We are live on ! Find out more
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
PAG
51
Private Advisor Group
New Jersey
$285K – – –
AAS
52
Avantax Advisory Services
Texas
$272K +$58.2K +2,279 +28%
SVWA
53
Sarver Vrooman Wealth Advisors
Missouri
$237K +$235K +9,196 New
BPA
54
Beacon Pointe Advisors
California
$233K +$231K +9,041 New
Citadel Advisors
55
Citadel Advisors
Florida
$224K -$647K -25,308 -74%
VA
56
Valmark Advisers
Ohio
$219K +$217K +8,496 New
SIM
57
Seaview Investment Managers
Florida
$213K +$211K +8,245 New
ABC
58
Associated Banc-Corp
Wisconsin
$208K +$206K +8,075 New
FIB
59
First Interstate Bank
Montana
$202K +$200K +7,836 New
IA
60
IFP Advisors
Florida
$192K +$145K +5,679 +318%
KHC
61
Koesten Hirschmann & Crabtree
Kansas
$85.1K – – –
CFO
62
CVA Family Office
Colorado
$66.1K – – –
AA
63
Addison Advisors
Vermont
$62.3K +$61.7K +2,415 New
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$61K +$60.1K +2,354 New
HWM
65
Hemington Wealth Management
Virginia
$55K – – –
CTWM
66
Cherry Tree Wealth Management
Minnesota
$53.7K +$10.1K +394 +23%
Osaic Holdings
67
Osaic Holdings
Arizona
$51.2K -$124K -4,847 -71%
CTC
68
Central Trust Company
Missouri
$24.9K +$153 +6 +0.6%
UCB
69
United Community Bank
South Carolina
$20K +$19.8K +775 New
JP Morgan Chase
70
JP Morgan Chase
New York
$19.8K +$19.6K +768 New
Jones Financial Companies
71
Jones Financial Companies
Missouri
$12.9K +$12.8K +500 New
BlackRock
72
BlackRock
New York
$1.26K -$639K -25,000 -100%
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$1.01K +$996 +39 New
JWCA
74
J.W. Cole Advisors
Florida
– -$2.27M -89,295 Closed
1 2
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.