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

iShares iBonds Dec 2029 Term Corporate ETF logo
$23.01 -0.06 (-0.26%)
Closing price 05/2/2025 04:10 PM Eastern
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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)
48
Total
Institutional Inflows
(last 12 months)
$79.96M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$29.15M
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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
5/2/2025Bogart Wealth LLC5,650$131K0.0%-13.2%0.005%
5/1/2025 Blue Square Asset Management LLC41,323$956K0.5%+1.2%0.038%
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%
4/29/2025 Bank 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%
2/4/2025 Bank 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%
2/3/2025Lyell Wealth Management LP327,578$7.47M0.7%+7.1%0.557%
1/31/2025Bank of Jackson Hole Trust1,839$42K0.0%N/A0.003%
1/30/2025Newman Dignan & Sheerar Inc.149,849$3.42M0.9%+5.0%0.255%
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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%
1/29/2025Gradient 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%
1/28/2025Wilmington 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%
1/23/2025RVW 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%
1/21/2025 Montecito Bank & Trust40,555$925K0.2%+16.5%0.069%
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%
1/14/2025Roble 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%
11/14/2024Captrust Financial Advisors49,451$1.16M0.0%+19.5%0.084%
11/4/2024Arrow Financial Corp598,293$14.07M1.3%+1.5%1.017%
11/1/2024 Leavell Investment Management Inc.18,185$428K0.0%N/A0.031%
10/31/2024 Confluence Investment Management LLC246,605$5.80M0.1%N/A0.419%
10/31/2024 Montecito Bank & Trust34,821$819K0.1%+90.9%0.059%
10/31/2024 Spinnaker Trust53,268$1.25M0.1%+70.2%0.091%
10/29/2024 Janney Montgomery Scott LLC321,808$7.57M0.0%+7.0%0.547%
10/29/2024 First Interstate Bank8,671$204K0.0%N/A0.015%
10/29/2024 Farther Finance Advisors LLC2,430$57K0.0%+6,842.9%0.004%
10/23/2024Lyell Wealth Management LP305,924$7.19M0.7%+23.3%0.520%
10/23/2024Bogart Wealth LLC6,507$153K0.0%+15.2%0.011%
10/9/2024 Adirondack Trust Co.42,731$1.00M0.4%+108.9%0.073%
10/7/2024 Bank of New Hampshire14,200$334K0.1%-14.5%0.024%
10/2/2024 Praetorian Wealth Management Inc.189,348$4.45M1.1%+0.9%0.322%
8/28/2024Farmers National Bank37,893$859K0.3%+9.1%0.064%
8/15/2024Peloton Wealth Strategists265,000$6.01M2.5%+3.7%0.450%
8/8/2024Lyell Wealth Management LP248,200$5.63M0.5%+15.0%0.422%
8/8/2024 Parallel Advisors LLC127,476$2.89M0.1%+2.8%0.217%
8/8/2024Valley Wealth Managers Inc.30,943$701K0.1%+51.0%0.053%
7/31/2024 Spinnaker Trust31,297$710K0.0%+56.1%0.053%
7/30/2024Arrow Financial Corp589,504$13.36M1.3%+2.2%1.002%
7/26/2024 Bank of New York Mellon Corp16,099$365K0.0%+64.0%0.027%
7/17/2024 Montecito Bank & Trust18,240$414K0.1%+32.3%0.031%
7/17/2024 Archford Capital Strategies LLC58,659$1.33M0.2%+3.0%0.100%
7/15/2024Newman Dignan & Sheerar Inc.138,274$3.14M0.8%N/A0.235%
7/10/2024 Praetorian Wealth Management Inc.187,578$4.25M1.1%+7.9%0.319%
7/9/2024 Adirondack Trust Co.20,460$464K0.2%+17.0%0.035%
7/8/2024RVW Wealth LLC15,471$351K0.0%-9.9%0.026%
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5/21/2024Arrow Financial Corp576,568$13.16M1.3%+3.5%0.980%
5/17/2024Comerica Bank25,424$580K0.0%+13.5%0.043%
5/4/2024Valley Wealth Managers Inc.20,493$468K0.0%N/A0.036%
5/1/2024 Janney Montgomery Scott LLC287,674$6.57M0.0%+5.4%0.503%
4/26/2024Bogart Wealth LLC5,650$129K0.0%+13.1%0.010%
4/17/2024Gradient Capital Advisors LLC11,171$255K0.1%N/A0.041%
4/10/2024 Praetorian Wealth Management Inc.173,825$3.97M1.1%+28.6%0.645%
4/10/2024 Bank of New Hampshire17,010$388K0.1%+57.6%0.063%
4/9/2024 Montecito Bank & Trust13,784$315K0.1%N/A0.051%
4/9/2024 Adirondack Trust Co.17,492$399K0.2%+38.6%0.065%
(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, 55 institutional investors and hedge funds held shares of iShares iBonds Dec 2029 Term Corporate ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($81.57M), RVW Wealth LLC ($18.51M), Arrow Financial Corp ($14.14M), Janney Montgomery Scott LLC ($10.16M), Captrust Financial Advisors ($8.11M), Lyell Wealth Management LP ($7.47M), and Peloton Wealth Strategists ($6.99M).Learn more on IBDU's institutional investors.

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

Of the 53 institutional investors that purchased iShares iBonds Dec 2029 Term Corporate ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: RVW Wealth LLC ($751.10K), Janney Montgomery Scott LLC ($426.10K), Captrust Financial Advisors ($314.13K), Confluence Investment Management LLC ($254.74K), JPMorgan Chase & Co. ($240.94K), Lyell Wealth Management LP ($210.49K), and Praetorian Wealth Management Inc. ($202.82K).

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

Institutional investors have bought a total of 4,528,942 shares in the last 24 months. This purchase volume represents approximately $103.66M in transactions.

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

Of the 12 institutional investors that sold iShares iBonds Dec 2029 Term Corporate ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Ameriprise Financial Inc. ($1.01M), JPMorgan Chase & Co. ($237.38K), Cambridge Investment Research Advisors Inc. ($19.46K), Archford Capital Strategies LLC ($17.74K), Bank of New York Mellon Corp ($15.12K), Parallel Advisors LLC ($8.94K), and NewEdge Advisors LLC ($2.68K).

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

Institutional investors have sold a total of 1,316,180 shares in the last 24 months. This volume of shares sold represents approximately $30.01M in transactions.


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This page (NYSEARCA:IBDU) was last updated on 5/3/2025 by MarketBeat.com Staff
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