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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
246
Holders Change
+27
Holders Change %
+12.33%
% of All Funds
3.24%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
41
Increased
131
Reduced
45
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$56.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$48.8M
3
EWA
EP Wealth Advisors
California
+$14.2M
4
ACA
Aptus Capital Advisors
Alabama
+$6.79M
5
CIA
Capital Investment Advisors
Georgia
+$6.27M

Top Sellers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
-$22.2M
2
BEI
Benjamin Edwards Inc
Missouri
-$21.3M
3
Ameriprise
Ameriprise
Minnesota
-$19.1M
4
Raymond James Financial
Raymond James Financial
Florida
-$10.5M
5
CIM
Confluence Investment Management
Missouri
-$6.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
76
JP Morgan Chase
New York
$2.55M -$2.69M -124,016 -52%
SFB
77
STAR Financial Bank
Indiana
$2.54M +$212K +9,771 +9%
ACM
78
Arcataur Capital Management
Wisconsin
$2.48M +$220K +10,155 +10%
HA
79
Hamel Associates
New Jersey
$2.47M +$75.3K +3,475 +3%
QFA
80
Quantum Financial Advisors
California
$2.44M +$125K +5,774 +5%
FTUS
81
Flow Traders U.S.
New York
$2.37M +$2.33M +107,721 New
ATC
82
Adirondack Trust Company
New York
$2.31M +$300K +13,865 +15%
RPC
83
Rossmore Private Capital
Connecticut
$2.21M +$1.21M +55,697 +124%
SP
84
Stonebrook Private
Michigan
$2.2M +$46K +2,126 +2%
Mariner
85
Mariner
Kansas
$2.08M +$33.2K +1,534 +2%
IW
86
Instrumental Wealth
Florida
$2.01M +$52.3K +2,415 +3%
WA
87
Wealthstar Advisors
Texas
$2M -$345K -15,907 -15%
GRP
88
Global Retirement Partners
California
$1.99M +$1.96M +90,600 New
EWS
89
Evergreen Wealth Solutions
Pennsylvania
$1.93M -$116K -5,334 -6%
LF
90
LifePlan Financial
Minnesota
$1.89M +$521K +24,053 +39%
ABC
91
Associated Banc-Corp
Wisconsin
$1.88M +$120K +5,519 +7%
VA
92
Valmark Advisers
Ohio
$1.84M +$378K +17,433 +26%
BlackRock
93
BlackRock
New York
$1.82M +$1.79M +82,588 +142,393%
SWM
94
Segment Wealth Management
Texas
$1.81M -$1.41K -65 -0.1%
GMFG
95
Greater Midwest Financial Group
Minnesota
$1.8M +$215K +9,948 +14%
LWANC
96
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.79M +$147K +6,800 +9%
PIM
97
Penobscot Investment Management
Massachusetts
$1.73M +$181K +8,335 +12%
DWM
98
Drive Wealth Management
Utah
$1.7M -$34.9K -1,611 -2%
JWCA
99
J.W. Cole Advisors
Florida
$1.69M +$1.66M +76,847 New
UCFA
100
United Capital Financial Advisors
Texas
$1.68M +$138K +6,376 +9%
2 3
4
5 6

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.