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IBDZ

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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
78
Holders Change
+5
Holders Change %
+6.85%
% of All Funds
1.03%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
15
Increased
40
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIA
Capital Investment Advisors
Georgia
+$30.2M
2
AUB
Atlantic Union Bankshares
Virginia
+$4.37M
3
HW
Hancock Whitney
Mississippi
+$3.31M
4
JWCA
J.W. Cole Advisors
Florida
+$2.48M
5
AF
Arrow Financial
New York
+$2.34M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$2.17M
2
OMC
Old Mission Capital
Illinois
-$1.93M
3
Stifel Financial
Stifel Financial
Missouri
-$1.55M
4
FTUS
Flow Traders U.S.
New York
-$689K
5
MCM
MV Capital Management
Maryland
-$688K
Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1
Capital Investment Advisors
Georgia
$45.1M +$30.2M +1,182,590 +218%
SL
2
Summitry LLC
California
$31.9M +$1.1M +42,868 +4%
Bank of America
3
Bank of America
North Carolina
$18.1M +$32.4K +1,267 +0.2%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$16M +$273K +10,700 +2%
MCM
5
MV Capital Management
Maryland
$14.8M -$688K -26,925 -5%
MLA
6
MB, Levis & Associates
Pennsylvania
$13M +$208K +8,145 +2%
PPWM
7
PFG Private Wealth Management
Florida
$11.3M +$336K +13,161 +3%
UBS Group
8
UBS Group
Switzerland
$7.87M -$2.17M -84,804 -22%
AF
9
Arrow Financial
New York
$6.28M +$2.34M +91,755 +62%
PSIWM
10
Paradigm Strategies in Wealth Management
Minnesota
$5.92M -$164K -6,419 -3%
GPA
11
Guidance Point Advisors
Massachusetts
$5.56M +$405K +15,828 +8%
US Bancorp
12
US Bancorp
Minnesota
$4.87M +$713K +27,892 +18%
KF
13
Krilogy Financial
Missouri
$4.7M -$649K -25,388 -12%
BEI
14
Benjamin Edwards Inc
Missouri
$4.55M -$246K -9,622 -5%
Lido Advisors
15
Lido Advisors
California
$4.54M +$376K +14,722 +9%
AUB
16
Atlantic Union Bankshares
Virginia
$4.46M +$4.37M +170,822 New
Morgan Stanley
17
Morgan Stanley
New York
$4.42M +$1.01M +39,333 +30%
4FG
18
4Thought Financial Group
New York
$4.32M +$77.3K +3,024 +2%
PA
19
Parallel Advisors
California
$4.22M +$538K +21,035 +15%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$3.81M +$1.2M +47,090 +48%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$3.79M +$1.24M +48,382 +50%
KAS
22
Kestra Advisory Services
Texas
$3.75M +$301K +11,760 +9%
PA
23
Probity Advisors
Texas
$3.69M +$309K +12,087 +9%
Raymond James Financial
24
Raymond James Financial
Florida
$3.41M +$324K +12,693 +11%
HW
25
Hancock Whitney
Mississippi
$3.38M +$3.31M +129,408 New
1
2 3 4

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.