
Fulton Breakefield Broenniman
Maryland
$634K +$204K +7,792 +48%
MBT
48
Montecito Bank & Trust
California
$615K +$609K +23,244 New
SIC
49
Sigma Investment Counselors
Michigan
$561K +$61.9K +2,366 +13%
SWM
50
Segment Wealth Management
Texas
$552K +$72K +2,750 +15%
1
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IBDZ Hedge Fund Activity: Q3 2025 in Review

95 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) for Q3 2025, worth a combined $326M — up 23% from $266M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IBDZ positions and 1 closed out — a net gain of 18 holders — while 52 added to existing stakes and 14 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $18.7M. The largest seller was PFG Private Wealth Management, exiting entirely with an estimated $11.3M sold.

  • 95 institutional investors held iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) as of Q3 2025, up from 78 in Q2 2025.
  • Funds reported $326M of iShares iBonds Dec 2034 Term Corporate ETF stock for Q3 2025, up 23% quarter-over-quarter.
  • 19 funds opened new iShares iBonds Dec 2034 Term Corporate ETF positions in Q3 2025 and 1 closed out, a net change of +18 holders.
  • The largest iShares iBonds Dec 2034 Term Corporate ETF buyer in Q3 2025 was Morgan Stanley, an estimated $18.7M added.
  • The largest iShares iBonds Dec 2034 Term Corporate ETF seller in Q3 2025 was PFG Private Wealth Management, an estimated $11.3M sold.

Based on aggregated 13F filings for Q3 2025.