iShares iBonds Dec 2031 Term Corporate ETF
IBDW
199 hedge funds and large institutions have $1.14B invested in iShares iBonds Dec 2031 Term Corporate ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 117 increasing their positions, 23 reducing their positions, and 9 closing their positions.
409% more repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 23
233% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 9
225% more capital inflows, than outflows
Capital inflows: $192M | Capital outflows: $59.2M
175% more funds holding in top 10
Funds holding in top 10: 4 → 11 (+7)
10% more funds holding
Funds holding: 181 → 199 (+18)
0.51% more ownership
Funds ownership: 77.61% → 78.11% (+0.51%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Frisch Financial Group
Melville,
New York
|
+$16.3M |
| 2 |
Aptus Capital Advisors
Fairhope,
Alabama
|
+$13.6M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$10.5M |
| 4 |
PFG Private Wealth Management
Lutz,
Florida
|
+$10.1M |
| 5 |
Commonwealth Financial Services
Vienna,
West Virginia
|
+$8.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$39.1M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$4.59M |
| 3 |
Lido Advisors
Los Angeles,
California
|
-$3.57M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
-$2.18M |
| 5 |
Keeler Thomas Management
Orem,
Utah
|
-$1.22M |
IBDW Hedge Fund Activity: Q1 2025 in Review
199 of the 7,487 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 $1.14B — up 15% from $985M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new IBDW positions and 9 closed out — a net gain of 21 holders — while 117 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.
- 199 institutional investors held iShares iBonds Dec 2031 Term Corporate ETF (IBDW) as of Q1 2025, up from 181 in Q4 2024.
- Funds reported $1.14B 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.