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IBDZ

iShares iBonds Dec 2034 Term Corporate ETF
IBDZ

108 hedge funds and large institutions have $474M invested in iShares iBonds Dec 2034 Term Corporate ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 63 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

385% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 13

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 3 → 6 (+3)

45% more capital invested

Capital invested by funds: $326M → $474M (+$148M)

14% more funds holding

Funds holding: 95 → 108 (+13)

4.78% more ownership

Funds ownership: 74.07% → 78.85% (+4.8%)

Holders
108
Holders Change
+13
Holders Change %
+13.68%
% of All Funds
1.31%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
18
Increased
63
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SF
Summit Financial
New Jersey
+$30M
2
SIC
Sigma Investment Counselors
Michigan
+$16.7M
3
PPWM
PFG Private Wealth Management
Florida
+$12.9M
4
MFWM
Motley Fool Wealth Management
Virginia
+$12.1M
5
Morgan Stanley
Morgan Stanley
New York
+$10.6M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$1.44M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.1M
3
AUB
Atlantic Union Bankshares
Virginia
-$836K
4
Citadel Advisors
Citadel Advisors
Florida
-$491K
5
CCM
Coldstream Capital Management
Washington
-$481K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$5.15M +$3.85M +145,418 +292%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$4.9M +$536K +20,246 +12%
NA
28
Nestegg Advisors
New York
$4.89M +$4.91M +185,601 New
4FG
29
4Thought Financial Group
New York
$4.59M +$84.3K +3,184 +2%
BEI
30
Benjamin Edwards Inc
Missouri
$4.46M -$344K -12,990 -7%
HW
31
Hancock Whitney
Mississippi
$4.32M +$241K +9,096 +6%
PA
32
Probity Advisors
Texas
$3.78M +$35.2K +1,329 +0.9%
AUB
33
Atlantic Union Bankshares
Virginia
$3.59M -$836K -31,575 -19%
JWCA
34
J.W. Cole Advisors
Florida
$3.13M +$24.5K +926 +0.8%
MIH
35
Meitav Investment House
Israel
$2.61M +$10.4K +392 +0.4%
MSRI
36
Michael S. Ryan Inc
New York
$2.57M +$146K +5,512 +6%
Mercer Global Advisors
37
Mercer Global Advisors
Colorado
$2.46M +$830K +31,366 +51%
SP
38
Stonebrook Private
Michigan
$2.3M +$74.5K +2,816 +3%
LWM
39
Lyell Wealth Management
California
$2.18M +$1.72M +64,885 +366%
ACS
40
Archford Capital Strategies
Illinois
$2.16M -$106 -4 -0%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$1.8M -$1.1M -41,736 -38%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$1.77M +$1.71M +64,628 +2,519%
QFA
43
Quantum Financial Advisors
California
$1.46M +$11.9K +450 +0.8%
KTM
44
Keeler Thomas Management
Utah
$1.4M +$48.5K +1,833 +4%
LPL Financial
45
LPL Financial
California
$1.34M +$429K +16,223 +47%
Goldman Sachs
46
Goldman Sachs
New York
$1.33M +$1.33M +50,250 New
Jane Street
47
Jane Street
New York
$1.16M +$111K +4,212 +11%
CCM
48
Coldstream Capital Management
Washington
$1.09M -$481K -18,178 -30%
LHC
49
Little House Capital
Massachusetts
$1.04M -$65.2K -2,465 -6%
MA
50
MCF Advisors
Kentucky
$1.02M +$150K +5,666 +17%
1
2
3 4 5

IBDZ Hedge Fund Activity: Q4 2025 in Review

108 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) for Q4 2025, worth a combined $474M — up 45% from $326M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IBDZ positions and 4 closed out — a net gain of 14 holders — while 63 added to existing stakes and 13 trimmed.

The largest buyer was Summit Financial, adding an estimated $30M. The largest seller was JP Morgan Chase, cutting an estimated $1.44M.

  • 108 institutional investors held iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) as of Q4 2025, up from 95 in Q3 2025.
  • Funds reported $474M of iShares iBonds Dec 2034 Term Corporate ETF stock for Q4 2025, up 45% quarter-over-quarter.
  • 18 funds opened new iShares iBonds Dec 2034 Term Corporate ETF positions in Q4 2025 and 4 closed out, a net change of +14 holders.
  • The largest iShares iBonds Dec 2034 Term Corporate ETF buyer in Q4 2025 was Summit Financial, an estimated $30M added.
  • The largest iShares iBonds Dec 2034 Term Corporate ETF seller in Q4 2025 was JP Morgan Chase, an estimated $1.44M sold.

Based on aggregated 13F filings for Q4 2025.