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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
FHA
176
First Horizon Advisors
Tennessee
$81.3K +$80.4K +3,918 New
LFG
177
Larson Financial Group
Missouri
$70.2K +$69.5K +3,385 New
HIA
178
Harbor Investment Advisory
Maryland
$51.9K
AF
179
Allworth Financial
California
$29.4K
BCPWM
180
Bradley & Co Private Wealth Management
Florida
$27.2K
CAL
181
Capital Analysts LLC
Pennsylvania
$27K
PTC
182
Private Trust Company
Ohio
$26.8K
PFM
183
Phillips Financial Management
Indiana
$26.4K
PS
184
Principal Securities
Iowa
$25.8K
AssetMark Inc
185
AssetMark Inc
California
$25.6K +$25.3K +1,233 New
AA
186
Ancora Advisors
Ohio
$24.8K
HWM
187
Hemington Wealth Management
Virginia
$22K
BAM
188
Byrne Asset Management
New Jersey
$21.1K +$20.8K +1,015 New
UCB
189
United Community Bank
South Carolina
$20K +$19.8K +965 New
RF
190
Rossby Financial
Florida
$19K +$18.9K +919 New
SPIA
191
Steward Partners Investment Advisory
New York
$16.4K -$9.44K -460 -37%
NWMP
192
Noble Wealth Management PBC
Colorado
$9.34K
Bank of Montreal
193
Bank of Montreal
Ontario, Canada
$8.3K +$8.21K +400 New
BOJHT
194
Bank of Jackson Hole Trust
Wyoming
$5.66K +$5.58K +272 New
CFD
195
Creative Financial Designs
Indiana
$5.17K
BlackRock
196
BlackRock
New York
$1.27K
JWCA
197
J.W. Cole Advisors
Florida
-$1.17M -57,554 Closed
FTUS
198
Flow Traders U.S.
New York
-$899K -44,155 Closed
MFG
199
Mendota Financial Group
Wisconsin
-$786K -38,621 Closed
EW
200
Element Wealth
Mississippi
-$99.7K -4,897 Closed

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.