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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
SVWA
51
Sarver Vrooman Wealth Advisors
Missouri
$546K +$287K +10,943 +113%
RWP
52
Reliant Wealth Planning
Kentucky
$504K -$198K -7,553 -28%
ABC
53
Associated Banc-Corp
Wisconsin
$497K +$218K +8,313 +80%
LWM
54
Lyell Wealth Management
California
$469K +$464K +17,725 New
ASN
55
Advisory Services Network
Georgia
$469K +$2.85K +109 +0.6%
MSWM
56
McGlone Suttner Wealth Management
Wisconsin
$447K +$5K +191 +1%
GCA
57
Gradient Capital Advisors
California
$446K +$44.2K +1,688 +11%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$418K +$414K +15,796 New
GMFG
59
Greater Midwest Financial Group
Minnesota
$412K +$6.57K +251 +2%
CCWA
60
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$409K – – –
SW
61
Simplicity Wealth
New Jersey
$400K +$396K +15,130 New
LIA
62
LBMC Investment Advisors
Tennessee
$386K – – –
SG
63
StoneX Group
New York
$376K +$34.9K +1,332 +10%
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
$371K +$367K +14,024 New
BPA
65
Beacon Pointe Advisors
California
$345K +$107K +4,087 +46%
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$341K -$67.1K -2,562 -17%
GT
67
Glenview Trust
Kentucky
$334K +$13.1K +500 +4%
MML Investors Services
68
MML Investors Services
Massachusetts
$312K +$71.5K +2,732 +30%
VA
69
Valmark Advisers
Ohio
$302K +$76.2K +2,912 +34%
PAG
70
Private Advisor Group
New Jersey
$293K – – –
IA
71
IFP Advisors
Florida
$271K -$3.93K -150 -1%
SIM
72
Seaview Investment Managers
Florida
$269K +$1.96K +75 +0.7%
Jones Financial Companies
73
Jones Financial Companies
Missouri
$262K +$172K +6,587 +198%
KPWS
74
Kestra Private Wealth Services
Texas
$242K -$42.8K -1,636 -15%
WMWM
75
Wilkins Miller Wealth Management
Alabama
$241K +$238K +9,087 New
1 2
3
4

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.