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iShares iBonds Dec 2031 Term Corporate ETF
IBDW

211 hedge funds and large institutions have $1.22B 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.

New
Increased
Maintained
Reduced
Closed

329% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 7

149% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 43

8% more funds holding

Funds holding: 196 → 211 (+15)

7% more capital invested

Capital invested by funds: $1.13B → $1.22B (+$83.2M)

0.77% less ownership

Funds ownership: 77.97% → 77.2% (-0.77%)

27% less funds holding in top 10

Funds holding in top 10: 11 → 8 (-3)

Holders
211
Holders Change
+15
Holders Change %
+7.65%
% of All Funds
2.78%
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

Rank Fund Capital Flow
1
EWA
EP Wealth Advisors
California
+$14.2M
2
ACA
Aptus Capital Advisors
Alabama
+$7.93M
3
CIA
Capital Investment Advisors
Georgia
+$6.26M
4
Morgan Stanley
Morgan Stanley
New York
+$5.97M
5
AUB
Atlantic Union Bankshares
Virginia
+$5.81M

Top Sellers

Rank Fund Capital Flow
1
Raymond James Financial
Raymond James Financial
Florida
-$12.6M
2
CA
CGN Advisors
Kansas
-$2.16M
3
NA
NewEdge Advisors
Louisiana
-$1.48M
4
MFWM
Motley Fool Wealth Management
Virginia
-$1.28M
5
UBS Group
UBS Group
Switzerland
-$940K
Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
26
EP Wealth Advisors
California
$14.5M +$14.2M +688,345 New
MLA
27
MB, Levis & Associates
Pennsylvania
$13.4M +$207K +10,028 +2%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$13M -$350K -16,924 -3%
MFWM
29
Motley Fool Wealth Management
Virginia
$12.3M -$1.28M -61,951 -10%
PPWM
30
PFG Private Wealth Management
Florida
$10.8M +$253K +12,254 +2%
CIM
31
Confluence Investment Management
Missouri
$10.3M -$63.5K -3,075 -0.6%
LPL Financial
32
LPL Financial
California
$9.14M +$1.2M +58,237 +15%
CFS
33
Commonwealth Financial Services
West Virginia
$8.52M -$185K -8,941 -2%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$8.13M +$409K +19,817 +5%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$7.85M +$197K +9,521 +3%
PA
36
Probity Advisors
Texas
$7.78M +$1.59M +76,813 +26%
SCA
37
Snowden Capital Advisors
New York
$7.47M +$14.1K +684 +0.2%
GPA
38
Guidance Point Advisors
Massachusetts
$6.99M +$51.2K +2,480 +0.8%
HCM
39
Howland Capital Management
Massachusetts
$6.38M +$1.27M +61,444 +25%
Citadel Advisors
40
Citadel Advisors
Florida
$6.03M +$5.57M +269,641 +1,612%
AUB
41
Atlantic Union Bankshares
Virginia
$5.91M +$5.81M +281,089 New
KAS
42
Kestra Advisory Services
Texas
$5.59M +$690K +33,396 +14%
SCM
43
Seascape Capital Management
New Hampshire
$5.57M +$521K +25,210 +11%
PA
44
Parallel Advisors
California
$5.37M +$378K +18,311 +8%
HW
45
Hancock Whitney
Mississippi
$5.37M +$5.27M +255,257 New
LWM
46
Lyell Wealth Management
California
$5.32M +$186K +9,025 +4%
MIM
47
Moseley Investment Management
Florida
$5.17M +$747K +36,169 +17%
CVM
48
Cheviot Value Management
California
$5.11M +$238K +11,513 +5%
4FG
49
4Thought Financial Group
New York
$4.91M -$347K -16,785 -7%
KF
50
Krilogy Financial
Missouri
$4.84M +$90.7K +4,392 +2%
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IBDW Hedge Fund Activity: Q2 2025 in Review

211 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2031 Term Corporate ETF (IBDW) for Q2 2025, worth a combined $1.22B — up 7.3% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IBDW positions and 7 closed out — a net gain of 23 holders — while 107 added to existing stakes and 43 trimmed.

The largest buyer was EP Wealth Advisors, opening a new position worth an estimated $14.2M. The largest seller was Raymond James Financial, cutting an estimated $12.6M.

  • 211 institutional investors held iShares iBonds Dec 2031 Term Corporate ETF (IBDW) as of Q2 2025, up from 196 in Q1 2025.
  • Funds reported $1.22B of iShares iBonds Dec 2031 Term Corporate ETF stock for Q2 2025, up 7.3% quarter-over-quarter.
  • 30 funds opened new iShares iBonds Dec 2031 Term Corporate ETF positions in Q2 2025 and 7 closed out, a net change of +23 holders.
  • The largest iShares iBonds Dec 2031 Term Corporate ETF buyer in Q2 2025 was EP Wealth Advisors, an estimated $14.2M added.
  • The largest iShares iBonds Dec 2031 Term Corporate ETF seller in Q2 2025 was Raymond James Financial, an estimated $12.6M sold.

Based on aggregated 13F filings for Q2 2025.