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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
ACA
1
Aptus Capital Advisors
Alabama
$124M +$13.6M +663,595 +12%
CIA
2
Capital Investment Advisors
Georgia
$58.7M +$5.64M +274,766 +11%
Bank of America
3
Bank of America
North Carolina
$56.1M +$5.46M +266,150 +11%
Morgan Stanley
4
Morgan Stanley
New York
$55.2M +$5.09M +247,843 +10%
VVP
5
Venture Visionary Partners
Ohio
$46.5M +$3.12M +152,184 +7%
SVWA
6
Sarver Vrooman Wealth Advisors
Missouri
$44.2M +$43.7M +2,128,732 New
Wells Fargo
7
Wells Fargo
California
$38.9M -$39.1M -1,907,386 -50%
Raymond James Financial
8
Raymond James Financial
Florida
$38.7M -$2.18M -106,137 -5%
SIC
9
Sigma Investment Counselors
Michigan
$32.7M +$1.87M +91,020 +6%
SL
10
Summitry LLC
California
$29.9M +$1.47M +71,619 +5%
ACM
11
Advisors Capital Management
New Jersey
$27.6M +$2.04M +99,645 +8%
Ameriprise
12
Ameriprise
Minnesota
$27.1M +$10.5M +511,890 +65%
UBS Group
13
UBS Group
Switzerland
$26.8M +$2.55M +124,105 +11%
KA
14
Klingman & Associates
New York
$26.6M +$5.29M +257,981 +25%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$21.9M +$2.06M +100,601 +11%
NA
16
NewEdge Advisors
Louisiana
$19.6M -$358K -17,461 -2%
FFG
17
Frisch Financial Group
New York
$16.4M +$16.3M +791,867 New
SVWAG
18
Sound View Wealth Advisors Group
Georgia
$16M +$1.53M +74,422 +11%
Lido Advisors
19
Lido Advisors
California
$14.7M -$3.57M -173,992 -20%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$14.6M +$1.89M +92,071 +15%
MCM
21
MV Capital Management
Maryland
$14.6M +$956K +46,576 +7%
US Bancorp
22
US Bancorp
Minnesota
$14.5M +$1.58M +76,847 +12%
AF
23
Arrow Financial
New York
$14.5M -$59.4K -2,893 -0.4%
EFP
24
Envision Financial Planning
Tennessee
$14.5M +$339K +16,503 +2%
BMM
25
Buffington Mohr McNeal
Idaho
$14M +$251K +12,230 +2%

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.