Who Owns iShares iBonds Dec 2031 Term Corporate ETF (IBDW)?Hedge Fund & Institutional Holders

$20.88-0.03 (-0.12%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$9.2195015300098e+235T

% of Float Held

—

QoQ Change in Holders

+14 / -3

Price History

$20.10$20.41$20.73$21.04$21.35Sep 24Jun 25Mar 26

IBDW — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Capital Investment Advisors, LLCNew Position+3.6M+$77.1M
CAPITAL ADVISORS INC/OKNew Position+3.1M+$65.3M
Sarver Vrooman Wealth AdvisorsNew Position+2.3M+$49.0M
SIGMA INVESTMENT COUNSELORS INCNew Position+1.8M+$37.1M
Klingman & Associates, LLCNew Position+1.6M+$33.4M
MV CAPITAL MANAGEMENT, INC.New Position+1.5M+$32.5M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+853K+$18.0M
WOODMONT INVESTMENT COUNSEL LLCNew Position+814K+$17.2M
EP Wealth Advisors, LLCNew Position+746K+$15.0M
ARROW FINANCIAL CORPNew Position+704K+$14.9M
PFG Private Wealth Management, LLCNew Position+600K+$12.7M
Farmers National BankIncreased+724+$12.3M
Ironwood Financial, llcNew Position+545K+$11.5M
Probity Advisors, Inc.New Position+477K+$10.1M
Parkway Wealth Management Group, LLCNew Position+438K+$9.3M

IBDW — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Envision Financial Planning, LLCDecreased-234K-$17.9B
Motley Fool Wealth Management, LLCDecreased-65K-$11.6B
JPMORGAN CHASE & CODecreased-319K-$6.8B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-216K-$5.3B
Wilkins Miller Wealth Management, LLCDecreased-2K-$4.6B
CITADEL ADVISORS LLCDecreased-82K-$4.0B
Marathon Mission, Inc.Decreased-684-$2.7B
WRAPMANAGER INCDecreased-20K-$2.4B
Camelot Portfolios, LLCDecreased-10K-$1.5B
BEACON FINANCIAL GROUPClosed Position-63K-$1.3B
CLIFTONLARSONALLEN WEALTH ADVISORS, LLCDecreased-3K-$1.2B
Bank of New HampshireClosed Position-52K-$1.1B
Creative PlanningDecreased-361-$997.4M
CGN Advisors LLCDecreased-2K-$695.7M
JANE STREET GROUP, LLCClosed Position-25K-$523.2M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Farmers National Bank43,591$922.0M0.21%Share
2Aptus Capital Advisors, LLC7,260,585$153.0M1.10%Share
3MORGAN STANLEY4,676,639$98.0M0.01%Share
4Capital Investment Advisors, LLC3,647,613$77.1M1.18%Share
5CAPITAL ADVISORS INC/OK3,089,595$65.3M1.05%Share
6Venture Visionary Partners LLC2,640,751$56.0M1.83%Share
7Sarver Vrooman Wealth Advisors2,316,263$49.0M27.94%Share
8AMERIPRISE FINANCIAL INC2,214,943$46.0M0.01%Share
9BANK OF AMERICA CORP /DE/1,995,512$42.0M0.00%Share
10MERCER GLOBAL ADVISORS INC /ADV1,941,124$41.0M0.06%Share
11ROYAL BANK OF CANADA1,924,542$40.0M0.01%Share
12WELLS FARGO & COMPANY/MN1,859,221$39.0M0.01%Share
13Summit Financial, LLC1,826,496$38.0M0.56%Share
14SIGMA INVESTMENT COUNSELORS INC1,753,685$37.1M1.88%Share
15RAYMOND JAMES FINANCIAL INC1,738,171$36.0M0.01%Share
16UBS Group AG1,665,198$35.2M0.01%Share
17Advisors Capital Management, LLC1,664,118$35.2M0.41%Share
18Klingman & Associates, LLC1,580,348$33.4M1.61%Share
19SUMMITRY LLC1,549,157$32.8M1.37%Share
20BANK OF AMERICA CORP /DE/1,276,447$26.0M0.00%Share
21HighTower Advisors, LLC1,211,230$25.0M0.03%Share
22NewEdge Advisors, LLC1,195,846$25.0M0.09%Share
23Sound View Wealth Advisors Group, LLC1,119,214$23.7M1.59%Share
24BANK OF AMERICA CORP /DE/902,017$19.0M0.00%Share
25COMMONWEALTH EQUITY SERVICES, LLC853,136$18.0M0.02%Share
26WOODMONT INVESTMENT COUNSEL LLC813,979$17.2M1.08%Share
27US BANCORP \DE\794,602$16.8M0.02%Share
28MV CAPITAL MANAGEMENT, INC.781,212$16.5M1.59%Share
29RAYMOND JAMES FINANCIAL INC766,510$16.0M0.00%Share
30MV CAPITAL MANAGEMENT, INC.752,252$16.0M1.53%Share
31EP Wealth Advisors, LLC746,146$15.0M0.08%Share
32Lido Advisors, LLC712,060$15.0M0.04%Share
33ARROW FINANCIAL CORP686,818$14.5M1.45%Share
34MB, LEVIS & ASSOCIATES, LLC650,494$13.8M5.79%Share
35Rockefeller Capital Management L.P.621,344$13.0M0.02%Share
36Envision Financial Planning, LLC611,456$12.9M4.89%Share
37PFG Private Wealth Management, LLC599,772$12.7M5.55%Share
38LPL Financial LLC599,033$12.0M0.00%Share
39Ironwood Financial, llc545,326$11.5M1.96%Share
40Probity Advisors, Inc.476,552$10.1M1.61%Share
41Farmers National Bank474$10.0M0.00%Share
42Motley Fool Wealth Management, LLC482,724$10.0M0.78%Share
43Mariner, LLC515,183$10.0M0.01%Share
44Parkway Wealth Management Group, LLC437,705$9.3M1.24%Share
45Commonwealth Financial Services, LLC426,879$9.0M1.49%Share
46Janney Montgomery Scott LLC446,278$9.0M0.02%Share
47Guidance Point Advisors, LLC407,781$8.6M2.00%Share
48HOWLAND CAPITAL MANAGEMENT LLC403,267$8.5M0.32%Share
49TRUIST FINANCIAL CORP399,594$8.5M0.01%Share
50Atlantic Union Bankshares Corp387,461$8.2M0.15%Share

IBDW Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025253$2.6B+132
Q3 2025121$954.1B-73
Q2 2025194$1.0T+1
Q1 2025193$1.1T+47
Q4 2024146$109.0T+39
Q3 2024107$452.0T+8
Q2 202499$370.1T+12
Q1 202487$309.2T—

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As of Q4 2025, 50 institutional investors hold IBDW (iShares iBonds Dec 2031 Term Corporate ETF). The largest holder is Farmers National Bank with $922.0M in shares. This quarter, 14 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own IBDW?

As of Q4 2025, 50 institutional investors report holding IBDW (iShares iBonds Dec 2031 Term Corporate ETF) in their 13F filings.

Who is the largest institutional holder of IBDW?

The largest institutional holder of IBDW is Farmers National Bank with $922.0M in shares.

Is institutional ownership of IBDW increasing or decreasing?

This quarter, 14 institutions opened new positions in IBDW and 3 closed their positions.