iShares iBonds Dec 2031 Term Corporate ETF
IBDW
233 hedge funds and large institutions have $1.46B invested in iShares iBonds Dec 2031 Term Corporate ETF in 2025 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 136 increasing their positions, 25 reducing their positions, and 9 closing their positions.
484% more capital inflows, than outflows
Capital inflows: $295M | Capital outflows: $50.5M
444% more repeat investments, than reductions
Existing positions increased: 136 | Existing positions reduced: 25
278% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 9
10% more funds holding
Funds holding: 212 → 233 (+21)
2.17% more ownership
Funds ownership: 77.24% → 79.41% (+2.2%)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
+$63M |
| 2 |
SF
Summit Financial
Parsippany,
New Jersey
|
+$36.6M |
| 3 |
Morgan Stanley
New York
|
+$22.9M |
| 4 |
VBFG
Vishria Bird Financial Group
Memphis,
Tennessee
|
+$19.2M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$17.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFG
Frisch Financial Group
Melville,
New York
|
-$19M |
| 2 |
PPWM
PFG Private Wealth Management
Lutz,
Florida
|
-$10.8M |
| 3 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
-$10.3M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$2.08M |
| 5 |
SFB
STAR Financial Bank
Fort Wayne,
Indiana
|
-$1.68M |
IBDW Hedge Fund Activity: Q3 2025 in Review
233 of the 7,647 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2031 Term Corporate ETF (IBDW) for Q3 2025, worth a combined $1.46B — up 20% from $1.22B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new IBDW positions and 9 closed out — a net gain of 25 holders — while 136 added to existing stakes and 25 trimmed.
The largest buyer was Capital Advisors Inc, opening a new position worth an estimated $63M. The largest seller was Frisch Financial Group, exiting entirely with an estimated $19M sold.
- 233 institutional investors held iShares iBonds Dec 2031 Term Corporate ETF (IBDW) as of Q3 2025, up from 212 in Q2 2025.
- Funds reported $1.46B of iShares iBonds Dec 2031 Term Corporate ETF stock for Q3 2025, up 20% quarter-over-quarter.
- 34 funds opened new iShares iBonds Dec 2031 Term Corporate ETF positions in Q3 2025 and 9 closed out, a net change of +25 holders.
- The largest iShares iBonds Dec 2031 Term Corporate ETF buyer in Q3 2025 was Capital Advisors Inc, an estimated $63M added.
- The largest iShares iBonds Dec 2031 Term Corporate ETF seller in Q3 2025 was Frisch Financial Group, an estimated $19M sold.
Based on aggregated 13F filings for Q3 2025.