Who Owns iShares iBonds Dec 2030 Term Corporate ETF (IBDV)?Hedge Fund & Institutional Holders

$21.89+0.05 (+0.23%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+12 / -5

Price History

$21.11$21.40$21.69$21.97$22.26Aug 24Jun 25Mar 26

IBDV — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BANK OF AMERICA CORP /DE/Increased+2.6M+$177.9B
Capital Investment Advisors, LLCNew Position+3.9M+$86.4B
CAPITAL ADVISORS INC/OKNew Position+3.0M+$66.8B
MERCER GLOBAL ADVISORS INC /ADVIncreased+2.3M+$50.6B
HM PAYSON & CONew Position+1.7M+$36.5B
SIGMA INVESTMENT COUNSELORS INCNew Position+1.6M+$35.8B
Klingman & Associates, LLCNew Position+1.6M+$34.6B
Gratus Wealth Advisors, LLCNew Position+1.5M+$32.7B
Kathmere Capital Management, LLCNew Position+1.4M+$30.4B
RVW Wealth, LLCNew Position+1.1M+$24.6B
RAYMOND JAMES FINANCIAL INCIncreased+1.1M+$22.4B
WOODMONT INVESTMENT COUNSEL LLCNew Position+954K+$21.1B
HOWLAND CAPITAL MANAGEMENT LLCNew Position+807K+$17.8B
MV CAPITAL MANAGEMENT, INC.New Position+798K+$17.7B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+696K+$15.0B

IBDV — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
CITADEL ADVISORS LLCClosed Position-405K-$9.0B
JPMORGAN CHASE & CODecreased-303K-$6.7B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-268K-$5.9B
CLIFTONLARSONALLEN WEALTH ADVISORS, LLCDecreased-800-$1.8B
HANCOCK WHITNEY CORPDecreased-5K-$1.1B
JANE STREET GROUP, LLCClosed Position-49K-$1.1B
Bank of New HampshireClosed Position-45K-$996.0M
Provenance Wealth Advisors, LLCDecreased-13K-$291.2M
Wealthstar Advisors, LLCDecreased-9K-$213.5M
BROWN BROTHERS HARRIMAN & COClosed Position-7K-$163.1M
CGN Advisors LLCDecreased-3K-$60.2M
Bradley & Co. Private Wealth Management, LLCDecreased-1K-$30.0M
CARY STREET PARTNERS FINANCIAL LLCDecreased-675-$17.1M
STAR Financial BankDecreased-617-$16.9M
Kozak & Associates, Inc.Closed Position-617-$13.6M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MERCER GLOBAL ADVISORS INC /ADV6,189,596$136.0B207.31%Share
2Aptus Capital Advisors, LLC5,933,256$130.0B931.10%Share
3Capital Investment Advisors, LLC3,912,881$86.4B1315.36%Share
4BANK OF AMERICA CORP /DE/3,427,106$75.0B5.46%Share
5BANK OF AMERICA CORP /DE/3,285,638$72.0B5.24%Share
6CAPITAL ADVISORS INC/OK3,026,891$66.8B1075.69%Share
7RAYMOND JAMES FINANCIAL INC2,846,357$62.0B19.29%Share
8WELLS FARGO & COMPANY/MN2,475,765$54.0B9.83%Share
9ROYAL BANK OF CANADA2,243,421$49.0B7.97%Share
10UBS Group AG1,873,007$41.3B6.70%Share
11SIGMA INVESTMENT COUNSELORS INC1,624,318$35.8B1.82%Share
12Klingman & Associates, LLC1,569,753$34.6B1.67%Share
13Gratus Wealth Advisors, LLC1,482,987$32.7B4.54%Share
14Sound View Wealth Advisors Group, LLC1,478,715$32.6B2.19%Share
15HM PAYSON & CO1,423,234$31.4B442.97%Share
16BANK OF AMERICA CORP /DE/1,420,895$31.0B2.25%Share
17Kathmere Capital Management, LLC1,376,104$30.4B2.04%Share
18RVW Wealth, LLC1,113,152$24.6B1.88%Share
19US BANCORP \DE\1,067,801$23.6B27.61%Share
20WOODMONT INVESTMENT COUNSEL LLC953,887$21.1B1.32%Share
21STIFEL FINANCIAL CORP957,390$21.0B18.89%Share
22HOWLAND CAPITAL MANAGEMENT LLC807,024$17.8B0.68%Share
23MV CAPITAL MANAGEMENT, INC.798,071$17.7B1.70%Share
24COMMONWEALTH EQUITY SERVICES, LLC695,875$15.0B20.00%Share
25RAYMOND JAMES FINANCIAL INC682,869$15.0B4.67%Share
26ARROW FINANCIAL CORP653,234$14.4B1.44%Share
27Rockefeller Capital Management L.P.604,975$13.0B23.40%Share
28AMERIPRISE FINANCIAL INC596,591$13.0B2.94%Share
29PFG Private Wealth Management, LLC586,432$12.9B5.66%Share
30Venture Visionary Partners LLC568,050$12.0B0.39%Share
31WELLS FARGO & COMPANY/MN556,628$12.0B2.19%Share
32LYELL WEALTH MANAGEMENT, LP452,987$10.0B0.72%Share
33NOVEM GROUP426,949$9.4B1.08%Share
34MinichMacGregor Wealth Management, LLC426,638$9.4B1.71%Share
35CENTRAL TRUST Co422,960$9.3B182.85%Share
36Snowden Capital Advisors LLC437,990$9.0B0.23%Share
37FIRST NATIONAL TRUST CO450,474$9.0B0.30%Share
38EIGHT 31 FINANCIAL, LLC369,742$8.2B4.47%Share
39Parallel Advisors, LLC353,005$7.0B128.06%Share
40Glenview Trust Co317,429$7.0B108.01%Share
41ARCADIA INVESTMENT ADVISORS LLC293,682$6.5B3.02%Share
42Praetorian Wealth Management, Inc.277,002$6.1B1.21%Share
43DROMS STRAUSS ADVISORS INC /MO/ /ADV254,945$5.6B1.48%Share
44Wilkins Miller Wealth Management, LLC252,808$5.6B3.32%Share
45Signature Wealth Management Group248,375$5.5B2.23%Share
46Krilogy Financial LLC244,936$5.4B0.18%Share
474Thought Financial Group Inc.239,722$5.3B2.62%Share
48LBMC INVESTMENT ADVISORS, LLC239,343$5.3B0.33%Share
49HM PAYSON & CO229,679$5.1B71.49%Share
50Windsor Capital Management, LLC228,521$5.0B1.39%Share

IBDV Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025306$1.5T+170
Q3 2025136$789.1B-92
Q2 2025228$1.2T+11
Q1 2025217$1.2T+41
Q4 2024176$24.4T+46
Q3 2024130$26.0T+9
Q2 2024121$8.1T+18
Q1 2024103$349.4T—

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As of Q4 2025, 50 institutional investors hold IBDV (iShares iBonds Dec 2030 Term Corporate ETF). The largest holder is MERCER GLOBAL ADVISORS INC /ADV with $136.0B in shares. This quarter, 12 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own IBDV?

As of Q4 2025, 50 institutional investors report holding IBDV (iShares iBonds Dec 2030 Term Corporate ETF) in their 13F filings.

Who is the largest institutional holder of IBDV?

The largest institutional holder of IBDV is MERCER GLOBAL ADVISORS INC /ADV with $136.0B in shares.

Is institutional ownership of IBDV increasing or decreasing?

This quarter, 12 institutions opened new positions in IBDV and 5 closed their positions.