ISHARES IBONDS DEC 2029 TERM (IBDU) Institutional Shareholders
ISHARES IBONDS DEC 2029 TERM (IBDU) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $2.78B in IBDU holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of IBDU tracked by InsiderSet, reporting ownership valued at approximately $170.11M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $168.72M, representing an estimated loss of -0.82% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 40% of the total disclosed IBDU value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Morgan Stanley, Aptus Capital Advisors, Llc, and several other long-term asset managers with concentrated positions in ISHARES IBONDS DEC 2029 TERM (IBDU).
This page ranks the largest institutional IBDU shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
381
Total Reported Value
$2.78B
Largest Holder
Bank Of America Corp
Largest Position
$170.11M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
60
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.01% | 7,313,604 | $170,114,426 | $168,724,844 | -$1,389,582 | -0.82% | |
| Morgan Stanley | 0.01% | 6,692,831 | $155,675,251 | $154,403,611 | -$1,271,640 | -0.82% | |
| Aptus Capital Advisors, Llc | 1.25% | 6,381,013 | $148,422,362 | $147,209,970 | -$1,212,392 | -0.82% | |
| Capital Advisors Inc/Ok | 1.75% | 5,140,239 | $119,047,938 | $118,585,314 | -$462,624 | -0.39% | |
| Mercer Global Advisors Inc | 0.17% | 5,033,782 | $117,085,775 | $116,129,351 | -$956,424 | -0.82% | |
| Shufro Rose & Co Llc | 6.31% | 3,978,128 | $92,531,265 | $91,775,413 | -$755,852 | -0.82% | |
| Ubs Group Ag | 0.02% | 3,681,557 | $85,633,016 | $84,933,520 | -$699,496 | -0.82% | |
| Lido Advisors, Llc | 0.30% | 3,267,016 | $75,990,812 | $75,370,059 | -$620,753 | -0.82% | |
| Raymond James Financial Inc | 0.02% | 3,172,199 | $73,785,352 | $73,182,631 | -$602,721 | -0.82% | |
| Hm Payson & Co | 0.96% | 3,142,337 | $72,776,540 | $72,493,715 | -$282,825 | -0.39% | |
| Lpl Financial Llc | 0.01% | 2,383,159 | $55,432,283 | $54,979,478 | -$452,805 | -0.82% | |
| Royal Bank Of Canada | 0.01% | 2,340,571 | $54,442,000 | $53,996,973 | -$445,027 | -0.82% | |
| Wells Fargo & Company/Mn | 0.01% | 2,125,189 | $49,431,884 | $49,028,110 | -$403,774 | -0.82% | |
| Summitry Llc | 1.54% | 2,022,397 | $46,838,713 | $46,656,699 | -$182,014 | -0.39% | |
| Hightower Advisors, Llc | 0.05% | 1,864,585 | $43,370,262 | $43,015,976 | -$354,286 | -0.82% | |
| Sound View Wealth Advisors Group, Llc | 2.79% | 1,766,350 | $41,085,297 | $40,749,695 | -$335,603 | -0.82% | |
| Woodmont Investment Counsel Llc | 2.24% | 1,771,527 | $41,028,569 | $40,869,128 | -$159,441 | -0.39% | |
| Klingman & Associates, Llc | 1.60% | 1,622,444 | $37,575,802 | $37,429,783 | -$146,019 | -0.39% | |
| Sigma Investment Counselors Inc | 1.76% | 1,561,416 | $36,162,401 | $36,021,867 | -$140,534 | -0.39% | |
| Gratus Wealth Advisors, Llc | 4.57% | 1,550,502 | $35,909,632 | $35,770,081 | -$139,551 | -0.39% | |
| Venture Visionary Partners Llc | 0.96% | 1,491,364 | $34,539,994 | $34,405,767 | -$134,227 | -0.39% | |
| Kathmere Capital Management, Llc | 1.51% | 1,224,087 | $28,349,844 | $28,239,687 | -$110,157 | -0.39% | |
