We are live on ! Find out more
IBDW icon

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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
211
Holders Change
+15
Holders Change %
+7.65%
% of All Funds
2.78%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.11%
New
30
Increased
107
Reduced
43
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EWA
EP Wealth Advisors
California
+$14.2M
2
ACA
Aptus Capital Advisors
Alabama
+$7.93M
3
CIA
Capital Investment Advisors
Georgia
+$6.26M
4
Morgan Stanley
Morgan Stanley
New York
+$5.97M
5
AUB
Atlantic Union Bankshares
Virginia
+$5.81M

Top Sellers

Rank Fund Capital Flow
1
Raymond James Financial
Raymond James Financial
Florida
-$12.6M
2
CA
CGN Advisors
Kansas
-$2.16M
3
NA
NewEdge Advisors
Louisiana
-$1.48M
4
MFWM
Motley Fool Wealth Management
Virginia
-$1.28M
5
UBS Group
UBS Group
Switzerland
-$940K
Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
176
Reliant Wealth Planning
Kentucky
$234K +$230K +11,138 New
LIM
177
Leavell Investment Management
Alabama
$228K +$224K +10,860 New
NL
178
NWAM LLC
Washington
$227K +$224K +10,860 New
Truist Financial
179
Truist Financial
North Carolina
$221K +$217K +10,527 New
PGAM
180
Princeton Global Asset Management
New Jersey
$221K +$66.5K +3,221 +44%
JBA
181
Johnson Bixby & Associates
Washington
$219K +$2.64K +128 +1%
BBHC
182
Brown Brothers Harriman & Co
New York
$217K +$213K +10,300 New
SC
183
Scotia Capital
Ontario, Canada
$210K -$39.2K -1,900 -16%
AI
184
Atria Investments
North Carolina
$209K +$205K +9,932 New
AWP
185
Accretive Wealth Partners
New Jersey
$203K +$199K +9,633 New
4WM
186
4J Wealth Management
Virginia
$201K +$197K +9,560 New
TC
187
Trust Company
Kansas
$142K +$39.8K +1,929 +40%
BCV
188
Banque Cantonale Vaudoise
Switzerland
$135K – – –
HI
189
Harbour Investments
Wisconsin
$125K +$1.34K +65 +1%
BWL
190
Bogart Wealth LLC
Virginia
$110K – – –
SPIA
191
Steward Partners Investment Advisory
New York
$107K +$88.3K +4,277 +543%
FFA
192
Farther Finance Advisors
California
$85.3K -$5.58K -270 -6%
BCM
193
Boreal Capital Management
Florida
$84.2K – – –
FHA
194
First Horizon Advisors
Tennessee
$82.4K – – –
HIA
195
Harbor Investment Advisory
Maryland
$52.6K – – –
LFG
196
Larson Financial Group
Missouri
$45.5K -$25.3K -1,223 -36%
AF
197
Allworth Financial
California
$43.2K +$12.9K +627 +44%
UCB
198
United Community Bank
South Carolina
$39.7K +$19K +920 +95%
OSAM
199
O'Shaughnessy Asset Management
Connecticut
$28.8K +$28.2K +1,367 New
CAL
200
Capital Analysts LLC
Pennsylvania
$28K – – –
5 6 7
8
9

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.