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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
Osaic Holdings
76
Osaic Holdings
Arizona
$396K +$338K +12,788 +575%
GMFG
77
Greater Midwest Financial Group
Minnesota
$396K -$14.4K -545 -4%
LIA
78
LBMC Investment Advisors
Tennessee
$385K – – –
PAG
79
Private Advisor Group
New Jersey
$384K +$92.8K +3,507 +32%
CAPTRUST Financial Advisors
80
CAPTRUST Financial Advisors
North Carolina
$340K – – –
GT
81
Glenview Trust
Kentucky
$332K – – –
MML Investors Services
82
MML Investors Services
Massachusetts
$308K -$2.75K -104 -0.9%
KHC
83
Koesten Hirschmann & Crabtree
Kansas
$291K +$204K +7,725 +234%
GVAG
84
Great Valley Advisor Group
Delaware
$282K +$283K +10,679 New
SIAP
85
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$267K +$39.4K +1,490 +17%
FNT
86
First National Trust
Pennsylvania
$262K +$263K +9,928 New
UCFA
87
United Capital Financial Advisors
Texas
$244K +$29.3K +1,107 +14%
WMWM
88
Wilkins Miller Wealth Management
Alabama
$242K +$2.38K +90 +1%
XF
89
XML Financial
Maryland
$229K +$229K +8,666 New
Truist Financial
90
Truist Financial
North Carolina
$227K – – –
MA
91
Mutual Advisors
Nebraska
$221K – – –
SIM
92
Seaview Investment Managers
Florida
$221K -$47.6K -1,800 -18%
Thrivent Financial for Lutherans
93
Thrivent Financial for Lutherans
Minnesota
$208K +$208K +7,853 New
SVWAG
94
Sound View Wealth Advisors Group
Georgia
$201K +$202K +7,632 New
AA
95
Addison Advisors
Vermont
$199K – – –
Northwestern Mutual Wealth Management
96
Northwestern Mutual Wealth Management
Wisconsin
$196K +$117K +4,439 +149%
CB
97
CNB Bank
Pennsylvania
$125K +$76.1K +2,876 +155%
CTWM
98
Cherry Tree Wealth Management
Minnesota
$116K +$25.4K +958 +28%
Rockefeller Capital Management
99
Rockefeller Capital Management
New York
$76K +$57.1K +2,159 +299%
CFO
100
CVA Family Office
Colorado
$67.6K – – –
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.