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iShares iBonds Dec 2032 Term Corporate ETF
IBDX

176 hedge funds and large institutions have $1.02B invested in iShares iBonds Dec 2032 Term Corporate ETF in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 98 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

390% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 20

314% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 7

16% more capital invested

Capital invested by funds: $875M → $1.02B (+$143M)

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

13% more funds holding

Funds holding: 156 → 176 (+20)

1.55% more ownership

Funds ownership: 78.3% → 79.85% (+1.5%)

Holders
176
Holders Change
+20
Holders Change %
+12.82%
% of All Funds
2.31%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
29
Increased
98
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SF
Summit Financial
New Jersey
+$36.6M
2
Ameriprise
Ameriprise
Minnesota
+$22.8M
3
SSWG
Seven Springs Wealth Group
Tennessee
+$22.2M
4
NA
NewEdge Advisors
Louisiana
+$17.9M
5
Morgan Stanley
Morgan Stanley
New York
+$15.7M

Top Sellers

Rank Fund Capital Flow
1
SL
Summitry LLC
California
-$26.6M
2
PPWM
PFG Private Wealth Management
Florida
-$11.3M
3
CIM
Confluence Investment Management
Missouri
-$10.2M
4
Bank of America
Bank of America
North Carolina
-$3.95M
5
FFG
Frisch Financial Group
New York
-$3.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
Raymond James Financial
26
Raymond James Financial
Florida
$8.58M +$1.29M +50,851 +18%
LPL Financial
27
LPL Financial
California
$8.38M +$1.64M +64,790 +25%
ACM
28
Advisors Capital Management
New Jersey
$7.9M +$267K +10,521 +4%
IF
29
Ironwood Financial
Arizona
$7.87M +$7.17M +282,707 +1,158%
GPA
30
Guidance Point Advisors
Massachusetts
$7.22M +$90K +3,546 +1%
SCA
31
Snowden Capital Advisors
New York
$7.03M +$6.96M +274,206 New
AUB
32
Atlantic Union Bankshares
Virginia
$5.92M +$279K +10,999 +5%
LWM
33
Lyell Wealth Management
California
$5.92M +$327K +12,900 +6%
Citadel Advisors
34
Citadel Advisors
Florida
$5.86M -$478K -18,826 -8%
PA
35
Parallel Advisors
California
$5.83M +$236K +9,299 +4%
HW
36
Hancock Whitney
Mississippi
$5.62M +$396K +15,617 +8%
KF
37
Krilogy Financial
Missouri
$5.43M +$531K +20,932 +11%
MSRI
38
Michael S. Ryan Inc
New York
$5.28M +$22.9K +903 +0.4%
4FG
39
4Thought Financial Group
New York
$5.05M +$126K +4,974 +3%
BEI
40
Benjamin Edwards Inc
Missouri
$4.83M +$207K +8,176 +5%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$4.77M -$988K -38,938 -17%
Lido Advisors
42
Lido Advisors
California
$4.28M +$163K +6,438 +4%
SWMG
43
Signature Wealth Management Group
Georgia
$4.26M +$261K +10,286 +7%
RWP
44
RWA Wealth Partners
Massachusetts
$4.06M +$100K +3,947 +3%
PA
45
Probity Advisors
Texas
$3.72M +$74.5K +2,935 +2%
Neuberger Berman Group
46
Neuberger Berman Group
New York
$3.65M +$405K +15,956 +13%
PSIWM
47
Paradigm Strategies in Wealth Management
Minnesota
$3.65M -$18.7K -735 -0.5%
EPW
48
Evergreen Private Wealth
Colorado
$3.32M -$26.3K -1,038 -0.8%
PWP
49
Precedent Wealth Partners
Texas
$3.28M +$33.2K +1,308 +1%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$2.86M +$212K +8,370 +8%
1
2
3 4 5

IBDX Hedge Fund Activity: Q3 2025 in Review

176 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2032 Term Corporate ETF (IBDX) for Q3 2025, worth a combined $1.02B — up 16% from $875M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IBDX positions and 7 closed out — a net gain of 22 holders — while 98 added to existing stakes and 20 trimmed.

The largest buyer was Summit Financial, opening a new position worth an estimated $36.6M. The largest seller was Summitry LLC, exiting entirely with an estimated $26.6M sold.

  • 176 institutional investors held iShares iBonds Dec 2032 Term Corporate ETF (IBDX) as of Q3 2025, up from 156 in Q2 2025.
  • Funds reported $1.02B of iShares iBonds Dec 2032 Term Corporate ETF stock for Q3 2025, up 16% quarter-over-quarter.
  • 29 funds opened new iShares iBonds Dec 2032 Term Corporate ETF positions in Q3 2025 and 7 closed out, a net change of +22 holders.
  • The largest iShares iBonds Dec 2032 Term Corporate ETF buyer in Q3 2025 was Summit Financial, an estimated $36.6M added.
  • The largest iShares iBonds Dec 2032 Term Corporate ETF seller in Q3 2025 was Summitry LLC, an estimated $26.6M sold.

Based on aggregated 13F filings for Q3 2025.