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iShares iBonds Dec 2029 Term Corporate ETF (IBDU) Institutional Ownership

iShares iBonds Dec 2029 Term Corporate ETF logo
$23.33 -0.02 (-0.09%)
Closing price 08/5/2025 04:10 PM Eastern
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$23.16 -0.17 (-0.73%)
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Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2029 Term Corporate ETF (NYSEARCA:IBDU)

Number of
Institutional Buyers
(last 12 months)
53
Total
Institutional Inflows
(last 12 months)
$113.78M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$61.30M
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IBDU Institutional Buying and Selling by Quarter

iShares iBonds Dec 2029 Term Corporate ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/6/2025Atlantic Union Bankshares Corp254,056$5.93M0.1%N/A0.217%
8/4/2025 Spinnaker Trust209,684$4.89M0.3%+5.8%0.179%
8/1/2025 Bank of Jackson Hole Trust4,202$98K0.1%+32.0%0.004%
8/1/2025 Motley Fool Wealth Management LLC735,362$17.16M1.0%-9.6%0.629%
7/31/2025 Leavell Investment Management Inc.38,335$894K0.0%+43.1%0.033%
7/30/2025 Sonata Capital Group Inc.12,600$294K0.1%N/A0.011%
7/30/2025 Princeton Global Asset Management LLC11,131$260K0.0%+51.8%0.010%
7/29/2025 Lyell Wealth Management LP365,736$8.53M0.7%+5.5%0.313%
7/25/2025 Heartland Bank & Trust Co16,091$375K0.2%+52.2%0.014%
7/24/2025 First Fiduciary Investment Counsel Inc.51,095$1.19M0.2%+18.9%0.044%
7/22/2025 Belpointe Asset Management LLC58,836$1.37M0.1%+44.7%0.050%
7/21/2025 Crews Bank & Trust95,070$2.22M0.3%+33.6%0.082%
7/18/2025 Newman Dignan & Sheerar Inc.164,675$3.84M0.9%+9.9%0.141%
7/18/2025 Centricity Wealth Management LLC84,837$1.98M1.6%+8.6%0.073%
7/17/2025 Janney Montgomery Scott LLC452,932$10.57M0.0%+3.1%0.390%
7/16/2025 Rebalance LLC184,648$4.31M0.3%+1.0%0.159%
7/15/2025 RVW Wealth LLC901,671$21.04M1.8%+8.5%0.777%
7/14/2025 GAMMA Investing LLC33,844$790K0.0%N/A0.029%
7/11/2025 Adirondack Trust Co.99,104$2.31M0.8%+6.7%0.086%
7/9/2025 Praetorian Wealth Management Inc.236,828$5.53M1.3%+4.5%0.204%
7/9/2025 Lbmc Investment Advisors LLC192,654$4.50M0.3%+35.2%0.166%
7/9/2025 Bank of New Hampshire39,840$929K0.2%+19.3%0.034%
7/9/2025 Sarver Vrooman Wealth Advisors10,470$244K0.2%+776.9%0.009%
7/8/2025 Parallel Advisors LLC255,337$5.96M0.1%+9.7%0.221%
7/1/2025 Harbor Investment Advisory LLC18,525$432K0.0%+1,029.6%0.016%
5/16/2025Peloton Wealth Strategists339,000$7.84M3.3%+10.6%0.308%
5/16/2025Jones Financial Companies Lllp14,558$337K0.0%-35.1%0.013%
5/16/2025Integrated Wealth Concepts LLC40,718$942K0.0%+34.2%0.037%
5/15/2025OLD Mission Capital LLC144,790$3.35M0.0%N/A0.132%
5/14/2025Ameriprise Financial Inc.2,275,246$52.63M0.0%-36.4%2.069%
5/12/2025 Motley Fool Wealth Management LLC813,572$18.82M1.1%N/A0.740%
5/9/2025Cary Street Partners Financial LLC49,591$1.15M0.0%+16.6%0.045%
5/8/2025 Bank of Jackson Hole Trust3,184$74K0.0%+73.1%0.003%
5/8/2025 Lyell Wealth Management LP346,703$8.02M0.7%+5.8%0.315%
5/8/2025 RVW Wealth LLC830,776$19.22M1.8%+2.3%0.756%
5/7/2025Valley Wealth Managers Inc.29,388$680K0.1%-5.0%0.027%
5/5/2025Arrow Financial Corp622,702$14.40M1.6%+0.4%0.566%
5/5/2025 Gradient Capital Advisors LLC21,086$488K0.2%+23.5%0.019%
5/2/2025 Bogart Wealth LLC5,650$131K0.0%-13.2%0.005%
5/1/2025 Blue Square Asset Management LLC41,323$956K0.5%+1.2%0.038%
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4/30/2025 Leavell Investment Management Inc.26,793$620K0.0%+13.0%0.024%
4/30/2025 First National Bank & Trust Co. of Newtown159,990$3.70M0.8%N/A0.146%
4/29/2025Bank of New York Mellon Corp33,205$768K0.0%-31.3%0.030%
4/25/2025 Spinnaker Trust198,097$4.58M0.3%+48.0%0.181%
