IBDU

Ishares Ibonds Dec 2029 Term

+$259.0M

Net Activity

Institutions Holding

381

Popularity Rank

#1528

Avg Weight

0.50%

Total Value

$2.9B

Ownership Trend

381 institutions currently hold IBDU, with 284 net buyers and 82 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Significantly Increased

Based on recent trading activity

Net Selling Institutions

82

Net Buying Institutions

284

Key Holders

Key Holders

Top 5 by Value

BO
Bank Of America CORP /de/
$170.1M
MS
Morgan Stanley
$155.7M
AC
Aptus Capital Advisors, LLC
$148.4M
CA
Capital Advisors Inc/ok
$118.2M
MG
Mercer Global Advisors INC /adv
$117.1M

Top 5 by Conviction

SR
Shufro Rose & Co LLC
6.29%
SS
Seven Springs Wealth Group, LLC
6.26%
TF
Threadgill Financial, LLC
6.24%
GW
Gratus Wealth Advisors, LLC
5.08%
R&
Ruggaard & Associates LLC
4.72%
View all 381 holding institutions

Quarterly Activity

Recent Activity

+$2.5B

Total Buy Value

$489.7M

Total Sell Value

New buy53
Trim56
Add231
Sold out26

284

Net Buyers

82

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding ISHARES IBONDS DEC 2029 TERM (IBDU)?
Major stakeholders currently include Bank Of America CORP /de/ ($170.1M), Morgan Stanley ($155.7M), Aptus Capital Advisors, LLC ($148.4M). Based on the latest 13F filings, there are a total of 381 tracked investment funds and institutions maintaining positions in IBDU.
What is the overall institutional sentiment toward IBDU recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $259.0M, driven by 284 managers accumulating shares while 82 reduced their exposure.
Which institutions have been selling or reducing their IBDU positions?
In the latest period, 56 funds trimmed their holdings, and 26 managers completely exited their positions. The aggregate reported sell value was $489.7M.
Are there any notable investors adding IBDU to their portfolios?
Yes, buying activity remains notable. 53 institutions opened new positions in {ticker}, and 231 existing holders added to their shares. The total reported buy value for the quarter amounted to $2.5B.

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