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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
QFA
76
Quantum Financial Advisors
California
$1.93M +$134K +6,508 +8%
CL
77
COWA LLC
Oklahoma
$1.83M +$1.54M +75,257 +572%
DWM
78
Drive Wealth Management
Utah
$1.73M +$1.71M +83,217 New
SWM
79
Segment Wealth Management
Texas
$1.68M +$160K +7,820 +11%
Mariner
80
Mariner
Kansas
$1.68M +$61.7K +3,009 +4%
RW
81
REDW Wealth
New Mexico
$1.67M -$707K -34,441 -30%
SFB
82
STAR Financial Bank
Indiana
$1.63M +$741K +36,110 +85%
CP
83
Camelot Portfolios
Ohio
$1.62M +$826K +40,263 +107%
CCM
84
Coldstream Capital Management
Washington
$1.57M
UCFA
85
United Capital Financial Advisors
Texas
$1.51M +$52.6K +2,563 +4%
Creative Planning
86
Creative Planning
Kansas
$1.43M +$584K +28,470 +70%
PSIWM
87
Paradigm Strategies in Wealth Management
Minnesota
$1.42M +$75.8K +3,692 +6%
MSWM
88
McGlone Suttner Wealth Management
Wisconsin
$1.28M +$15.7K +765 +1%
BAM
89
Beaumont Asset Management
Texas
$1.19M +$1.17M +57,220 New
LHC
90
Little House Capital
Massachusetts
$1.13M +$32.7K +1,593 +3%
CCWA
91
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.12M +$110K +5,360 +11%
CTA
92
Chesley Taft & Associates
Illinois
$1.11M +$371K +18,100 +51%
NC
93
NovaPoint Capital
Georgia
$1.08M +$19.1K +933 +2%
CTWM
94
Cherry Tree Wealth Management
Minnesota
$960K +$97.7K +4,759 +11%
Wealth Enhancement Advisory Services
95
Wealth Enhancement Advisory Services
Minnesota
$946K -$174K -8,488 -16%
Stifel Financial
96
Stifel Financial
Missouri
$933K +$31.6K +1,542 +4%
ABC
97
Associated Banc-Corp
Wisconsin
$918K +$73.7K +3,589 +9%
OC
98
Oppenheimer & Co
New York
$888K +$49.7K +2,421 +6%
BFG
99
Beacon Financial Group
Texas
$863K +$97.8K +4,768 +13%
PIM
100
Penobscot Investment Management
Massachusetts
$859K +$103K +5,000 +14%

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.