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IBDZ

iShares iBonds Dec 2034 Term Corporate ETF
IBDZ

119 hedge funds and large institutions have $647M invested in iShares iBonds Dec 2034 Term Corporate ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 74 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

393% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 15

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

36% more capital invested

Capital invested by funds: $474M → $647M (+$173M)

10% more funds holding

Funds holding: 108 → 119 (+11)

3.88% more ownership

Funds ownership: 78.85% → 82.74% (+3.9%)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

Holders
119
Holders Change
+11
Holders Change %
+10.19%
% of All Funds
1.46%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
19
Increased
74
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SVWA
Sarver Vrooman Wealth Advisors
Missouri
+$43.1M
2
ACA
Aptus Capital Advisors
Alabama
+$36.2M
3
Ameriprise
Ameriprise
Minnesota
+$12.4M
4
Wells Fargo
Wells Fargo
California
+$11.3M
5
SIC
Sigma Investment Counselors
Michigan
+$11.3M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$1.33M
2
MFWM
Motley Fool Wealth Management
Virginia
-$1.24M
3
Jane Street
Jane Street
New York
-$1.16M
4
QFA
Quantum Financial Advisors
California
-$1.13M
5
KTM
Keeler Thomas Management
Utah
-$1.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
KPWS
101
Kestra Private Wealth Services
Texas
$206K +$208K +7,888 New
Thrivent Financial for Lutherans
102
Thrivent Financial for Lutherans
Minnesota
$205K – – –
Rockefeller Capital Management
103
Rockefeller Capital Management
New York
$145K +$70.7K +2,684 +93%
CB
104
CNB Bank
Pennsylvania
$123K -$527 -20 -0.4%
CTWM
105
Cherry Tree Wealth Management
Minnesota
$105K -$10.4K -394 -9%
CCWM
106
Cassaday & Co Wealth Management
Virginia
$100K +$101K +3,836 New
1L
107
10Elms LLP
Oklahoma
$92.5K +$43.5K +1,650 +87%
IAIM
108
International Assets Investment Management
Florida
$41.7K – – –
UCB
109
United Community Bank
South Carolina
$38.2K +$38.6K +1,465 New
BA
110
Ballast Advisors
Minnesota
$30.2K +$30.5K +1,159 New
BWL
111
Bogart Wealth LLC
Virginia
$29.5K +$14.9K +567 +100%
Fidelity Investments
112
Fidelity Investments
Massachusetts
$26.2K +$26.5K +1,004 New
Fifth Third Bancorp
113
Fifth Third Bancorp
Ohio
$25K +$25.3K +959 New
CTC
114
Central Trust Company
Missouri
$23.4K -$1.08K -41 -4%
AWM
115
AE Wealth Management
Kansas
$22.3K +$22.5K +854 New
PGAM
116
Princeton Global Asset Management
New Jersey
$10.4K – – –
SRCM
117
Signature Resources Capital Management
California
$2.76K +$2.79K +106 New
BlackRock
118
BlackRock
New York
$1.3K – – –
SPIA
119
Steward Partners Investment Advisory
New York
$156 +$158 +6 New
Goldman Sachs
120
Goldman Sachs
New York
– -$1.33M -50,250 Closed
Jane Street
121
Jane Street
New York
– -$1.16M -44,071 Closed
FTUS
122
Flow Traders U.S.
New York
– -$967K -36,662 Closed
Citadel Advisors
123
Citadel Advisors
Florida
– -$575K -21,795 Closed
SG
124
StoneX Group
New York
– -$404K -15,321 Closed
SVWAG
125
Sound View Wealth Advisors Group
Georgia
– -$201K -7,632 Closed
2 3 4
5
6

IBDZ Hedge Fund Activity: Q1 2026 in Review

119 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) for Q1 2026, worth a combined $647M — up 36% from $474M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IBDZ positions and 7 closed out — a net gain of 12 holders — while 74 added to existing stakes and 15 trimmed.

The largest buyer was Sarver Vrooman Wealth Advisors, adding an estimated $43.1M. The largest seller was Goldman Sachs, exiting entirely with an estimated $1.33M sold.

  • 119 institutional investors held iShares iBonds Dec 2034 Term Corporate ETF (IBDZ) as of Q1 2026, up from 108 in Q4 2025.
  • Funds reported $647M of iShares iBonds Dec 2034 Term Corporate ETF stock for Q1 2026, up 36% quarter-over-quarter.
  • 19 funds opened new iShares iBonds Dec 2034 Term Corporate ETF positions in Q1 2026 and 7 closed out, a net change of +12 holders.
  • The largest iShares iBonds Dec 2034 Term Corporate ETF buyer in Q1 2026 was Sarver Vrooman Wealth Advisors, an estimated $43.1M added.
  • The largest iShares iBonds Dec 2034 Term Corporate ETF seller in Q1 2026 was Goldman Sachs, an estimated $1.33M sold.

Based on aggregated 13F filings for Q1 2026.