IBDW icon

iShares iBonds Dec 2031 Term Corporate ETF
IBDW

Overview Fund Activity

211 hedge funds and large institutions have $1.24B invested in iShares iBonds Dec 2031 Term Corporate ETF in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 107 increasing their positions, 43 reducing their positions, and 7 closing their positions.

Holders
211
Holders Change
+15
Holders Change %
+7.65%
% of All Funds
2.83%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.11%
New
30
Increased
107
Reduced
43
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWANC
1
Laurel Wealth Advisors (North Carolina)
North Carolina
$23.4M
2
EWA
2
EP Wealth Advisors
California
$14.5M
3
ACA
3
Aptus Capital Advisors
Alabama
$134M
4
CIA
4
Capital Investment Advisors
Georgia
$65.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$62M

Top Sellers

1
Raymond James Financial
1
Raymond James Financial
Florida
$26.5M
2
CA
2
CGN Advisors
Kansas
$1.2M
3
NA
3
NewEdge Advisors
Louisiana
$18.4M
4
MFWM
4
Motley Fool Wealth Management
Virginia
$12.3M
5
UBS Group
5
UBS Group
Switzerland
$26.3M
Name Market Value Shares Shares
Change 		Shares
Change %
AF
26
Arrow Financial
New York
$14.6M 693,211 -6,305 -0.9%
EWA
27
EP Wealth Advisors
California
$14.5M 688,345 +688,345 New
MLA
28
MB, Levis & Associates
Pennsylvania
$13.4M 638,727 +10,028 +2%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$13M 617,037 -16,924 -3%
MFWM
30
Motley Fool Wealth Management
Virginia
$12.3M 584,669 -61,951 -10%
PPWM
31
PFG Private Wealth Management
Florida
$10.8M 515,066 +12,254 +2%
CIM
32
Confluence Investment Management
Missouri
$10.3M 487,502 -3,075 -0.6%
LPL Financial
33
LPL Financial
California
$9.14M 434,488 +58,237 +15%
CFS
34
Commonwealth Financial Services
West Virginia
$8.52M 405,181 -8,941 -2%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$8.13M 386,395 +19,817 +5%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$7.85M 373,120 +9,521 +3%
PA
37
Probity Advisors
Texas
$7.78M 369,980 +76,813 +26%
SCA
38
Snowden Capital Advisors
New York
$7.47M 354,958 +684 +0.2%
GPA
39
Guidance Point Advisors
Massachusetts
$6.99M 332,049 +2,480 +0.8%
HCM
40
Howland Capital Management
Massachusetts
$6.38M 303,344 +61,444 +25%
Citadel Advisors
41
Citadel Advisors
Florida
$6.03M 286,371 +269,641 +1,612%
AUB
42
Atlantic Union Bankshares
Virginia
$5.91M 281,089 +281,089 New
KAS
43
Kestra Advisory Services
Texas
$5.59M 265,480 +33,396 +14%
SCM
44
Seascape Capital Management
New Hampshire
$5.57M 264,599 +25,210 +11%
PA
45
Parallel Advisors
California
$5.37M 255,333 +18,311 +8%
HW
46
Hancock Whitney
Mississippi
$5.37M 255,257 +255,257 New
LWM
47
Lyell Wealth Management
California
$5.32M 253,000 +9,025 +4%
MIM
48
Moseley Investment Management
Florida
$5.17M 245,655 +36,169 +17%
CVM
49
Cheviot Value Management
California
$5.11M 243,484 +11,513 +5%
4FG
50
4Thought Financial Group
New York
$4.91M 233,230 -16,785 -7%
1
2
3 4 5