iShares iBonds Dec 2030 Term Corporate ETF
IBDV
246 hedge funds and large institutions have $1.47B invested in iShares iBonds Dec 2030 Term Corporate ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 131 increasing their positions, 45 reducing their positions, and 7 closing their positions.
486% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 7
191% more repeat investments, than reductions
Existing positions increased: 131 | Existing positions reduced: 45
12% more funds holding
Funds holding: 219 → 246 (+27)
9% more capital invested
Capital invested by funds: $1.35B → $1.47B (+$116M)
1.14% more ownership
Funds ownership: 76.32% → 77.46% (+1.1%)
20% less funds holding in top 10
Funds holding in top 10: 10 → 8 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$56.4M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$48.8M |
| 3 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$14.2M |
| 4 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$6.79M |
| 5 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$6.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$22.2M |
| 2 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
-$21.3M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$19.1M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
-$10.5M |
| 5 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$6.13M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BWM
251
BCS Wealth Management
Johnson City,
Tennessee
| – | -$469K | -21,589 | Closed |
|
|
HWM
252
HB Wealth Management
Atlanta,
Georgia
| – | -$227K | -10,459 | Closed |
|
|
BAM
253
Byrne Asset Management
Kingston,
New Jersey
| – | -$21.1K | -970 | Closed |
|
254
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$8.69K | -400 | Closed |
|
IBDV Hedge Fund Activity: Q2 2025 in Review
246 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2030 Term Corporate ETF (IBDV) for Q2 2025, worth a combined $1.47B — up 8.6% from $1.35B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new IBDV positions and 7 closed out — a net gain of 34 holders — while 131 added to existing stakes and 45 trimmed.
The largest buyer was Mercer Global Advisors, adding an estimated $56.4M. The largest seller was Stifel Financial, cutting an estimated $22.2M.
- 246 institutional investors held iShares iBonds Dec 2030 Term Corporate ETF (IBDV) as of Q2 2025, up from 219 in Q1 2025.
- Funds reported $1.47B of iShares iBonds Dec 2030 Term Corporate ETF stock for Q2 2025, up 8.6% quarter-over-quarter.
- 41 funds opened new iShares iBonds Dec 2030 Term Corporate ETF positions in Q2 2025 and 7 closed out, a net change of +34 holders.
- The largest iShares iBonds Dec 2030 Term Corporate ETF buyer in Q2 2025 was Mercer Global Advisors, an estimated $56.4M added.
- The largest iShares iBonds Dec 2030 Term Corporate ETF seller in Q2 2025 was Stifel Financial, an estimated $22.2M sold.
Based on aggregated 13F filings for Q2 2025.