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iShares iBonds Dec 2031 Term Corporate ETF

288 hedge funds and large institutions have $1.84B invested in iShares iBonds Dec 2031 Term Corporate ETF in 2026 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 175 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 35

258% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 12

86% more funds holding in top 10

Funds holding in top 10: 713 (+6)

11% more funds holding

Funds holding: 259288 (+29)

8% more capital invested

Capital invested by funds: $1.71B → $1.84B (+$130M)

2.36% less ownership

Funds ownership: 81.9%79.54% (-2.4%)

Holders
288
Holders Change
+29
Holders Change %
+11.2%
% of All Funds
3.54%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.16%
New
43
Increased
175
Reduced
35
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$155M +$2.8M +132,719 +2%
Bank of America
2
Bank of America
North Carolina
$108M +$20.8M +984,361 +24%
Morgan Stanley
3
Morgan Stanley
New York
$106M +$8.07M +382,187 +8%
CIA
4
Capital Investment Advisors
Georgia
$80.4M +$4.1M +193,928 +5%
Raymond James Financial
5
Raymond James Financial
Florida
$74.6M +$21.7M +1,025,497 +40%
CAI
6
Capital Advisors Inc
Oklahoma
$69.4M +$4.8M +227,155 +7%
VVP
7
Venture Visionary Partners
Ohio
$59.7M +$4.49M +212,676 +8%
SVWA
8
Sarver Vrooman Wealth Advisors
Missouri
$45.9M +$183K +8,659 +0.4%
Wells Fargo
9
Wells Fargo
California
$43.5M -$4.3M -203,545 -9%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$43.1M +$2.31M +109,341 +6%
SF
11
Summit Financial
New Jersey
$39.8M +$1.56M +73,739 +4%
UBS Group
12
UBS Group
Switzerland
$39.7M +$4.85M +229,432 +14%
SIC
13
Sigma Investment Counselors
Michigan
$38M +$1.32M +62,327 +4%
HighTower Advisors
14
HighTower Advisors
Illinois
$37.1M +$11.9M +562,399 +46%
ACM
15
Advisors Capital Management
New Jersey
$36.6M +$1.8M +85,144 +5%
KA
16
Klingman & Associates
New York
$35.6M +$2.52M +119,450 +8%
Ameriprise
17
Ameriprise
Minnesota
$33.7M -$12.9M -610,628 -28%
SL
18
Summitry LLC
California
$33.6M +$1.17M +55,465 +4%
SVWAG
19
Sound View Wealth Advisors Group
Georgia
$24.8M +$1.34M +63,630 +6%
NA
20
NewEdge Advisors
Louisiana
$24.5M -$539K -25,509 -2%
WIC
21
Woodmont Investment Counsel
Tennessee
$19.6M +$2.58M +122,356 +15%
MCM
22
MV Capital Management
Maryland
$19.1M +$2.76M +130,911 +17%
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$19M -$21.8M -1,031,595 -53%
US Bancorp
24
US Bancorp
Minnesota
$18.7M +$897K +42,472 +5%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$16.1M -$1.76M -83,391 -10%

IBDW Hedge Fund Activity: Q1 2026 in Review

288 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2031 Term Corporate ETF (IBDW) for Q1 2026, worth a combined $1.84B — up 7.6% from $1.71B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new IBDW positions and 12 closed out — a net gain of 31 holders — while 175 added to existing stakes and 35 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $21.7M. The largest seller was Mercer Global Advisors, cutting an estimated $21.8M.

  • 288 institutional investors held iShares iBonds Dec 2031 Term Corporate ETF (IBDW) as of Q1 2026, up from 259 in Q4 2025.
  • Funds reported $1.84B of iShares iBonds Dec 2031 Term Corporate ETF stock for Q1 2026, up 7.6% quarter-over-quarter.
  • 43 funds opened new iShares iBonds Dec 2031 Term Corporate ETF positions in Q1 2026 and 12 closed out, a net change of +31 holders.
  • The largest iShares iBonds Dec 2031 Term Corporate ETF buyer in Q1 2026 was Raymond James Financial, an estimated $21.7M added.
  • The largest iShares iBonds Dec 2031 Term Corporate ETF seller in Q1 2026 was Mercer Global Advisors, an estimated $21.8M sold.

Based on aggregated 13F filings for Q1 2026.