iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
78 hedge funds and large institutions have $266M invested in iShares iBonds Dec 2034 Term Corporate ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 40 increasing their positions, 13 reducing their positions, and 7 closing their positions.
208% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 13
114% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 7
21% more capital invested
Capital invested by funds: $219M → $266M (+$46.6M)
7% more funds holding
Funds holding: 73 → 78 (+5)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.28% less ownership
Funds ownership: 74.3% → 74.03% (-0.28%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$30.2M |
| 2 |
AUB
Atlantic Union Bankshares
Glen Allen,
Virginia
|
+$4.37M |
| 3 |
HW
Hancock Whitney
Gulfport,
Mississippi
|
+$3.31M |
| 4 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$2.48M |
| 5 |
AF
Arrow Financial
Glens Falls,
New York
|
+$2.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$2.17M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.93M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
-$1.55M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$689K |
| 5 |
MCM
MV Capital Management
Bethesda,
Maryland
|
-$688K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CTC
76
Central Trust Company
Jefferson City,
Missouri
| $24.8K | -$434 | -17 | -2% |
|
77
Wells Fargo
San Francisco,
California
| $1.36K | +$1.33K | +52 | New |
|
78
BlackRock
New York
| $1.28K | – | – | – |
|
|
OMC
79
Old Mission Capital
Chicago,
Illinois
| – | -$1.93M | -74,897 | Closed |
|
|
80
Stifel Financial
St. Louis,
Missouri
| – | -$1.55M | -60,160 | Closed |
|
|
FTUS
81
Flow Traders U.S.
New York
| – | -$689K | -26,730 | Closed |
|
82
Citadel Advisors
Miami,
Florida
| – | -$224K | -8,691 | Closed |
|
|
FIB
83
First Interstate Bank
Billings,
Montana
| – | -$202K | -7,836 | Closed |
|
84
JP Morgan Chase
New York
| – | -$19.8K | -768 | Closed |
|
85
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1.01K | -39 | Closed |
|
IBDZ Hedge Fund Activity: Q2 2025 in Review
78 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) for Q2 2025, worth a combined $266M — up 21% from $219M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new IBDZ positions and 7 closed out — a net gain of 8 holders — while 40 added to existing stakes and 13 trimmed.
The largest buyer was Capital Investment Advisors, adding an estimated $30.2M. The largest seller was UBS Group, cutting an estimated $2.17M.
- 78 institutional investors held iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) as of Q2 2025, up from 73 in Q1 2025.
- Funds reported $266M of iShares iBonds Dec 2034 Term Corporate ETF stock for Q2 2025, up 21% quarter-over-quarter.
- 15 funds opened new iShares iBonds Dec 2034 Term Corporate ETF positions in Q2 2025 and 7 closed out, a net change of +8 holders.
- The largest iShares iBonds Dec 2034 Term Corporate ETF buyer in Q2 2025 was Capital Investment Advisors, an estimated $30.2M added.
- The largest iShares iBonds Dec 2034 Term Corporate ETF seller in Q2 2025 was UBS Group, an estimated $2.17M sold.
Based on aggregated 13F filings for Q2 2025.