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iShares iBonds Dec 2031 Term Corporate ETF
IBDW

Overview Fund Activity

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
Holders
196
Holders Change
+18
Holders Change %
+10.11%
% of All Funds
2.66%
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
–

Top Buyers

1
FFG
Frisch Financial Group
New York
$16.4M
2
ACA
Aptus Capital Advisors
Alabama
$124M
3
Ameriprise
Ameriprise
Minnesota
$27.1M
4
PPWM
PFG Private Wealth Management
Florida
$10.4M
5
CFS
Commonwealth Financial Services
West Virginia
$8.59M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$38.9M
2
Citadel Advisors
Citadel Advisors
Florida
$347K
3
Lido Advisors
Lido Advisors
California
$14.7M
4
Raymond James Financial
Raymond James Financial
Florida
$38.7M
5
KTM
Keeler Thomas Management
Utah
$4.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
YWM
126
Yoder Wealth Management
California
$490K – – –
JCM
127
Jacobi Capital Management
Pennsylvania
$476K +$60.8K +2,929 +15%
DWT
128
Dorsey & Whitney Trust
South Dakota
$457K – – –
GMFG
129
Greater Midwest Financial Group
Minnesota
$446K -$68.8K -3,315 -13%
SWA
130
Sax Wealth Advisors
New Jersey
$437K +$437K +21,042 New
RBC
131
Roble Belko & Company
Pennsylvania
$436K +$23.4K +1,127 +6%
MA
132
Mutual Advisors
Nebraska
$430K -$275K -13,286 -39%
LF
133
Lee Financial
Texas
$415K – – –
BCM
134
Brookstone Capital Management
Illinois
$402K -$159K -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 +$40.9K +1,973 +12%
AAS
138
Avantax Advisory Services
Texas
$369K +$62.3K +3,000 +20%
Citadel Advisors
139
Citadel Advisors
Florida
$347K -$4.64M -223,753 -93%
DWM
140
DecisionMap Wealth Management
Virginia
$345K +$103K +4,966 +43%
FIB
141
First Interstate Bank
Montana
$324K – – –
SG
142
StoneX Group
New York
$318K +$34.7K +1,670 +12%
PCM
143
Passive Capital Management
Maryland
$314K +$314K +15,128 New
LCC
144
Lincoln Capital Corp
Rhode Island
$309K +$44K +2,121 +17%
CSP
145
Cary Street Partners
Virginia
$297K +$18.2K +877 +7%
CTC
146
Central Trust Company
Missouri
$292K +$124K +5,964 +74%
RW
147
RVW Wealth
California
$284K – – –
TFS
148
Thoroughbred Financial Services
Tennessee
$280K +$44.4K +2,144 +19%
ASN
149
Advisory Services Network
Georgia
$278K +$278K +13,412 New
PWA
150
Provenance Wealth Advisors
Florida
$272K +$50.5K +2,433 +23%
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6
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