iShares iBonds Dec 2030 Term Corporate ETF
IBDV
247 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, 132 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
193% more repeat investments, than reductions
Existing positions increased: 132 | Existing positions reduced: 45
129% more capital inflows, than outflows
Capital inflows: $228M | Capital outflows: $100M
12% more funds holding
Funds holding: 220 → 247 (+27)
0.39% more ownership
Funds ownership: 76.35% → 76.74% (+0.39%)
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 |
EP Wealth Advisors
Torrance,
California
|
+$14.2M |
| 4 |
Aptus Capital Advisors
Fairhope,
Alabama
|
+$6.79M |
| 5 |
Capital Investment Advisors
Atlanta,
Georgia
|
+$6.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$22.2M |
| 2 |
Benjamin Edwards Inc
Clayton,
Missouri
|
-$21.3M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$19.1M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
-$10.5M |
| 5 |
Confluence Investment Management
St. Louis,
Missouri
|
-$6.13M |
IBDV Hedge Fund Activity: Q2 2025 in Review
247 of the 7,623 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 132 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.
- 247 institutional investors held iShares iBonds Dec 2030 Term Corporate ETF (IBDV) as of Q2 2025, up from 220 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.