Free Trial
→ What to do with your collapsing portfolio… (From Brownstone Research) (Ad) Buy IBDU Stock  Free IBDU Stock Alerts

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

iShares iBonds Dec 2029 Term Corporate ETF logo
$22.94 +0.04 (+0.17%)
As of 01:59 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2029 Term Corporate ETF (NYSEARCA:IBDU)

Number of
Institutional Buyers
(last 12 months)
45
Total
Institutional Inflows
(last 12 months)
$71.28M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$28.78M
Get IBDU Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares iBonds Dec 2029 Term Corporate ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

IBDU Institutional Buying and Selling by Quarter

Remove Ads

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
2/7/2025Rebalance 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%
2/3/2025Lyell 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%
1/30/2025Spinnaker Trust133,891$3.05M0.2%+151.4%0.228%
1/29/2025Leavell Investment Management Inc.23,702$540K0.0%+30.3%0.040%
1/29/2025Gradient Capital Advisors LLC17,077$389K0.1%+16.1%0.029%
1/29/2025First Fiduciary Investment Counsel Inc.40,690$928K0.2%N/A0.069%
1/28/2025Wilmington Savings Fund Society FSB6,600$150K0.0%N/A0.011%
1/28/2025Barrett & 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%
1/23/2025Crews Bank & Trust55,925$1.28M0.2%N/A0.095%
1/21/2025Blue Square Asset Management LLC40,819$931K0.5%N/A0.069%
1/21/2025Archford Capital Strategies LLC55,426$1.26M0.2%-2.9%0.094%
1/21/2025Montecito Bank & Trust40,555$925K0.2%+16.5%0.069%
1/17/2025 Adirondack Trust Co.84,629$1.93M0.7%+98.1%0.144%
Is it CRAZY to still want reliable profits, despite this market? (Ad)

Larry Benedict, the acclaimed "Market Wizard," is calling an emergency briefing now... The same Larry who – while everyone else watched their retirement get cut in half in 2008... Performed 103% better than the market. And the one who crushed the market by 4X during the COVID meltdown.

Click here to access this emergency tariff briefing now.
1/17/2025Janney Montgomery Scott LLC392,459$8.95M0.0%+22.0%0.667%
1/16/2025First United Bank & Trust2,080$47K0.0%N/A0.004%
1/14/2025Roble Belko & Company Inc42,420$967K0.2%+10.2%0.072%
1/10/2025Praetorian 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%
11/1/2024Leavell Investment Management Inc.18,185$428K0.0%N/A0.031%
10/31/2024 Confluence Investment Management LLC246,605$5.80M0.1%N/A0.419%
10/31/2024Montecito Bank & Trust34,821$819K0.1%+90.9%0.059%
10/31/2024Spinnaker Trust53,268$1.25M0.1%+70.2%0.091%
10/29/2024Janney Montgomery Scott LLC321,808$7.57M0.0%+7.0%0.547%
10/29/2024First 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%
10/2/2024Praetorian 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%
7/31/2024Spinnaker Trust31,297$710K0.0%+56.1%0.053%
7/30/2024Arrow Financial Corp589,504$13.36M1.3%+2.2%1.002%
7/26/2024Bank of New York Mellon Corp16,099$365K0.0%+64.0%0.027%
7/17/2024Montecito Bank & Trust18,240$414K0.1%+32.3%0.031%
7/17/2024Archford 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%
7/10/2024Praetorian 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%
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%
5/1/2024Janney 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%
4/10/2024Praetorian 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%
4/9/2024Montecito Bank & Trust13,784$315K0.1%N/A0.051%
4/9/2024 Adirondack Trust Co.17,492$399K0.2%+38.6%0.065%
3/29/2024 Adirondack Trust Co.12,619$286K0.1%N/A0.047%
2/16/2024Peloton Wealth Strategists231,200$5.33M2.3%+8.9%0.858%
2/12/2024Arrow Financial Corp556,879$12.85M1.3%+8.8%2.066%
What to do with your collapsing portfolio… (Ad)

There might be only one way to save your retirement in this volatile time. After watching investors lose $6 trillion in market cap in a matter of DAYS... And after seeing businesses bleeding dry as trade tensions spiral out of control... What the acclaimed “Market Wizard” Larry Benedict — who beat the market by 103% during the 2008 crash — is about to reveal could not only save your retirement from Trump's tariffs…

Click here to access this emergency briefing BEFORE the next tariff announcement...
2/12/2024 Parallel Advisors LLC74,955$1.73M0.1%+923.0%0.278%
2/8/2024Navellier & Associates Inc.40,628$937K0.1%+4.6%0.151%
2/8/2024Janney Montgomery Scott LLC272,951$6.30M0.0%+2.2%1.013%
2/7/2024Bogart Wealth LLC4,996$115K0.0%+79.9%0.019%
2/6/2024First Horizon Advisors Inc.3,107$72K0.0%N/A0.012%
2/2/2024 Bank of New Hampshire10,790$249K0.1%+107.5%0.040%
2/2/2024Lyell Wealth Management LP179,495$4.14M0.5%+9.9%0.666%
2/1/2024Roble Belko & Company Inc38,499$888K0.2%+64.5%0.143%
1/26/2024Sandy Spring Bank197,552$4.56M0.2%+4.3%0.733%
1/24/2024Private Trust Co. NA1,202$28K0.0%N/A0.004%
(Data available from 1/1/2016 forward)

Remove Ads

IBDU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBDU shares?

During the previous two years, 54 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 ($8.95M), 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 52 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 ($379.31K), Captrust Financial Advisors ($314.13K), Confluence Investment Management LLC ($254.74K), JPMorgan Chase & Co. ($240.94K), Lyell Wealth Management LP ($210.49K), and Arrow Financial Corp ($184.04K).

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

Institutional investors have bought a total of 4,134,351 shares in the last 24 months. This purchase volume represents approximately $94.53M in transactions.

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

Of the 10 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), Parallel Advisors LLC ($8.94K), NewEdge Advisors LLC ($2.68K), 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 1,300,208 shares in the last 24 months. This volume of shares sold represents approximately $29.64M in transactions.


Related Companies

This page (NYSEARCA:IBDU) was last updated on 4/16/2025 by MarketBeat.com Staff
From Our Partners
The Crypto Market is About to Change Lives
I've discovered something so significant about the 2025 crypto market that I had to put everything else aside ...
Crypto 101 Media | Sponsored
[Action Required] Claim Your FREE IRS Loophole Guide
This shouldn't surprise anyone who's been paying attention, but... Pres. Trump may be about to unleash the ...
Colonial Metals | Sponsored
Warning: “DOGE Collapse” imminent
Elon Strikes Back You may already sense that the tide is turning against Elon Musk and DOGE. Just this week...
Altimetry | Sponsored
Crypto’s crashing…but we’re still profiting
Most traders are panicking right now. Bitcoin’s dropping. Altcoins are bleeding. The stock market’s a mess....
Crypto Swap Profits | Sponsored
Now I look stupid. Real stupid...
I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we...
Porter & Company | Sponsored
Gold Hits New Highs as Global Markets Spiral
When Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839. ...
Premier Gold Co | Sponsored
New “Trump” currency proposed in DC
According to one of the most connected men in Washington… A surprising new bill was just introduced in Wash...
Paradigm Press | Sponsored
Is it CRAZY to still want reliable profits, despite this market?
Larry Benedict, the acclaimed "Market Wizard," is calling an emergency briefing now... The same Larry who –...
Brownstone Research | Sponsored