iShares iBonds Dec 2030 Term Corporate ETF
IBDV
336 hedge funds and large institutions have $2.33B invested in iShares iBonds Dec 2030 Term Corporate ETF in 2026 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 214 increasing their positions, 45 reducing their positions, and 15 closing their positions.
376% more repeat investments, than reductions
Existing positions increased: 214 | Existing positions reduced: 45
173% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 15
10% more capital invested
Capital invested by funds: $2.12B → $2.33B (+$213M)
7% more funds holding
Funds holding: 315 → 336 (+21)
1.17% less ownership
Funds ownership: 78.88% → 77.71% (-1.2%)
8% less funds holding in top 10
Funds holding in top 10: 13 → 12 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lido Advisors
Los Angeles,
California
|
+$37.4M |
| 2 |
Morgan Stanley
New York
|
+$25.7M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$20.5M |
| 4 |
HPC
HM Payson & Co
Portland,
Maine
|
+$17.7M |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
+$16.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
-$24.5M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
-$18M |
| 3 |
NG
Novem Group
Rochester,
New York
|
-$8.62M |
| 4 |
NA
Nestegg Advisors
Hauppauge,
New York
|
-$3.14M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$2.28M |
IBDV Hedge Fund Activity: Q1 2026 in Review
336 of the 8,208 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2030 Term Corporate ETF (IBDV) for Q1 2026, worth a combined $2.33B — up 10% from $2.12B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new IBDV positions and 15 closed out — a net gain of 26 holders — while 214 added to existing stakes and 45 trimmed.
The largest buyer was Lido Advisors, adding an estimated $37.4M. The largest seller was Apollon Wealth Management, cutting an estimated $24.5M.
- 336 institutional investors held iShares iBonds Dec 2030 Term Corporate ETF (IBDV) as of Q1 2026, up from 315 in Q4 2025.
- Funds reported $2.33B of iShares iBonds Dec 2030 Term Corporate ETF stock for Q1 2026, up 10% quarter-over-quarter.
- 41 funds opened new iShares iBonds Dec 2030 Term Corporate ETF positions in Q1 2026 and 15 closed out, a net change of +26 holders.
- The largest iShares iBonds Dec 2030 Term Corporate ETF buyer in Q1 2026 was Lido Advisors, an estimated $37.4M added.
- The largest iShares iBonds Dec 2030 Term Corporate ETF seller in Q1 2026 was Apollon Wealth Management, an estimated $24.5M sold.
Based on aggregated 13F filings for Q1 2026.