iShares iBonds Dec 2031 Term Corporate

IBDW • ARCA

iShares iBonds Dec 2031 Term Corporate is an exchange-traded fund on ARCA. As of Q3 2025, 229 institutional investors hold shares in this ETF, with total holdings valued at $1.4B. Aptus Capital Advisors, LLC is the largest holder with a position valued at $146.1M.

Overview

Overview of institutional ownership in IBDW as of Q3 2025

All Institutions

Institutions: 229
Value Held: $1.4B
Shares Held: 67.9M
Avg Position: $6.3M
Median Position: $822.9K

Hedge Funds

Hedge Funds: 2
Value Held: $4.4M
Shares Held: 207.6K
Avg Position: $2.2M
Median Position: $2.2M

Biggest Investors

Institutions with the largest positions in IBDW as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
Aptus Capital Advisors, LLC ETF Provider	Brett Mathew Wickmann CCO	$146.1M 1.35% of portfolio	6.9M shares	Q4 2022 Held for 2y 11m	$10.8B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$85.6M 0.01% of portfolio	4.0M shares	Q4 2022 Held for 2y 11m	$1.65T
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$77.3M 0.01% of portfolio	3.6M shares	Q4 2021 Held for 3y 11m	$1.33T
Capital Investment Advisors, LLC RIA/Wealth	Connor Douglas Miller CIO	$72.3M 1.19% of portfolio	3.4M shares	Q1 2022 Held for 3y 8m	$6.1B
C CAPITAL ADVISORS INC/OK Institution	-	$63.5M 1.06% of portfolio	3.0M shares	Q3 2025 Held for 2 months	$6.0B
Venture Visionary Partners LLC RIA/Wealth	Craig Douglas Findley CEO	$52.3M 1.82% of portfolio	2.5M shares	Q4 2022 Held for 2y 11m	$2.9B
Sarver Vrooman Wealth Advisors RIA/Wealth	Peter Vrooman Managing Partner	$46.3M 29.73% of portfolio	2.2M shares	Q1 2025 Held for 8 months	$155.6M
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$44.6M 0.01% of portfolio	2.1M shares	Q1 2022 Held for 3y 8m	$488.50B
AMERIPRISE FINANCIAL INC Institution	Jim Cracchiolo CEO	$44.1M 0.01% of portfolio	2.1M shares	Q3 2023 Held for 2y 2m	$433.11B
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$40.1M 0.01% of portfolio	1.9M shares	Q4 2024 Held for 11 months	$310.43B

Net Capital Flow

Institutional buying and selling activity for IBDW in Q3 2025

Traded: +$244.2M
Buyers: 165
Sellers: 35
Total Bought: +$294.8M
Total Sold: −$50.7M
Avg Position: $6.1M

Biggest Buyers

Institution	Net Bought	Current Position
C CAPITAL ADVISORS INC/OK Institution	+$63.5M +3.0M shares	$63.5M 3.0M shares
Summit Financial, LLC RIA/Wealth	+$36.9M +1.7M shares	$36.9M 1.7M shares
MORGAN STANLEY RIA/Wealth	+$23.0M +1.1M shares	$85.6M 4.0M shares
Vishria Bird Financial Group, LLC RIA/Wealth	+$19.4M +912.5K shares	$19.4M 912.5K shares
BANK OF AMERICA CORP /DE/ Institution	+$17.7M +834.3K shares	$77.3M 3.6M shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	+$13.4M +630.1K shares	$40.1M 1.9M shares
WOODMONT INVESTMENT COUNSEL LLC RIA/Wealth	+$12.8M +605.2K shares	$12.8M 605.2K shares
Aptus Capital Advisors, LLC ETF Provider	+$11.1M +523.7K shares	$146.1M 6.9M shares
AMERIPRISE FINANCIAL INC Institution	+$10.9M +511.6K shares	$44.1M 2.1M shares
Ironwood Wealth Management, llc RIA/Wealth	+$7.0M +328.8K shares	$10.5M 493.5K shares

Biggest Sellers

Institution	Net Sold	Current Position
Frisch Financial Group, Inc. RIA/Wealth	−$19.0M −901.3K shares	Sold Off 0 shares
PFG Private Wealth Management, LLC RIA/Wealth	−$10.8M −515.1K shares	Sold Off 0 shares
CONFLUENCE INVESTMENT MANAGEMENT LLC Long Only Manager	−$10.3M −487.5K shares	Sold Off 0 shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$2.1M −98.8K shares	$4.0M 187.6K shares
S STAR Financial Bank Institution	−$1.7M −80.0K shares	$211.0K 9.9K shares
WRAPMANAGER INC RIA/Wealth	−$1.2M −55.1K shares	$2.4M 110.9K shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	−$1.1M −51.1K shares	$6.8M 322.1K shares
F FLOW TRADERS U.S. LLC Institution	−$792.9K −37.7K shares	Sold Off 0 shares
M Motley Fool Wealth Management, LLC Institution	−$776.3K −36.6K shares	$11.6M 548.1K shares
Garrett Investment Advisors LLC RIA/Wealth	−$509.6K −24.0K shares	$696.3K 32.8K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited IBDW in Q3 2025

