Who Owns iShares iBonds Dec 2034 Term Corporate ETF (IBDZ)?Hedge Fund & Institutional Holders

$25.95-0.09 (-0.33%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$5.9298430003329336e+203T

% of Float Held

—

QoQ Change in Holders

+15 / -2

Price History

$24.95$25.43$25.90$26.38$26.85Sep 24Jun 25Mar 26

IBDZ — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Capital Investment Advisors, LLCNew Position+2.2M+$59.3M
MV CAPITAL MANAGEMENT, INC.New Position+1.1M+$29.0M
SIGMA INVESTMENT COUNSELORS INCNew Position+654K+$17.2M
PFG Private Wealth Management, LLCNew Position+486K+$12.8M
Motley Fool Wealth Management, LLCNew Position+456K+$12.0M
ARROW FINANCIAL CORPNew Position+401K+$10.6M
Parkway Wealth Management Group, LLCNew Position+345K+$9.1M
Guidance Point Advisors, LLCNew Position+258K+$6.8M
Paradigm, Strategies in Wealth Management, LLCNew Position+217K+$5.7M
Krilogy Financial LLCNew Position+199K+$5.3M
Janney Montgomery Scott LLCNew Position+219K+$5.0M
NESTEGG ADVISORS, INC.New Position+186K+$4.9M
4Thought Financial Group Inc.New Position+174K+$4.6M
BENJAMIN EDWARDS INCNew Position+169K+$4.5M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+186K+$4.0M

IBDZ — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
JPMORGAN CHASE & CODecreased-54K-$2.1B
COLDSTREAM CAPITAL MANAGEMENT INCDecreased-18K-$1.6B
CITADEL ADVISORS LLCDecreased-19K-$1.1B
MML INVESTORS SERVICES, LLCDecreased-104-$311.6M
KESTRA PRIVATE WEALTH SERVICES, LLCClosed Position-9K-$242.3M
Stratos Wealth Partners, LTD.Closed Position-8K-$206.2M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-3K-$78.7M
FLOW TRADERS U.S. LLCDecreased-5K-$1.1M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Capital Investment Advisors, LLC2,248,701$59.3M0.90%Share
2Summit Financial, LLC1,657,455$43.0M0.63%Share
3SUMMITRY LLC1,262,550$33.3M1.39%Share
4MORGAN STANLEY1,286,773$33.0M0.00%Share
5BANK OF AMERICA CORP /DE/776,504$20.0M0.00%Share
6SIGMA INVESTMENT COUNSELORS INC653,888$17.2M0.88%Share
7ROYAL BANK OF CANADA670,066$17.0M0.00%Share
8MV CAPITAL MANAGEMENT, INC.557,365$14.7M1.41%Share
9MV CAPITAL MANAGEMENT, INC.540,082$14.3M1.37%Share
10MB, LEVIS & ASSOCIATES, LLC504,186$13.3M5.60%Share
11PFG Private Wealth Management, LLC486,439$12.8M5.61%Share
12Motley Fool Wealth Management, LLC455,702$12.0M0.93%Share
13ARROW FINANCIAL CORP387,326$10.2M1.02%Share
14UBS Group AG359,184$9.5M0.00%Share
15Parkway Wealth Management Group, LLC345,452$9.1M1.22%Share
16HighTower Advisors, LLC336,208$8.0M0.01%Share
17Seneca House Advisors285,269$7.5M2.81%Share
18US BANCORP \DE\274,590$7.2M0.01%Share
19BANK OF AMERICA CORP /DE/277,080$7.0M0.00%Share
20Guidance Point Advisors, LLC257,841$6.8M1.58%Share
21Paradigm, Strategies in Wealth Management, LLC216,813$5.7M3.75%Share
22Krilogy Financial LLC199,395$5.3M0.18%Share
23Janney Montgomery Scott LLC219,064$5.0M0.01%Share
24Lido Advisors, LLC210,929$5.0M0.01%Share
25WELLS FARGO & COMPANY/MN195,275$5.0M0.00%Share
26RAYMOND JAMES FINANCIAL INC191,263$5.0M0.00%Share
27Parallel Advisors, LLC199,895$5.0M0.09%Share
28Kestra Advisory Services, LLC220,764$5.0M0.02%Share
29NESTEGG ADVISORS, INC.185,601$4.9M4.18%Share
304Thought Financial Group Inc.173,923$4.6M2.27%Share
31HANCOCK WHITNEY CORP163,529$4.0M0.07%Share
32COMMONWEALTH EQUITY SERVICES, LLC185,664$4.0M0.01%Share
33Probity Advisors, Inc.143,370$3.8M0.61%Share
34BENJAMIN EDWARDS INC138,414$3.6M0.04%Share
35Atlantic Union Bankshares Corp136,202$3.6M0.07%Share
36J.W. COLE ADVISORS, INC.118,593$3.1M0.08%Share
37Marathon Mission, Inc.97,572$2.6M1.49%Share
38Stonebrook Private Inc.87,200$2.3M0.48%Share
39LYELL WEALTH MANAGEMENT, LP82,610$2.2M0.16%Share
40Archford Capital Strategies, LLC81,995$2.2M0.25%Share
41MERCER GLOBAL ADVISORS INC /ADV93,238$2.0M0.00%Share
42MEITAV INVESTMENT HOUSE LTD99,103$2.0M0.02%Share
43CWM, LLC67,194$1.8M0.00%Share
44Quantum Financial Advisors, LLC55,324$1.5M0.16%Share
45Keeler Thomas Management LLC52,946$1.4M0.67%Share
46LITTLE HOUSE CAPITAL LLC39,346$1.0M0.26%Share
47MCF Advisors LLC38,523$1.0M0.06%Share
48ASSOCIATED BANC-CORP37,973$1.0M0.03%Share
49GOLDMAN SACHS GROUP INC50,250$1.0M0.00%Share
50ENVESTNET ASSET MANAGEMENT INC68,175$1.0M0.00%Share

IBDZ Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025107$466.4M+54
Q3 202553$190.0B-20
Q2 202573$206.5B+1
Q1 202572$240.4B+26
Q4 202446$13.6T+25
Q3 202421$61.0T+15
Q2 20246$37.3T—

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As of Q4 2025, 50 institutional investors hold IBDZ (iShares iBonds Dec 2034 Term Corporate ETF). The largest holder is Capital Investment Advisors, LLC with $59.3M in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own IBDZ?

As of Q4 2025, 50 institutional investors report holding IBDZ (iShares iBonds Dec 2034 Term Corporate ETF) in their 13F filings.

Who is the largest institutional holder of IBDZ?

The largest institutional holder of IBDZ is Capital Investment Advisors, LLC with $59.3M in shares.

Is institutional ownership of IBDZ increasing or decreasing?

This quarter, 15 institutions opened new positions in IBDZ and 2 closed their positions.