Who Owns IBDW?
iShares iBonds Dec 2031 Term Corporate ETF — Institutional Ownership & 13F Holdings
$21.02
+0.03 (+0.12%)
Market Cap
$2.3B
Shares Outstanding
109,902,251
Institutional Holders
193
Total Inst. Value
$878.0M
% of Float Held
—
QoQ Holder Change
+106
Institutional data as of Q1 2025
New Positions
57
Closed Positions
10
Increased
87
Decreased
22
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Capital Investment Advisors, LLC | $58.7M | 2,829,379 |
| 2 | BANK OF AMERICA CORP /DE/ | $56.1M | 2,701,846 |
| 3 | MORGAN STANLEY | $55.2M | 2,658,519 |
| 4 | Venture Visionary Partners LLC | $46.5M | 2,238,947 |
| 5 | WELLS FARGO & COMPANY/MN | $38.9M | 1,875,376 |
| 6 | RAYMOND JAMES FINANCIAL INC | $38.7M | 1,866,893 |
| 7 | SIGMA INVESTMENT COUNSELORS INC | $32.7M | 1,574,129 |
| 8 | SUMMITRY LLC | $29.9M | 1,441,348 |
| 9 | Advisors Capital Management, LLC | $27.6M | 1,328,604 |
| 10 | AMERIPRISE FINANCIAL INC | $27.1M | 1,304,453 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Capital Investment Advisors, LLC | +275K | $58.7M |
| BANK OF AMERICA CORP /DE/ | +266K | $56.1M |
| MORGAN STANLEY | +248K | $55.2M |
| SIGMA INVESTMENT COUNSELORS INC | +91K | $32.7M |
| SUMMITRY LLC | +72K | $29.9M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Venture Visionary Partners LLC | -1.9M | $46.5M |
| WELLS FARGO & COMPANY/MN | -1.9M | $38.9M |
| CITADEL ADVISORS LLC | -224K | $347K |
| Lido Advisors, LLC | -174K | $15K |
| RAYMOND JAMES FINANCIAL INC | -106K | $38.7M |
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Frequently Asked Questions
How many institutional investors hold IBDW?
As of Q1 2025, 193 institutional investors report holding IBDW (iShares iBonds Dec 2031 Term Corporate ETF) in their 13F filings.
Which hedge fund owns the most IBDW?
The largest institutional holder of IBDW is Capital Investment Advisors, LLC with $58.7M in shares.
Are institutions buying or selling IBDW?
This quarter, 57 institutions opened new positions in IBDW and 10 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.