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

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$38.9M
2
Citadel Advisors
2
Citadel Advisors
Florida
$347K
3
Lido Advisors
3
Lido Advisors
California
$14.7M
4
Raymond James Financial
4
Raymond James Financial
Florida
$38.7M
5
KTM
5
Keeler Thomas Management
Utah
$4.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
151
MinichMacGregor Wealth Management
New York
$253K +$253K +12,206 New
KNW
152
Kesler Norman & Wride
Utah
$247K – – –
SC
153
Scotia Capital
Ontario, Canada
$247K – – –
RFN
154
Redwood Financial Network
Ohio
$243K +$32.4K +1,563 +15%
CBT
155
Crews Bank & Trust
Florida
$243K +$149K +7,200 +160%
GHA
156
Granite Harbor Advisors
Texas
$240K -$441K -21,238 -65%
MWM
157
Meridian Wealth Management
Kentucky
$237K +$237K +11,413 New
RPC
158
Rossmore Private Capital
Connecticut
$236K +$236K +11,367 New
RWM
159
Ritholtz Wealth Management
New York
$233K – – –
LWANC
160
Laurel Wealth Advisors (North Carolina)
North Carolina
$222K +$141K +6,800 +174%
MOS
161
MGO One Seven
Ohio
$221K +$221K +10,654 New
VA
162
Valmark Advisers
Ohio
$219K +$219K +10,573 New
HWM
163
HB Wealth Management
Georgia
$218K +$218K +10,517 New
SCP
164
Sivia Capital Partners
California
$214K +$214K +10,300 New
JBA
165
Johnson Bixby & Associates
Washington
$214K +$1.74K +84 +0.8%
GWA
166
Gratus Wealth Advisors
Virginia
$201K +$201K +9,708 New
ACM
167
Absolute Capital Management
Pennsylvania
$201K +$201K +9,673 New
AA
168
Addison Advisors
Vermont
$198K +$29.2K +1,405 +17%
PGAM
169
Princeton Global Asset Management
New Jersey
$151K +$13K +628 +9%
1L
170
10Elms LLP
Oklahoma
$147K +$106K +5,100 +255%
BCV
171
Banque Cantonale Vaudoise
Switzerland
$133K +$133K +6,413 New
HI
172
Harbour Investments
Wisconsin
$122K +$913 +44 +0.8%
BWL
173
Bogart Wealth LLC
Virginia
$109K – – –
TC
174
Trust Company
Kansas
$100K – – –
FFA
175
Farther Finance Advisors
California
$89.6K -$2.22K -107 -2%
5 6
7
8 9