Who Owns iShares iBonds Dec 2029 Term Corporate ETF (IBDU)?Hedge Fund & Institutional Holders

$23.21-0.01 (-0.04%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+12 / -4

Price History

$22.61$22.85$23.09$23.33$23.57Sep 24Jun 25Mar 26

IBDU — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BANK OF AMERICA CORP /DE/Increased+500K+$168.8B
CAPITAL ADVISORS INC/OKNew Position+4.8M+$112.3B
Capital Investment Advisors, LLCNew Position+3.7M+$87.1B
HM PAYSON & CONew Position+2.2M+$50.6B
MERCER GLOBAL ADVISORS INC /ADVIncreased+2.1M+$47.9B
WOODMONT INVESTMENT COUNSEL LLCNew Position+1.7M+$40.9B
MV CAPITAL MANAGEMENT, INC.New Position+1.6M+$36.4B
Klingman & Associates, LLCNew Position+1.5M+$36.0B
SIGMA INVESTMENT COUNSELORS INCNew Position+1.5M+$35.5B
Gratus Wealth Advisors, LLCNew Position+1.4M+$33.3B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+1.2M+$28.0B
Aptus Capital Advisors, LLCIncreased+1.2M+$27.2B
RVW Wealth, LLCNew Position+1.1M+$24.8B
Kathmere Capital Management, LLCNew Position+1.0M+$24.3B
HOWLAND CAPITAL MANAGEMENT LLCNew Position+970K+$22.7B

IBDU — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-390K-$9.2B
NewEdge Advisors, LLCDecreased-280K-$7.5B
Envision Financial Planning, LLCDecreased-285K-$6.7B
Quantum Financial Advisors, LLCClosed Position-167K-$3.9B
JPMORGAN CHASE & CODecreased-88K-$2.8B
CLIFTONLARSONALLEN WEALTH ADVISORS, LLCDecreased-162-$2.5B
Allworth Financial LPClosed Position-103K-$2.4B
Motley Fool Wealth Management, LLCDecreased-84K-$2.3B
Whalen Wealth Management Inc.Decreased-96K-$2.3B
HANCOCK WHITNEY CORPDecreased-5K-$1.1B
Bank of New HampshireClosed Position-42K-$986.7M
Brookstone Capital ManagementDecreased-191-$752.3M
Snider Financial GroupDecreased-20K-$462.8M
TABLEAUX LLCClosed Position-17K-$405.5M
Dakota Wealth ManagementDecreased-2K-$287.6M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Aptus Capital Advisors, LLC6,659,628$155.0B1.11%Share
2MERCER GLOBAL ADVISORS INC /ADV5,611,412$131.0B0.20%Share
3CAPITAL ADVISORS INC/OK4,798,655$112.3B1.81%Share
4SHUFRO ROSE & CO LLC3,805,205$89.1B6.02%Share
5Capital Investment Advisors, LLC3,722,161$87.1B1.33%Share
6UBS Group AG3,513,052$82.2B0.01%Share
7BANK OF AMERICA CORP /DE/3,155,670$73.0B0.01%Share
8BANK OF AMERICA CORP /DE/2,424,882$56.0B0.00%Share
9RAYMOND JAMES FINANCIAL INC2,173,030$50.0B0.02%Share
10ROYAL BANK OF CANADA2,070,745$48.0B0.01%Share
11HM PAYSON & CO1,893,366$44.3B0.62%Share
12WELLS FARGO & COMPANY/MN1,893,762$44.0B0.01%Share
13SUMMITRY LLC1,837,008$43.0B1.79%Share
14WOODMONT INVESTMENT COUNSEL LLC1,745,523$40.9B2.56%Share
15BANK OF AMERICA CORP /DE/1,719,949$40.0B0.00%Share
16Sound View Wealth Advisors Group, LLC1,613,448$37.8B2.53%Share
17Klingman & Associates, LLC1,539,005$36.0B1.74%Share
18SIGMA INVESTMENT COUNSELORS INC1,514,732$35.5B1.80%Share
19Gratus Wealth Advisors, LLC1,420,969$33.3B4.61%Share
20Venture Visionary Partners LLC1,351,617$31.0B1.01%Share
21COMMONWEALTH EQUITY SERVICES, LLC1,200,095$28.0B0.04%Share
22Seven Springs Wealth Group, LLC1,149,546$26.9B7.69%Share
23Wealthcare Advisory Partners LLC1,145,131$26.8B0.53%Share
24RVW Wealth, LLC1,059,999$24.8B1.89%Share
25Kathmere Capital Management, LLC1,036,202$24.3B1.63%Share
26AMERIPRISE FINANCIAL INC1,055,201$24.0B0.01%Share
27HOWLAND CAPITAL MANAGEMENT LLC969,560$22.7B0.86%Share
28MV CAPITAL MANAGEMENT, INC.794,637$18.6B1.79%Share
29MV CAPITAL MANAGEMENT, INC.756,483$17.8B1.70%Share
30RAYMOND JAMES FINANCIAL INC742,539$17.0B0.01%Share
31Motley Fool Wealth Management, LLC611,729$14.0B1.09%Share
32US BANCORP \DE\596,183$14.0B0.02%Share
33ARROW FINANCIAL CORP590,255$13.8B1.38%Share
34Rockefeller Capital Management L.P.578,392$13.0B0.02%Share
35Windsor Capital Management, LLC524,522$12.3B3.39%Share
36Ruggaard & Associates LLC502,535$11.8B4.63%Share
37LYELL WEALTH MANAGEMENT, LP486,066$11.4B0.82%Share
38NOVEM GROUP470,613$11.0B1.27%Share
39FIRST NATIONAL TRUST CO499,745$11.0B0.37%Share
40STIFEL FINANCIAL CORP492,817$11.0B0.01%Share
41CENTRAL TRUST Co419,954$9.8B0.19%Share
42First International Bank of Israel Ltd.395,652$9.3B4.42%Share
43Baltimore-Washington Financial Advisors, Inc.410,573$9.0B0.37%Share
44MCF Advisors LLC370,975$8.7B0.48%Share
45PFG Private Wealth Management, LLC342,582$8.0B3.51%Share
46Glenview Trust Co366,000$8.0B0.12%Share
47Envision Financial Planning, LLC306,594$7.2B2.71%Share
48ARCADIA INVESTMENT ADVISORS LLC301,149$7.0B3.28%Share
49SPINNAKER TRUST304,717$7.0B0.37%Share
50SPRENG CAPITAL MANAGEMENT, INC.277,100$6.5B2.55%Share

IBDU Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025348$2.0T+180
Q3 2025168$1.2T-118
Q2 2025286$1.7T+9
Q1 2025277$1.9T+69
Q4 2024208$14.4T+60
Q3 2024148$107.9T+12
Q2 2024136$50.1T+18
Q1 2024118$41.8T—

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As of Q4 2025, 50 institutional investors hold IBDU (iShares iBonds Dec 2029 Term Corporate ETF). The largest holder is Aptus Capital Advisors, LLC with $155.0B in shares. This quarter, 12 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own IBDU?

As of Q4 2025, 50 institutional investors report holding IBDU (iShares iBonds Dec 2029 Term Corporate ETF) in their 13F filings.

Who is the largest institutional holder of IBDU?

The largest institutional holder of IBDU is Aptus Capital Advisors, LLC with $155.0B in shares.

Is institutional ownership of IBDU increasing or decreasing?

This quarter, 12 institutions opened new positions in IBDU and 4 closed their positions.