iShares iBonds Dec 2030 Term Corporate ETF
IBDV
269 hedge funds and large institutions have $1.61B invested in iShares iBonds Dec 2030 Term Corporate ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 160 increasing their positions, 34 reducing their positions, and 9 closing their positions.
371% more repeat investments, than reductions
Existing positions increased: 160 | Existing positions reduced: 34
278% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 9
123% more capital inflows, than outflows
Capital inflows: $259M | Capital outflows: $116M
9% more funds holding
Funds holding: 247 → 269 (+22)
0.91% less ownership
Funds ownership: 76.74% → 75.82% (-0.91%)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SF
Summit Financial
Parsippany,
New Jersey
|
+$34.2M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$23.8M |
| 3 |
VBFG
Vishria Bird Financial Group
Memphis,
Tennessee
|
+$19.3M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$19.1M |
| 5 |
WIC
Woodmont Investment Counsel
Nashville,
Tennessee
|
+$16.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$50.4M |
| 2 |
MLA
MB, Levis & Associates
Center Valley,
Pennsylvania
|
-$13.3M |
| 3 |
VVP
Venture Visionary Partners
Sylvania,
Ohio
|
-$12.3M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$11.4M |
| 5 |
PPWM
PFG Private Wealth Management
Lutz,
Florida
|
-$10.8M |
IBDV Hedge Fund Activity: Q3 2025 in Review
269 of the 7,647 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2030 Term Corporate ETF (IBDV) for Q3 2025, worth a combined $1.61B — up 9.5% from $1.47B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new IBDV positions and 9 closed out — a net gain of 25 holders — while 160 added to existing stakes and 34 trimmed.
The largest buyer was Summit Financial, opening a new position worth an estimated $34.2M. The largest seller was Envestnet Asset Management, cutting an estimated $50.4M.
- 269 institutional investors held iShares iBonds Dec 2030 Term Corporate ETF (IBDV) as of Q3 2025, up from 247 in Q2 2025.
- Funds reported $1.61B of iShares iBonds Dec 2030 Term Corporate ETF stock for Q3 2025, up 9.5% quarter-over-quarter.
- 34 funds opened new iShares iBonds Dec 2030 Term Corporate ETF positions in Q3 2025 and 9 closed out, a net change of +25 holders.
- The largest iShares iBonds Dec 2030 Term Corporate ETF buyer in Q3 2025 was Summit Financial, an estimated $34.2M added.
- The largest iShares iBonds Dec 2030 Term Corporate ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $50.4M sold.
Based on aggregated 13F filings for Q3 2025.