iShares iBonds Dec 2031 Term Corporate ETF
IBDW
212 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, 108 increasing their positions, 43 reducing their positions, and 7 closing their positions.
380% more capital inflows, than outflows
Capital inflows: $117M | Capital outflows: $24.4M
329% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 7
151% more repeat investments, than reductions
Existing positions increased: 108 | Existing positions reduced: 43
8% more funds holding
Funds holding: 197 → 212 (+15)
0.77% less ownership
Funds ownership: 78.01% → 77.24% (-0.77%)
27% less funds holding in top 10
Funds holding in top 10: 11 → 8 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EP Wealth Advisors
Torrance,
California
|
+$14.2M |
| 2 |
Aptus Capital Advisors
Fairhope,
Alabama
|
+$7.93M |
| 3 |
Capital Investment Advisors
Atlanta,
Georgia
|
+$6.26M |
| 4 |
Morgan Stanley
New York
|
+$5.97M |
| 5 |
Atlantic Union Bankshares
Glen Allen,
Virginia
|
+$5.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
-$12.6M |
| 2 |
CGN Advisors
Manhattan,
Kansas
|
-$2.16M |
| 3 |
NewEdge Advisors
New Orleans,
Louisiana
|
-$1.48M |
| 4 |
Motley Fool Wealth Management
Alexandria,
Virginia
|
-$1.28M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$940K |
IBDW Hedge Fund Activity: Q2 2025 in Review
212 of the 7,621 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 108 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.
- 212 institutional investors held iShares iBonds Dec 2031 Term Corporate ETF (IBDW) as of Q2 2025, up from 197 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.