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iShares iBonds Dec 2031 Term Corporate ETF
IBDW

196 hedge funds and large institutions have $1.13B invested in iShares iBonds Dec 2031 Term Corporate ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 114 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

396% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 23

233% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 9

175% more funds holding in top 10

Funds holding in top 10: 4 → 11 (+7)

15% more capital invested

Capital invested by funds: $984M → $1.13B (+$149M)

10% more funds holding

Funds holding: 178 → 196 (+18)

0.49% more ownership

Funds ownership: 77.48% → 77.97% (+0.49%)

Holders
196
Holders Change
+18
Holders Change %
+10.11%
% of All Funds
2.63%
Holding in Top 10
11
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+175%
% of All Funds
0.15%
New
30
Increased
114
Reduced
23
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FFG
Frisch Financial Group
New York
+$16.3M
2
ACA
Aptus Capital Advisors
Alabama
+$13.6M
3
Ameriprise
Ameriprise
Minnesota
+$10.5M
4
PPWM
PFG Private Wealth Management
Florida
+$10.1M
5
CFS
Commonwealth Financial Services
West Virginia
+$8.5M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$39.1M
2
Citadel Advisors
Citadel Advisors
Florida
-$4.59M
3
Lido Advisors
Lido Advisors
California
-$3.57M
4
Raymond James Financial
Raymond James Financial
Florida
-$2.18M
5
KTM
Keeler Thomas Management
Utah
-$1.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$13.6M +$1.91M +93,215 +17%
MFWM
27
Motley Fool Wealth Management
Virginia
$13.4M -$673K -32,803 -5%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$13.2M +$652K +31,777 +5%
MLA
29
MB, Levis & Associates
Pennsylvania
$13M +$72.2K +3,518 +0.6%
PPWM
30
PFG Private Wealth Management
Florida
$10.4M +$10.1M +494,495 +5,946%
CIM
31
Confluence Investment Management
Missouri
$10.2M -$124K -6,037 -1%
CFS
32
Commonwealth Financial Services
West Virginia
$8.59M +$8.5M +414,122 New
LPL Financial
33
LPL Financial
California
$7.81M +$1.94M +94,706 +34%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$7.61M +$246K +11,985 +3%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$7.54M +$693K +33,751 +10%
SCA
36
Snowden Capital Advisors
New York
$7.35M +$653K +31,832 +10%
GPA
37
Guidance Point Advisors
Massachusetts
$6.84M +$62.9K +3,066 +0.9%
PA
38
Probity Advisors
Texas
$6.08M +$2.31M +112,324 +62%
SSB
39
Sandy Spring Bank
Maryland
$5.64M +$358K +17,469 +7%
4FG
40
4Thought Financial Group
New York
$5.19M +$562K +27,408 +12%
LWM
41
Lyell Wealth Management
California
$5.06M +$144K +7,000 +3%
ST
42
Sabal Trust
Florida
$5.02M +$466K +22,730 +10%
HCM
43
Howland Capital Management
Massachusetts
$5.02M +$1.56M +76,008 +46%
SCM
44
Seascape Capital Management
New Hampshire
$4.97M +$838K +40,849 +21%
PA
45
Parallel Advisors
California
$4.92M -$358K -17,446 -7%
KAS
46
Kestra Advisory Services
Texas
$4.82M +$66.8K +3,253 +1%
CVM
47
Cheviot Value Management
California
$4.78M +$4.76M +231,971 New
KTM
48
Keeler Thomas Management
Utah
$4.69M -$1.22M -59,231 -21%
KF
49
Krilogy Financial
Missouri
$4.68M +$128K +6,223 +3%
WMWM
50
Wilkins Miller Wealth Management
Alabama
$4.57M +$3.95M +192,667 +697%
1
2
3 4 5

IBDW Hedge Fund Activity: Q1 2025 in Review

196 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2031 Term Corporate ETF (IBDW) for Q1 2025, worth a combined $1.13B — up 15% from $984M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IBDW positions and 9 closed out — a net gain of 21 holders — while 114 added to existing stakes and 23 trimmed.

The largest buyer was Frisch Financial Group, opening a new position worth an estimated $16.3M. The largest seller was Wells Fargo, cutting an estimated $39.1M.

  • 196 institutional investors held iShares iBonds Dec 2031 Term Corporate ETF (IBDW) as of Q1 2025, up from 178 in Q4 2024.
  • Funds reported $1.13B of iShares iBonds Dec 2031 Term Corporate ETF stock for Q1 2025, up 15% quarter-over-quarter.
  • 30 funds opened new iShares iBonds Dec 2031 Term Corporate ETF positions in Q1 2025 and 9 closed out, a net change of +21 holders.
  • The largest iShares iBonds Dec 2031 Term Corporate ETF buyer in Q1 2025 was Frisch Financial Group, an estimated $16.3M added.
  • The largest iShares iBonds Dec 2031 Term Corporate ETF seller in Q1 2025 was Wells Fargo, an estimated $39.1M sold.

Based on aggregated 13F filings for Q1 2025.