iShares iBonds Dec 2029 Term Corporate ETF

IBDU • ARCA

iShares iBonds Dec 2029 Term Corporate ETF is an exchange-traded fund on ARCA. As of Q3 2025, 319 institutional investors hold shares in this ETF, with total holdings valued at $2.3B. BANK OF AMERICA CORP /DE/ is the largest holder with a position valued at $159.8M.

Overview

Overview of institutional ownership in IBDU as of Q3 2025

All Institutions

Institutions: 319
Value Held: $2.3B
Shares Held: 96.0M
Avg Position: $7.1M
Median Position: $1.2M

Hedge Funds

Hedge Funds: 2
Value Held: $1.9M
Shares Held: 80.6K
Avg Position: $946.4K
Median Position: $946.4K

Biggest Investors

Institutions with the largest positions in IBDU as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$159.8M 0.01% of portfolio	6.8M shares	Q4 2019 Held for 5y 11m	$1.33T
Aptus Capital Advisors, LLC ETF Provider	Brett Mathew Wickmann CCO	$127.8M 1.18% of portfolio	5.4M shares	Q2 2022 Held for 3y 5m	$10.8B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$119.7M 0.01% of portfolio	5.1M shares	Q4 2020 Held for 4y 11m	$1.65T
C CAPITAL ADVISORS INC/OK Institution	-	$109.5M 1.83% of portfolio	4.7M shares	Q1 2023 Held for 2y 8m	$6.0B
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth	Charles David Welling CEO	$83.1M 0.14% of portfolio	3.5M shares	Q4 2024 Held for 11 months	$59.9B
Capital Investment Advisors, LLC RIA/Wealth	Connor Douglas Miller CIO	$81.9M 1.35% of portfolio	3.5M shares	Q3 2020 Held for 5y 2m	$6.1B
SHUFRO ROSE & CO LLC RIA/Wealth	Tara Nichole Horne CCO	$81.0M 6.70% of portfolio	3.5M shares	Q1 2025 Held for 8 months	$1.2B
UBS Group AG Institution	Sergio P. Ermotti CEO	$72.0M 0.01% of portfolio	3.1M shares	Q1 2020 Held for 5y 8m	$511.54B
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$62.0M 0.02% of portfolio	2.6M shares	Q4 2024 Held for 11 months	$310.43B
R ROYAL BANK OF CANADA Institution	-	$48.6M 0.01% of portfolio	2.1M shares	Q4 2019 Held for 5y 11m	$542.04B

Net Capital Flow

Institutional buying and selling activity for IBDU in Q3 2025

Traded: +$155.5M
Buyers: 230
Sellers: 64
Total Bought: +$278.5M
Total Sold: −$123.0M
Avg Position: $6.7M

Biggest Buyers

Institution	Net Bought	Current Position
UBS Group AG Institution	+$25.9M +1.1M shares	$72.0M 3.1M shares
Summit Financial, LLC RIA/Wealth	+$23.7M +1.0M shares	$23.7M 1.0M shares
Vishria Bird Financial Group, LLC RIA/Wealth	+$19.4M +826.1K shares	$19.4M 826.1K shares
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth	+$17.3M +738.2K shares	$83.1M 3.5M shares
MORGAN STANLEY RIA/Wealth	+$13.8M +587.3K shares	$119.7M 5.1M shares
BANK OF AMERICA CORP /DE/ Institution	+$10.5M +448.6K shares	$159.8M 6.8M shares
Aptus Capital Advisors, LLC ETF Provider	+$9.7M +414.2K shares	$127.8M 5.4M shares
NOVEM GROUP RIA/Wealth	+$9.1M +387.2K shares	$9.1M 387.2K shares
W Whalen Wealth Management Inc. RIA/Wealth	+$5.9M +253.2K shares	$5.9M 253.2K shares
Capital Investment Advisors, LLC RIA/Wealth	+$5.9M +250.5K shares	$81.9M 3.5M shares

Biggest Sellers

Institution	Net Sold	Current Position
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	−$53.8M −2.3M shares	$8.3M 353.5K shares
Goss Wealth Management LLC RIA/Wealth	−$19.5M −818.3K shares	$7.5M 315.5K shares
AMERIPRISE FINANCIAL INC Institution	−$10.3M −440.2K shares	$22.7M 965.6K shares
PFG Private Wealth Management, LLC RIA/Wealth	−$7.4M −317.4K shares	Sold Off 0 shares
SPRENG CAPITAL MANAGEMENT, INC. RIA/Wealth	−$6.0M −256.9K shares	Sold Off 0 shares
Venture Visionary Partners LLC RIA/Wealth	−$5.4M −229.1K shares	$30.4M 1.3M shares
Houlihan Financial Resource Group, Ltd. RIA/Wealth	−$2.5M −106.6K shares	$2.3M 96.3K shares
S STAR Financial Bank Institution	−$2.1M −87.8K shares	$939.6K 40.0K shares
$US BANCORP \DE\ logo$ US BANCORP \DE\ Institution	−$1.8M −77.6K shares	$14.0M 594.6K shares
Stratos Wealth Partners, LTD. RIA/Wealth	−$1.6M −66.8K shares	$2.6M 108.8K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited IBDU in Q3 2025

