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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
CIA
1
Capital Investment Advisors
Georgia
$59.3M +$6.69M +252,770 +13%
SF
2
Summit Financial
New Jersey
$43.7M +$30M +1,135,243 +217%
Morgan Stanley
3
Morgan Stanley
New York
$33.9M +$10.6M +402,299 +45%
SL
4
Summitry LLC
California
$33.3M +$747K +28,240 +2%
Bank of America
5
Bank of America
North Carolina
$28.1M +$7.78M +293,840 +38%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$17.7M +$251K +9,474 +1%
SIC
7
Sigma Investment Counselors
Michigan
$17.2M +$16.7M +632,678 +2,983%
MCM
8
MV Capital Management
Maryland
$14.7M +$457K +17,283 +3%
MLA
9
MB, Levis & Associates
Pennsylvania
$13.3M +$161K +6,094 +1%
PPWM
10
PFG Private Wealth Management
Florida
$12.8M +$12.9M +486,439 New
MFWM
11
Motley Fool Wealth Management
Virginia
$12M +$12.1M +455,702 New
AF
12
Arrow Financial
New York
$10.6M +$3M +113,245 +39%
UBS Group
13
UBS Group
Switzerland
$9.47M +$928K +35,061 +11%
PWM
14
Parkway Wealth Management
Texas
$9.11M +$9.14M +345,452 New
HighTower Advisors
15
HighTower Advisors
Illinois
$8.87M +$2.1M +79,488 +31%
US Bancorp
16
US Bancorp
Minnesota
$8.18M +$1.7M +64,221 +26%
SHA
17
Seneca House Advisors
Virginia
$7.52M +$6.59M +249,127 +689%
GPA
18
Guidance Point Advisors
Massachusetts
$6.8M +$512K +19,357 +8%
Raymond James Financial
19
Raymond James Financial
Florida
$6.04M +$2.28M +86,229 +60%
KAS
20
Kestra Advisory Services
Texas
$5.82M +$1.47M +55,487 +34%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$5.78M +$5.8M +219,064 New
PSIWM
22
Paradigm Strategies in Wealth Management
Minnesota
$5.72M -$29.2K -1,102 -0.5%
Lido Advisors
23
Lido Advisors
California
$5.56M +$163K +6,163 +3%
KF
24
Krilogy Financial
Missouri
$5.27M +$89.3K +3,375 +2%
PA
25
Parallel Advisors
California
$5.27M +$587K +22,192 +12%
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.