| Wealthcare Advisory Partners Llc | 0.54% | 1,223,806 | $28,343,341 | $28,233,204 | -$110,137 | -0.39% | |
| Rvw Wealth, Llc | 1.85% | 1,210,684 | $28,039,446 | $27,930,480 | -$108,966 | -0.39% | |
| Meiji Yasuda Life Insurance Co | 0.94% | 1,179,000 | $27,423,540 | $27,199,530 | -$224,010 | -0.82% | |
| Commonwealth Equity Services, Llc | 0.03% | 1,182,596 | $27,388,927 | $27,282,490 | -$106,437 | -0.39% | |
| Seven Springs Wealth Group, Llc | 6.26% | 1,164,618 | $27,089,019 | $26,867,737 | -$221,282 | -0.82% | |
| Advisors Capital Management, Llc | 0.31% | 1,136,986 | $26,446,298 | $26,230,267 | -$216,031 | -0.82% | |
| Summit Financial, Llc | 0.33% | 1,113,705 | $25,904,777 | $25,693,174 | -$211,603 | -0.82% | |
| Howland Capital Management Llc | 0.93% | 1,118,191 | $25,897,304 | $25,796,666 | -$100,638 | -0.39% | |
| Ameriprise Financial Inc | 0.01% | 1,099,485 | $25,575,010 | $25,365,119 | -$209,891 | -0.82% | |
| Kestra Advisory Services, Llc | 0.07% | 937,764 | $21,718,612 | $21,634,215 | -$84,397 | -0.39% | |
| Mv Capital Management, Inc. | 1.99% | 871,158 | $20,263,125 | $20,097,615 | -$165,510 | -0.82% | |
| Summit Asset Management, Llc | 2.52% | 778,230 | $18,101,630 | $17,953,766 | -$147,864 | -0.82% | |
| First National Trust Co | 0.56% | 715,822 | $16,578,437 | $16,514,014 | -$64,423 | -0.39% | |
| Us Bancorp \De\ | 0.02% | 687,363 | $15,988,063 | $15,857,464 | -$130,599 | -0.82% | |
| Captrust Financial Advisors | 0.03% | 653,285 | $15,195,406 | $15,071,285 | -$124,121 | -0.82% | |
| Arrow Financial Corp | 1.36% | 655,962 | $15,192,096 | $15,133,043 | -$59,053 | -0.39% | |
| Ironwood Financial, Llc | 2.29% | 636,737 | $14,651,314 | $14,689,523 | +$38,209 | +0.26% | |
| Blackrock, Inc. | 0.00% | 615,014 | $14,305,225 | $14,188,373 | -$116,852 | -0.82% | |
| Mesirow Financial Investment Management, Inc. | 0.22% | 599,061 | $13,874,255 | $13,820,337 | -$53,918 | -0.39% | |
| Rockefeller Capital Management L.P. | 0.02% | 593,674 | $13,808,866 | $13,696,059 | -$112,807 | -0.82% | |
| Stifel Financial Corp | 0.01% | 563,068 | $13,096,969 | $12,989,979 | -$106,990 | -0.82% | |
| Windsor Capital Management, Llc | 3.39% | 562,587 | $13,029,526 | $12,978,882 | -$50,644 | -0.39% | |
| Robertson Stephens Wealth Management, Llc | 0.32% | 555,787 | $12,872,032 | $12,822,006 | -$50,026 | -0.39% | |
| Probity Advisors, Inc. | 1.79% | 540,849 | $12,526,068 | $12,477,386 | -$48,682 | -0.39% | |
| Spinnaker Trust | 0.60% | 536,924 | $12,435,160 | $12,386,837 | -$48,323 | -0.39% | |
| Northwestern Mutual Wealth Management Co | 0.01% | 530,040 | $12,328,733 | $12,228,023 | -$100,710 | -0.82% | |
| Central Trust Co | 0.22% | 517,935 | $11,995,376 | $11,948,760 | -$46,616 | -0.39% | |
| Lyell Wealth Management, Lp | 0.86% | 504,623 | $11,737,531 | $11,641,653 | -$95,878 | -0.82% |
Frequently asked questions about IBDU
Who owns the most IBDU stock?
The largest holders of IBDU are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES IBONDS DEC 2029 TERM (IBDU).
Is IBDU widely held by superinvestors?
Many widely followed stocks like IBDU appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IBDU is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.