4/25/2025 First Fiduciary Investment Counsel Inc.42,965$994K0.2%+5.6%0.039%
4/22/2025 Cambridge Investment Research Advisors Inc.89,549$2.07M0.0%+84.6%0.082%
4/22/2025 Crews Bank & Trust71,155$1.65M0.3%+27.2%0.065%
4/22/2025 Heartland Bank & Trust Co10,575$245K0.1%N/A0.010%
4/17/2025 Janney Montgomery Scott LLC439,247$10.16M0.0%+11.9%0.401%
4/17/2025 Rebalance LLC182,883$4.23M0.3%+20.8%0.167%
4/16/2025 Praetorian Wealth Management Inc.226,663$5.24M1.3%+13.1%0.207%
4/14/2025 Farther Finance Advisors LLC1,928$44K0.0%-21.7%0.002%
4/14/2025 Centricity Wealth Management LLC78,140$1.81M1.6%+6.2%0.071%
4/14/2025 Bank of New Hampshire33,390$772K0.2%+10.5%0.030%
4/11/2025 Princeton Global Asset Management LLC7,335$170K0.0%+165.8%0.007%
4/9/2025 Lbmc Investment Advisors LLC142,530$3.30M0.3%N/A0.130%
4/9/2025 Harbor Investment Advisory LLC1,640$38K0.0%+105.0%0.001%
4/8/2025 Parallel Advisors LLC232,847$5.39M0.1%-3.7%0.215%
4/3/2025 Adirondack Trust Co.92,903$2.15M0.8%+9.8%0.086%
2/18/202510Elms LLP7,800$178K0.2%N/A0.013%
2/17/2025Captrust Financial Advisors355,527$8.11M0.0%+618.9%0.604%
2/17/2025Cary Street Partners Financial LLC42,536$970K0.0%N/A0.072%
2/17/2025Ameriprise Financial Inc.3,578,733$81.57M0.0%-22.0%6.081%
2/17/2025Ancora Advisors LLC16,565$378K0.0%+11.7%0.028%
2/14/2025Arrow Financial Corp620,143$14.14M1.3%+3.7%1.054%
2/14/2025Integrated Wealth Concepts LLC30,336$692K0.0%-4.3%0.052%
2/13/2025United Capital Financial Advisors LLC74,943$1.71M0.0%+40.3%0.127%
2/12/2025JPMorgan Chase & Co.4,996$114K0.0%-97.9%0.008%
2/11/2025Sandy Spring Bank238,086$5.43M0.2%+3.8%0.405%
2/10/2025 Parallel Advisors LLC241,783$5.51M0.1%+25.5%0.411%
2/7/2025Dearborn Partners LLC22,655$517K0.0%N/A0.038%
2/7/2025 Rebalance LLC151,380$3.45M0.3%N/A0.257%
2/5/2025Peloton Wealth Strategists306,400$6.99M2.8%+12.3%0.521%
2/4/2025Bank of New York Mellon Corp48,320$1.10M0.0%+56.5%0.082%
2/3/2025 Centricity Wealth Management LLC73,547$1.68M1.6%N/A0.125%
2/3/2025 Lyell Wealth Management LP327,578$7.47M0.7%+7.1%0.557%
1/31/2025 Bank of Jackson Hole Trust1,839$42K0.0%N/A0.003%
1/30/2025 Newman Dignan & Sheerar Inc.149,849$3.42M0.9%+5.0%0.255%
1/30/2025 Spinnaker Trust133,891$3.05M0.2%+151.4%0.228%
1/29/2025 Leavell Investment Management Inc.23,702$540K0.0%+30.3%0.040%
1/29/2025 Gradient Capital Advisors LLC17,077$389K0.1%+16.1%0.029%
1/29/2025 First Fiduciary Investment Counsel Inc.40,690$928K0.2%N/A0.069%
1/28/2025 Wilmington Savings Fund Society FSB6,600$150K0.0%N/A0.011%
1/28/2025 Barrett & Company Inc.3,000$68K0.0%+200.0%0.005%
1/24/2025 Princeton Global Asset Management LLC2,760$63K0.0%+513.3%0.005%
1/23/2025 RVW Wealth LLC811,880$18.51M1.7%+1,091.5%1.380%
1/23/2025 Crews Bank & Trust55,925$1.28M0.2%N/A0.095%
1/21/2025 Blue Square Asset Management LLC40,819$931K0.5%N/A0.069%
1/21/2025 Archford Capital Strategies LLC55,426$1.26M0.2%-2.9%0.094%
1/21/2025Montecito Bank & Trust40,555$925K0.2%+16.5%0.069%
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1/17/2025 Adirondack Trust Co.84,629$1.93M0.7%+98.1%0.144%
1/17/2025 Janney Montgomery Scott LLC392,459$8.95M0.0%+22.0%0.667%
1/16/2025 First United Bank & Trust2,080$47K0.0%N/A0.004%
1/14/2025 Roble Belko & Company Inc42,420$967K0.2%+10.2%0.072%
1/10/2025 Praetorian Wealth Management Inc.200,486$4.57M1.1%+5.9%0.341%
1/7/2025 Bank of New Hampshire30,215$689K0.2%+112.8%0.051%
1/2/2025 Confluence Investment Management LLC254,736$5.81M0.1%+3.3%0.433%
12/26/2024JPMorgan Chase & Co.242,371$5.70M0.0%+16,778.2%0.412%
11/15/2024Peloton Wealth Strategists272,895$6.42M2.5%+3.0%0.464%
11/15/2024Integrated Wealth Concepts LLC31,710$746K0.0%+28.9%0.054%
(Data available from 1/1/2016 forward)

