ISHARES IBONDS DEC 2029 TERM (IBDU) Institutional Ownership Changes & 13F Activity

ISHARES IBONDS DEC 2029 TERM (IBDU). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Mercer Global Advisors Inc, Ruggaard & Associates Llc, Raymond James Financial Inc, and Bank Of America Corp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+70,881+17.1%485,028$11.23MQ2 2026Sep 23, 2026
Cherry Tree Wealth Management, LlcBuy+18,633+9.5%214,268$4.96MQ2 2026Sep 15, 2026
Integrated Wealth Concepts LlcBuy+16,312+10.1%177,379$4.11MQ2 2026Sep 09, 2026
Horan Wealth, LlcBuy+3,725+16.6%26,190$606.56KQ2 2026Aug 26, 2026
Mercer Global Advisors IncBuy+757,876+15.1%5,791,658$134.13MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+8,688—8,688$201.21KQ2 2026Aug 19, 2026
Glenview Trust CoBuy+15,425+3.1%510,500$11.82MQ2 2026Aug 18, 2026
Jdm Financial Group LlcBuy+14,230—14,230$329.56KQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcBuy+11,763+4.4%279,053$6.46MQ2 2026Aug 18, 2026
Ruggaard & Associates LlcBuy+528,717—528,717$12.25MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Sell-220,166-78.9%59,055$1.37MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcBuy+78,430+39.2%278,417$6.45MQ2 2026Aug 17, 2026
Dearborn Partners LlcBuy+2,733+10.4%28,984$671.26KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+1,629,388—1,629,388$37.74MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+427,462+13.5%3,599,661$83.37MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+317,100+4.3%7,630,704$176.73MQ2 2026Aug 14, 2026
Kintra Wealth, LlcBuy+109,229—109,229$2.52MQ2 2026Aug 14, 2026
Modern Wealth Management, LlcBuy+105,983—105,983$2.45MQ2 2026Aug 14, 2026
10Elms LlpBuy+101,718+104.4%199,139$4.61MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-95,186-46.4%110,044$2.55MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+95,084+4.5%2,220,273$51.42MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+85,990—85,990$1.99MQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-83,673-75.4%27,315$632.62KQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-51,088-2.2%2,289,483$53.02MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+40,648—40,648$941.43KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+34,305+19.3%211,817$4.91MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+26,694+16.5%188,013$4.36MQ2 2026Aug 14, 2026
First Manhattan Co. Llc.Buy+25,370+116.4%47,164$1.09MQ2 2026Aug 14, 2026
Betterment LlcBuy+10,315—10,315$239.00KQ2 2026Aug 14, 2026
Waterford Advisors, LlcBuy+9,894—9,894$229.15KQ2 2026Aug 14, 2026
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Frequently asked questions about IBDU activity

  • Which institutional owners are buying IBDU?

    Institutional owners buying IBDU include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in IBDU activity?

    "Buy" means an investor increased their reported position in IBDU compared to the prior reporting period. This reflects growing exposure to ISHARES IBONDS DEC 2029 TERM (IBDU) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in IBDU increasing?

    Institutional interest in IBDU can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.