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

iShares iBonds Dec 2029 Term Corporate ETF logo
$22.97 +0.05 (+0.22%)
As of 02/21/2025 04:10 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)
43
Total
Institutional Inflows
(last 12 months)
$69.23M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$28.56M
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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
2/18/2025 10Elms LLP7,800$178K0.2%N/A0.013%
2/17/2025 Captrust Financial Advisors355,527$8.11M0.0%+618.9%0.604%
2/17/2025 Cary Street Partners Financial LLC42,536$970K0.0%N/A0.072%
2/17/2025 Ameriprise Financial Inc.3,578,733$81.57M0.0%-22.0%6.081%
2/17/2025 Ancora Advisors LLC16,565$378K0.0%+11.7%0.028%
2/14/2025 Arrow Financial Corp620,143$14.14M1.3%+3.7%1.054%
2/14/2025 Integrated Wealth Concepts LLC30,336$692K0.0%-4.3%0.052%
2/13/2025 United Capital Financial Advisors LLC74,943$1.71M0.0%+40.3%0.127%
2/12/2025 JPMorgan Chase & Co.4,996$114K0.0%-97.9%0.008%
2/11/2025 Sandy Spring Bank238,086$5.43M0.2%+3.8%0.405%
2/10/2025 Parallel Advisors LLC241,783$5.51M0.1%+25.5%0.411%
2/7/2025 Dearborn Partners LLC22,655$517K0.0%N/A0.038%
2/7/2025 Rebalance LLC151,380$3.45M0.3%N/A0.257%
2/5/2025 Peloton 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%
2/3/2025 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%
1/21/2025 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%
1/14/2025 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%
12/26/2024 JPMorgan Chase & Co.242,371$5.70M0.0%+16,778.2%0.412%
11/15/2024 Peloton Wealth Strategists272,895$6.42M2.5%+3.0%0.464%
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11/15/2024 Integrated Wealth Concepts LLC31,710$746K0.0%+28.9%0.054%
11/14/2024 Captrust Financial Advisors49,451$1.16M0.0%+19.5%0.084%
11/4/2024 Arrow 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%
10/23/2024 Lyell Wealth Management LP305,924$7.19M0.7%+23.3%0.520%
10/23/2024 Bogart 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%
8/15/2024 Peloton Wealth Strategists265,000$6.01M2.5%+3.7%0.450%
8/8/2024 Lyell 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%
8/8/2024 Valley Wealth Managers Inc.30,943$701K0.1%+51.0%0.053%
7/31/2024 Spinnaker Trust31,297$710K0.0%+56.1%0.053%
7/30/2024 Arrow 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%
7/15/2024 Newman 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%
7/8/2024 RVW Wealth LLC15,471$351K0.0%-9.9%0.026%
5/21/2024 Arrow Financial Corp576,568$13.16M1.3%+3.5%0.980%
5/17/2024 Comerica Bank25,424$580K0.0%+13.5%0.043%
5/4/2024 Valley 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%
4/26/2024 Bogart Wealth LLC5,650$129K0.0%+13.1%0.010%
4/17/2024 Gradient 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%
3/29/2024 Adirondack Trust Co.12,619$286K0.1%N/A0.047%
2/16/2024 Peloton Wealth Strategists231,200$5.33M2.3%+8.9%0.858%
2/12/2024 Arrow Financial Corp556,879$12.85M1.3%+8.8%2.066%
2/12/2024 Parallel Advisors LLC74,955$1.73M0.1%+923.0%0.278%
2/8/2024 Navellier & Associates Inc.40,628$937K0.1%+4.6%0.151%
2/8/2024 Janney Montgomery Scott LLC272,951$6.30M0.0%+2.2%1.013%
2/7/2024 Bogart Wealth LLC4,996$115K0.0%+79.9%0.019%
2/6/2024 First Horizon Advisors Inc.3,107$72K0.0%N/A0.012%
2/2/2024 Bank of New Hampshire10,790$249K0.1%+107.5%0.040%
2/2/2024 Lyell Wealth Management LP179,495$4.14M0.5%+9.9%0.666%
2/1/2024 Roble Belko & Company Inc38,499$888K0.2%+64.5%0.143%
Ex-CIA Advisor: Trump 2.0 Could “Send Gold to $10,000” (Ad)

Experts forecast gold's price racing to $4,000… and an ex-CIA advisor predicts we'll see gold hit $10,000. Should you sit on the sideline while this is happening?

That's why we put together a 100% FREE 2025 Gold Guide to show you exactly how to protect and grow y
1/26/2024 Sandy Spring Bank197,552$4.56M0.2%+4.3%0.733%
1/24/2024 Private Trust Co. NA1,202$28K0.0%N/A0.004%
1/12/2024 Archford Capital Strategies LLC57,383$1.32M0.2%-21.9%0.213%
1/11/2024 Praetorian Wealth Management Inc.135,181$3.12M0.9%+53.3%0.502%
1/8/2024 RVW Wealth LLC17,110$395K0.0%+8.4%0.063%
11/14/2023 Peloton Wealth Strategists212,400$4.65M2.1%+19.9%0.788%
11/13/2023 Cary Street Partners Investment Advisory LLC1,119$25K0.0%N/A0.004%
11/9/2023 Navellier & Associates Inc.38,828$850K0.1%N/A0.144%
11/8/2023 Janney Montgomery Scott LLC267,132$5.85M0.0%+7.1%0.991%
11/1/2023 Roble Belko & Company Inc23,408$513K0.1%+6.0%0.087%
(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, 53 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 51 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 Praetorian Wealth Management Inc. ($200.49K).

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

Institutional investors have bought a total of 3,998,213 shares in the last 24 months. This purchase volume represents approximately $91.38M in transactions.

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

The following institutional investors have sold iShares iBonds Dec 2029 Term Corporate ETF stock in the last 24 months: Ameriprise Financial Inc. ($1.01M), JPMorgan Chase & Co. ($237.38K), Cambridge Investment Research Advisors Inc. ($19.46K), Archford Capital Strategies LLC ($17.74K), NewEdge Advisors LLC ($2.68K), Bank of New Hampshire ($2.41K), and RVW Wealth LLC ($1.70K).

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

Institutional investors have sold a total of 1,290,737 shares in the last 24 months. This volume of shares sold represents approximately $29.42M in transactions.


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This page (NYSEARCA:IBDU) was last updated on 2/22/2025 by MarketBeat.com Staff
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