New Positions: 27
New Value: $68.9M
Exited Positions: 18
Exited Value: $18.2M

New Positions

Institution	Position Value
Summit Financial, LLC RIA/Wealth	$23.7M 1.0M shares
Vishria Bird Financial Group, LLC RIA/Wealth	$19.4M 826.1K shares
NOVEM GROUP RIA/Wealth	$9.1M 387.2K shares
W Whalen Wealth Management Inc. RIA/Wealth	$5.9M 253.2K shares
SAX WEALTH ADVISORS, LLC RIA/Wealth	$2.1M 87.8K shares
Miracle Mile Advisors, LLC RIA/Wealth	$2.0M 84.5K shares
IFG Advisory, LLC RIA/Wealth	$1.5M 66.0K shares
F Freestone Capital Holdings, LLC RIA/Wealth	$1.1M 47.7K shares
R ROMANO BROTHERS AND COMPANY Institution	$847.0K 36.1K shares
A American Trust Institution	$536.6K 22.9K shares

Exited Positions

Institution	Previous Position
PFG Private Wealth Management, LLC RIA/Wealth	$7.4M 317.4K shares
SPRENG CAPITAL MANAGEMENT, INC. RIA/Wealth	$6.0M 256.9K shares
Beaumont Asset Management, L.L.C. RIA/Wealth	$1.1M 48.7K shares
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC RIA/Wealth	$975.7K 41.8K shares
Jacobi Capital Management LLC RIA/Wealth	$663.0K 28.4K shares
A Alliance Wealth Advisors, LLC /UT RIA/Wealth	$609.9K 26.1K shares
R RFP Financial Group LLC Institution	$353.5K 15.2K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$317.7K 13.6K shares
Yoder Wealth Management, Inc. RIA/Wealth	$227.8K 9.8K shares
BridgePort Financial Solutions, LLC RIA/Wealth	$214.6K 9.2K shares

Options Activity

Institutions with the largest Call and Put options positions in IBDU as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with IBDU as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
SHUFRO ROSE & CO LLC RIA/Wealth	Tara Nichole Horne CCO	6.70% $81.0M	3.5M shares	Q1 2025 Held for 8 months	$1.2B
Envision Financial Planning, LLC RIA/Wealth	Stacey Stephenson Hyde President	5.96% $13.9M	592.1K shares	Q3 2023 Held for 2y 2m	$233.2M
Sailer Financial LLC RIA/Wealth	Jeremy Patrick Hutzel President	5.64% $22.9M	975.1K shares	Q1 2024 Held for 1y 8m	$405.8M
Gratus Wealth Advisors, LLC RIA/Wealth	Cline Edward Reasor Owner	4.56% $32.4M	1.4M shares	Q4 2023 Held for 1y 11m	$710.3M
Vishria Bird Financial Group, LLC RIA/Wealth	Susan Fisher Todd CCO	3.88% $19.4M	826.1K shares	Q3 2025 Held for 2 months	$499.3M
Peloton Wealth Strategists RIA/Wealth	Matthew Kamp Bradley President	3.49% $8.0M	342.2K shares	Q1 2021 Held for 4y 8m	$230.0M
W Whalen Wealth Management Inc. RIA/Wealth	Kerry Richard Whalen President	3.48% $5.9M	253.2K shares	Q3 2025 Held for 2 months	$170.7M
Windsor Capital Management, LLC RIA/Wealth	Donald Edward Peppler CCO	3.35% $12.1M	516.5K shares	Q3 2024 Held for 1y 2m	$362.2M
ARCADIA INVESTMENT ADVISORS LLC RIA/Wealth	Kammy Malek Moalemzadeh Managing Partner	3.06% $6.3M	268.3K shares	Q4 2023 Held for 1y 11m	$205.9M
WOODMONT INVESTMENT COUNSEL LLC RIA/Wealth	Nicole Catherine Hughes COO	2.69% $40.6M	1.7M shares	Q1 2024 Held for 1y 8m	$1.5B

Hedge Fund Spotlight

Discover hedge funds investing in IBDU

Fortis Capital Management LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerMichael Robert Boroughs

Portfolio Value: $710.3M
Positions: 176
Last Reported: Q3 2025

Sector Allocation

Position in iShares iBonds Dec 2029 Term Corporate ETF

Market Value: $605.6K
Shares Held: 25.8K
Portfolio Weight: 0.09%
Owned Since: 2024-Q3

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$161.5M	22.74%
2 SCHX Schwab U.S. Large-Cap ETF SCHX	ETF ETF	$33.3M	4.69%
3 Nvidia NVDA	Semiconductors Technology	$25.5M	3.59%

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