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iShares iBonds Dec 2031 Term Corporate ETF

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: 411 (+7)

15% more capital invested

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

10% more funds holding

Funds holding: 178196 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
51
Moseley Investment Management
Florida
$4.35M +$698K +34,019 +19%
SWMG
52
Signature Wealth Management Group
Georgia
$4.28M +$277K +13,511 +7%
BEI
53
Benjamin Edwards Inc
Missouri
$4.26M +$193K +9,388 +5%
PWS
54
Peloton Wealth Strategists
Indiana
$4.14M +$602K +29,350 +17%
FNT
55
First National Trust
Pennsylvania
$3.67M +$973K +47,438 +37%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$3.53M +$558K +27,210 +19%
GT
57
Glenview Trust
Kentucky
$3.47M +$356K +17,372 +12%
IF
58
Ironwood Financial
Arizona
$3.42M +$659K +32,095 +24%
WI
59
WrapManager Inc
California
$3.41M +$85.7K +4,174 +3%
CA
60
CGN Advisors
Kansas
$3.35M +$123K +5,971 +4%
PWM
61
Praetorian Wealth Management
California
$3.09M +$2.28M +111,220 +297%
MA
62
MCF Advisors
Kentucky
$3M +$121K +5,893 +4%
Neuberger Berman Group
63
Neuberger Berman Group
New York
$2.93M
PWP
64
Precedent Wealth Partners
Texas
$2.76M -$290K -14,127 -10%
CA
65
Clearstead Advisors
Ohio
$2.75M +$269K +13,107 +11%
BPA
66
Beacon Pointe Advisors
California
$2.64M +$432K +21,042 +20%
MSRI
67
Michael S. Ryan Inc
New York
$2.61M +$87.2K +4,249 +3%
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$2.59M +$100K +4,895 +4%
SWP
69
Stratos Wealth Partners
Ohio
$2.42M +$47.4K +2,310 +2%
ACS
70
Archford Capital Strategies
Illinois
$2.32M -$14.7K -715 -0.6%
ATC
71
Adirondack Trust Company
New York
$2.31M +$215K +10,499 +10%
Mercer Global Advisors
72
Mercer Global Advisors
Colorado
$2.16M +$815K +39,730 +62%
SP
73
Stonebrook Private
Michigan
$2.14M +$129K +6,304 +7%
JP Morgan Chase
74
JP Morgan Chase
New York
$2.02M +$1.99M +97,190 New
Cetera Investment Advisers
75
Cetera Investment Advisers
Illinois
$1.96M +$501K +24,409 +35%

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.