New Positions: 27
New Value: $141.2M
Exited Positions: 9
Exited Value: $41.7M

New Positions

Institution	Position Value
C CAPITAL ADVISORS INC/OK Institution	$63.5M 3.0M shares
Summit Financial, LLC RIA/Wealth	$36.9M 1.7M shares
Vishria Bird Financial Group, LLC RIA/Wealth	$19.4M 912.5K shares
WOODMONT INVESTMENT COUNSEL LLC RIA/Wealth	$12.8M 605.2K shares
W Wealthstar Advisors, LLC RIA/Wealth	$2.2M 105.1K shares
F Freestone Capital Holdings, LLC RIA/Wealth	$1.1M 53.0K shares
Resonant Capital Advisors, LLC RIA/Wealth	$694.0K 32.7K shares
Miracle Mile Advisors, LLC RIA/Wealth	$578.5K 27.3K shares
NESTEGG ADVISORS, INC. RIA/Wealth	$559.8K 26.4K shares
PARK AVENUE SECURITIES LLC RIA/Wealth	$458.0K 21.6K shares

Exited Positions

Institution	Previous Position
Frisch Financial Group, Inc. RIA/Wealth	$19.0M 901.3K shares
PFG Private Wealth Management, LLC RIA/Wealth	$10.8M 515.1K shares
CONFLUENCE INVESTMENT MANAGEMENT LLC Long Only Manager	$10.3M 487.5K shares
F FLOW TRADERS U.S. LLC Institution	$792.9K 37.7K shares
Comprehensive Portfolio Management, LLC RIA/Wealth	$267.2K 12.7K shares
We Are One Seven, LLC RIA/Wealth	$258.5K 12.3K shares
Journey Advisory Group, LLC RIA/Wealth	$239.9K 11.4K shares
Annis Gardner Whiting Capital Advisors, LLC RIA/Wealth	$25.9K 1.2K shares
Pacifica Partners Inc. RIA/Wealth	$20.7K 989.0 shares

Options Activity

Institutions with the largest Call and Put options positions in IBDW as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with IBDW as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Sarver Vrooman Wealth Advisors RIA/Wealth	Peter Vrooman Managing Partner	29.73% $46.3M	2.2M shares	Q1 2025 Held for 8 months	$155.6M
Envision Financial Planning, LLC RIA/Wealth	Stacey Stephenson Hyde President	7.70% $18.0M	845.9K shares	Q3 2023 Held for 2y 2m	$233.2M
MB, LEVIS & ASSOCIATES, LLC RIA/Wealth	John Bruce Levis President	6.22% $13.6M	640.4K shares	Q4 2022 Held for 2y 11m	$218.4M
Vishria Bird Financial Group, LLC RIA/Wealth	Susan Fisher Todd CCO	3.88% $19.4M	912.5K shares	Q3 2025 Held for 2 months	$499.3M
Wilkins Miller Wealth Management, LLC RIA/Wealth	Greg Alan Bowen CCO	2.87% $4.6M	218.1K shares	Q4 2024 Held for 11 months	$161.5M
4Thought Financial Group Inc. RIA/Wealth	Jesse Brian Mackey CEO	2.51% $5.0M	234.0K shares	Q4 2021 Held for 3y 11m	$197.8M
Keeler THomas Management LLC RIA/Wealth	Cary Wasden Managing Partner	2.08% $4.8M	225.0K shares	Q4 2023 Held for 1y 11m	$229.9M
MOSELEY INVESTMENT MANAGEMENT INC RIA/Wealth	Ryan Thomas Moseley President	2.06% $6.8M	319.4K shares	Q4 2023 Held for 1y 11m	$328.6M
SIGMA INVESTMENT COUNSELORS INC RIA/Wealth	Robert Michael Bilkie CEO	1.86% $35.9M	1.7M shares	Q1 2023 Held for 2y 8m	$1.9B
Peloton Wealth Strategists RIA/Wealth	Matthew Kamp Bradley President	1.86% $4.3M	201.4K shares	Q2 2023 Held for 2y 5m	$230.0M

Hedge Fund Spotlight

Discover hedge funds investing in IBDW

Fortis Capital Management LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerMichael Robert Boroughs

Portfolio Value: $710.3M
Positions: 176
Last Reported: Q3 2025

Sector Allocation

Position in iShares iBonds Dec 2031 Term Corporate

Market Value: $423.3K
Shares Held: 19.9K
Portfolio Weight: 0.06%
Owned Since: 2023-Q4

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$161.5M	22.74%
2 SCHX Schwab U.S. Large-Cap ETF SCHX	ETF ETF	$33.3M	4.69%
3 Nvidia NVDA	Semiconductors Technology	$25.5M	3.59%

View full profile