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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$18.7M |
| 2 |
SF
Summit Financial
Parsippany,
New Jersey
|
+$13.7M |
| 3 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$7.11M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$4.78M |
| 5 |
MSRI
Michael S. Ryan Inc
Latham,
New York
|
+$2.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPWM
PFG Private Wealth Management
Lutz,
Florida
|
-$11.3M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$945K |
| 3 |
MCM
MV Capital Management
Bethesda,
Maryland
|
-$698K |
| 4 |
PSIWM
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
|
-$225K |
| 5 |
RWP
Reliant Wealth Planning
Louisville,
Kentucky
|
-$198K |
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.