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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
YWM
126
Yoder Wealth Management
California
$490K
JCM
127
Jacobi Capital Management
Pennsylvania
$476K +$60.1K +2,929 +15%
DWT
128
Dorsey & Whitney Trust
South Dakota
$457K
GMFG
129
Greater Midwest Financial Group
Minnesota
$446K -$68K -3,315 -13%
SWA
130
Sax Wealth Advisors
New Jersey
$437K +$432K +21,042 New
RBC
131
Roble Belko & Company
Pennsylvania
$436K +$23.1K +1,127 +6%
MA
132
Mutual Advisors
Nebraska
$430K -$273K -13,286 -39%
LF
133
Lee Financial
Texas
$415K
BCM
134
Brookstone Capital Management
Illinois
$402K -$157K -7,657 -28%
MW
135
Members Wealth
Pennsylvania
$379K
EWS
136
Evergreen Wealth Solutions
Pennsylvania
$373K
NDSI
137
Newman Dignan & Sheerar Inc
Rhode Island
$373K +$40.5K +1,973 +12%
AAS
138
Avantax Advisory Services
Texas
$369K +$61.6K +3,000 +20%
Citadel Advisors
139
Citadel Advisors
Florida
$347K -$4.59M -223,753 -93%
DWM
140
DecisionMap Wealth Management
Virginia
$345K +$102K +4,966 +43%
FIB
141
First Interstate Bank
Montana
$324K
SG
142
StoneX Group
New York
$318K +$34.3K +1,670 +12%
PCM
143
Passive Capital Management
Maryland
$314K +$310K +15,128 New
LCC
144
Lincoln Capital Corp
Rhode Island
$309K +$43.5K +2,121 +17%
CSP
145
Cary Street Partners
Virginia
$297K +$18K +877 +7%
CTC
146
Central Trust Company
Missouri
$292K +$122K +5,964 +74%
RW
147
RVW Wealth
California
$284K
TFS
148
Thoroughbred Financial Services
Tennessee
$280K +$44K +2,144 +19%
ASN
149
Advisory Services Network
Georgia
$278K +$275K +13,412 New
PWA
150
Provenance Wealth Advisors
Florida
$272K +$49.9K +2,433 +23%

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.