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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$14.2M |
| 2 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$7.93M |
| 3 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$6.26M |
| 4 |
Morgan Stanley
New York
|
+$5.97M |
| 5 |
AUB
Atlantic Union Bankshares
Glen Allen,
Virginia
|
+$5.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
-$12.6M |
| 2 |
CA
CGN Advisors
Manhattan,
Kansas
|
-$2.16M |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$1.48M |
| 4 |
MFWM
Motley Fool Wealth Management
Alexandria,
Virginia
|
-$1.28M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$940K |
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.