IBDU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBDU shares?

During the previous two years, 61 institutional investors and hedge funds held shares of iShares iBonds Dec 2029 Term Corporate ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($52.63M), RVW Wealth LLC ($21.04M), Motley Fool Wealth Management LLC ($17.16M), Arrow Financial Corp ($14.40M), Janney Montgomery Scott LLC ($10.57M), Lyell Wealth Management LP ($8.53M), and Captrust Financial Advisors ($8.11M).Learn more on iShares iBonds Dec 2029 Term Corporate ETF's institutional investors.

Which institutional investors have been buying iShares iBonds Dec 2029 Term Corporate ETF's stock?

Of the 59 institutional investors that purchased iShares iBonds Dec 2029 Term Corporate ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: RVW Wealth LLC ($835.84K), Motley Fool Wealth Management LLC ($813.57K), Captrust Financial Advisors ($314.13K), Confluence Investment Management LLC ($254.74K), Atlantic Union Bankshares Corp ($254.06K), JPMorgan Chase & Co. ($240.94K), and Praetorian Wealth Management Inc. ($208.01K).

How much institutional buying is happening at iShares iBonds Dec 2029 Term Corporate ETF?

Institutional investors have bought a total of 4,931,000 shares in the last 24 months. This purchase volume represents approximately $113.78M in transactions.

Which of iShares iBonds Dec 2029 Term Corporate ETF's major shareholders have been selling company stock?

Of the 12 institutional investors that sold iShares iBonds Dec 2029 Term Corporate ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Ameriprise Financial Inc. ($2.31M), JPMorgan Chase & Co. ($237.38K), Motley Fool Wealth Management LLC ($78.21K), Bank of New York Mellon Corp ($15.12K), Parallel Advisors LLC ($8.94K), Jones Financial Companies Lllp ($7.86K), and Bank of New Hampshire ($2.41K).

How much institutional selling is happening at iShares iBonds Dec 2029 Term Corporate ETF?

Institutional investors have sold a total of 2,667,318 shares in the last 24 months. This volume of shares sold represents approximately $61.30M in transactions.


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This page (NYSEARCA:IBDU) was last updated on 8/6/2025 by MarketBeat.com Staff
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