Who Owns IBDU?
iShares iBonds Dec 2029 Term Corporate ETF — Institutional Ownership & 13F Holdings
$23.27
-0.01 (-0.06%)
Market Cap
$3.7B
Shares Outstanding
159,851,594
Institutional Holders
276
Total Inst. Value
$1.6B
% of Float Held
—
QoQ Holder Change
+158
Institutional data as of Q1 2025
New Positions
85
Closed Positions
17
Increased
131
Decreased
34
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $141.5M | 6,118,416 |
| 2 | MORGAN STANLEY | $94.4M | 4,081,746 |
| 3 | SHUFRO ROSE & CO LLCNew | $83.0M | 3,590,158 |
| 4 | Capital Investment Advisors, LLC | $68.3M | 2,954,447 |
| 5 | RAYMOND JAMES FINANCIAL INC | $67.1M | 2,899,744 |
| 6 | MERCER GLOBAL ADVISORS INC /ADV | $56.7M | 2,449,807 |
| 7 | AMERIPRISE FINANCIAL INC | $52.6M | 2,275,246 |
| 8 | UBS Group AG | $43.3M | 1,871,474 |
| 9 | ROYAL BANK OF CANADA | $41.5M | 1,795,269 |
| 10 | WELLS FARGO & COMPANY/MN | $40.4M | 1,746,624 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | +519K | $141.5M |
| MORGAN STANLEY | +467K | $94.4M |
| SHUFRO ROSE & CO LLCNew | +3.6M | $83.0M |
| Capital Investment Advisors, LLC | +254K | $68.3M |
| RAYMOND JAMES FINANCIAL INC | +763K | $67.1M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Venture Visionary Partners LLC | -1.4M | $31.4M |
| AMERIPRISE FINANCIAL INC | -1.3M | $52.6M |
| STIFEL FINANCIAL CORP | -934K | $5.1M |
| BENJAMIN EDWARDS INC | -860K | $9.2M |
| HAMEL ASSOCIATES, INC. | -91K | $4.9M |
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Frequently Asked Questions
How many institutional investors hold IBDU?
As of Q1 2025, 276 institutional investors report holding IBDU (iShares iBonds Dec 2029 Term Corporate ETF) in their 13F filings.
Which hedge fund owns the most IBDU?
The largest institutional holder of IBDU is BANK OF AMERICA CORP /DE/ with $141.5M in shares.
Are institutions buying or selling IBDU?
This quarter, 85 institutions opened new positions in IBDU and 17 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.