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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
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$845K +$1.52K +74 +0.2%
FNB
102
Farmers National Bank
Kentucky
$831K +$47.5K +2,314 +6%
BONH
103
Bank of New Hampshire
New Hampshire
$825K +$55.9K +2,725 +7%
GCA
104
Gradient Capital Advisors
California
$817K +$38.4K +1,872 +5%
IA
105
IFP Advisors
Florida
$795K +$171K +8,343 +28%
MML Investors Services
106
MML Investors Services
Massachusetts
$790K +$27.6K +1,345 +4%
PAG
107
Private Advisor Group
New Jersey
$778K +$226 +11 +0%
MBT
108
Montecito Bank & Trust
California
$766K +$6.94K +338 +0.9%
Osaic Holdings
109
Osaic Holdings
Arizona
$747K -$878K -42,791 -54%
FBB
110
Fulton Breakefield Broenniman
Maryland
$695K +$284K +13,818 +70%
KHC
111
Koesten Hirschmann & Crabtree
Kansas
$665K +$4.31K +210 +0.7%
NGA
112
Naples Global Advisors
Florida
$658K +$72.1K +3,515 +12%
FCM
113
Fortis Capital Management
Washington
$630K -$772K -37,613 -55%
Comerica Bank
114
Comerica Bank
Texas
$619K +$6.69K +326 +1%
BAM
115
Belpointe Asset Management
Nevada
$618K +$611K +29,783 New
HF
116
HRT Financial
New York
$617K +$611K +29,782 New
SWP
117
Summit Wealth Partners
Florida
$615K
IWC
118
Integrated Wealth Concepts
Massachusetts
$594K +$30.1K +1,465 +5%
MA
119
MONECO Advisors
Connecticut
$575K +$99K +4,825 +21%
Jones Financial Companies
120
Jones Financial Companies
Missouri
$553K +$292K +14,215 +114%
CWM
121
Centricity Wealth Management
Ohio
$546K
SF
122
Safeguard Financial
Wisconsin
$543K +$64.2K +3,128 +14%
SWC
123
Spectrum Wealth Counsel
Indiana
$528K -$37.6K -1,832 -7%
SFO
124
Stokes Family Office
Louisiana
$513K
Cambridge Investment Research Advisors
125
Cambridge Investment Research Advisors
Iowa
$493K +$165K +8,042 +51%

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.