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iShares iBonds Dec 2030 Term Corporate ETF
IBDV

219 hedge funds and large institutions have $1.35B invested in iShares iBonds Dec 2030 Term Corporate ETF in 2025 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 135 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

335% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 31

69% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 16

15% more capital invested

Capital invested by funds: $1.18B → $1.35B (+$173M)

3% more funds holding

Funds holding: 212 → 219 (+7)

0% more funds holding in top 10

Funds holding in top 10: 10 → 10 (0)

1.75% less ownership

Funds ownership: 78.07% → 76.32% (-1.8%)

Holders
219
Holders Change
+7
Holders Change %
+3.3%
% of All Funds
2.94%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
27
Increased
135
Reduced
31
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
+$38.4M
2
BEI
Benjamin Edwards Inc
Missouri
+$22.8M
3
Bank of America
Bank of America
North Carolina
+$14.4M
4
ACA
Aptus Capital Advisors
Alabama
+$11.7M
5
PPWM
PFG Private Wealth Management
Florida
+$9.97M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$30.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.36M
3
OFA
Oak Family Advisors
Illinois
-$2.52M
4
Lido Advisors
Lido Advisors
California
-$2.23M
5
JWCA
J.W. Cole Advisors
Florida
-$1.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
76
LBMC Investment Advisors
Tennessee
$2.45M +$2.42M +112,605 New
HA
77
Hamel Associates
New Jersey
$2.37M -$1.51M -70,464 -39%
WA
78
Wealthstar Advisors
Texas
$2.32M +$339K +15,755 +17%
SFB
79
STAR Financial Bank
Indiana
$2.3M +$1.91K +89 +0.1%
QFA
80
Quantum Financial Advisors
California
$2.28M +$265K +12,339 +13%
ACM
81
Arcataur Capital Management
Wisconsin
$2.23M +$2.21M +102,820 New
SP
82
Stonebrook Private
Michigan
$2.13M +$118K +5,470 +6%
Citadel Advisors
83
Citadel Advisors
Florida
$2.12M +$232K +10,779 +12%
EWS
84
Evergreen Wealth Solutions
Pennsylvania
$2.03M -$238K -11,090 -11%
Mariner
85
Mariner
Kansas
$2.02M -$2.47K -115 -0.1%
ATC
86
Adirondack Trust Company
New York
$1.99M +$270K +12,560 +16%
IW
87
Instrumental Wealth
Florida
$1.95M +$11.4K +529 +0.6%
SWM
88
Segment Wealth Management
Texas
$1.79M +$135K +6,290 +8%
Wealth Enhancement Advisory Services
89
Wealth Enhancement Advisory Services
Minnesota
$1.75M +$242K +11,272 +16%
ABC
90
Associated Banc-Corp
Wisconsin
$1.74M +$76.1K +3,542 +5%
DWM
91
Drive Wealth Management
Utah
$1.71M +$1.69M +78,731 New
Osaic Holdings
92
Osaic Holdings
Arizona
$1.7M -$337K -15,671 -17%
CCM
93
Coldstream Capital Management
Washington
$1.69M – – –
Neuberger Berman Group
94
Neuberger Berman Group
New York
$1.67M – – –
PSIWM
95
Paradigm Strategies in Wealth Management
Minnesota
$1.62M -$91.8K -4,271 -5%
LWANC
96
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.62M +$320K +14,900 +25%
GMFG
97
Greater Midwest Financial Group
Minnesota
$1.56M -$218K -10,144 -12%
UCFA
98
United Capital Financial Advisors
Texas
$1.53M +$84K +3,910 +6%
PIM
99
Penobscot Investment Management
Massachusetts
$1.52M +$509K +23,700 +51%
VA
100
Valmark Advisers
Ohio
$1.44M +$349K +16,249 +33%
2 3
4
5 6

IBDV Hedge Fund Activity: Q1 2025 in Review

219 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2030 Term Corporate ETF (IBDV) for Q1 2025, worth a combined $1.35B — up 15% from $1.18B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IBDV positions and 16 closed out — a net gain of 11 holders — while 135 added to existing stakes and 31 trimmed.

The largest buyer was Stifel Financial, adding an estimated $38.4M. The largest seller was Ameriprise, cutting an estimated $30.7M.

  • 219 institutional investors held iShares iBonds Dec 2030 Term Corporate ETF (IBDV) as of Q1 2025, up from 212 in Q4 2024.
  • Funds reported $1.35B of iShares iBonds Dec 2030 Term Corporate ETF stock for Q1 2025, up 15% quarter-over-quarter.
  • 27 funds opened new iShares iBonds Dec 2030 Term Corporate ETF positions in Q1 2025 and 16 closed out, a net change of +11 holders.
  • The largest iShares iBonds Dec 2030 Term Corporate ETF buyer in Q1 2025 was Stifel Financial, an estimated $38.4M added.
  • The largest iShares iBonds Dec 2030 Term Corporate ETF seller in Q1 2025 was Ameriprise, an estimated $30.7M sold.

Based on aggregated 13F filings for Q1 2025.