iShares iBonds Dec 2032 Term Corporate

IBDX • ARCA

iShares iBonds Dec 2032 Term Corporate is an exchange-traded fund on ARCA. As of Q3 2025, 174 institutional investors hold shares in this ETF, with total holdings valued at $995.8M. Aptus Capital Advisors, LLC is the largest holder with a position valued at $118.2M.

Overview

Overview of institutional ownership in IBDX as of Q3 2025

All Institutions

Institutions: 174
Value Held: $995.8M
Shares Held: 38.9M
Avg Position: $5.7M
Median Position: $996.9K

Hedge Funds

Hedge Funds: 1
Value Held: $5.9M
Shares Held: 228.9K
Avg Position: $5.9M
Median Position: $5.9M

Biggest Investors

Institutions with the largest positions in IBDX 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	$118.2M 1.09% of portfolio	4.6M shares	Q2 2023 Held for 2y 5m	$10.8B
Capital Investment Advisors, LLC RIA/Wealth	Connor Douglas Miller CIO	$76.2M 1.26% of portfolio	3.0M shares	Q3 2023 Held for 2y 2m	$6.1B
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$74.1M 0.02% of portfolio	2.9M shares	Q4 2022 Held for 2y 11m	$488.50B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$56.8M 0.00% of portfolio	2.2M shares	Q3 2023 Held for 2y 2m	$1.65T
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$53.7M 0.00% of portfolio	2.1M shares	Q4 2022 Held for 2y 11m	$1.33T
F FIRST INTERSTATE BANK Institution	-	$51.5M 2.84% of portfolio	2.0M shares	Q4 2023 Held for 1y 11m	$1.8B
AMERIPRISE FINANCIAL INC Institution	Jim Cracchiolo CEO	$43.8M 0.01% of portfolio	1.7M shares	Q1 2024 Held for 1y 8m	$433.11B
Summit Financial, LLC RIA/Wealth	Stanley Gregor CEO	$36.9M 0.57% of portfolio	1.4M shares	Q3 2025 Held for 2 months	$6.5B
SIGMA INVESTMENT COUNSELORS INC RIA/Wealth	Robert Michael Bilkie CEO	$35.4M 1.83% of portfolio	1.4M shares	Q4 2023 Held for 1y 11m	$1.9B
Sailer Financial LLC RIA/Wealth	Jeremy Patrick Hutzel President	$22.4M 5.52% of portfolio	874.5K shares	Q3 2025 Held for 2 months	$405.8M

Net Capital Flow

Institutional buying and selling activity for IBDX in Q3 2025

Traded: +$131.2M
Buyers: 124
Sellers: 28
Total Bought: +$196.0M
Total Sold: −$64.8M
Avg Position: $5.5M

Biggest Buyers

Institution	Net Bought	Current Position
Summit Financial, LLC RIA/Wealth	+$36.9M +1.4M shares	$36.9M 1.4M shares
AMERIPRISE FINANCIAL INC Institution	+$23.0M +899.3K shares	$43.8M 1.7M shares
Sailer Financial LLC RIA/Wealth	+$22.4M +874.5K shares	$22.4M 874.5K shares
Goss Wealth Management LLC RIA/Wealth	+$18.1M +705.8K shares	$21.4M 831.7K shares
MORGAN STANLEY RIA/Wealth	+$15.9M +619.6K shares	$56.8M 2.2M shares
Aptus Capital Advisors, LLC ETF Provider	+$9.0M +350.8K shares	$118.2M 4.6M shares
Ironwood Wealth Management, llc RIA/Wealth	+$7.2M +282.7K shares	$7.9M 307.1K shares
Snowden Capital Advisors LLC RIA/Wealth	+$7.0M +274.2K shares	$7.0M 274.2K shares
Capital Investment Advisors, LLC RIA/Wealth	+$5.7M +221.9K shares	$76.2M 3.0M shares
WELLS FARGO & COMPANY/MN Institution	+$5.5M +216.6K shares	$74.1M 2.9M shares

Biggest Sellers

Institution	Net Sold	Current Position
GOLUB GROUP LLC RIA/Wealth	−$26.6M −1.1M shares	Sold Off 0 shares
PFG Private Wealth Management, LLC RIA/Wealth	−$11.3M −446.9K shares	Sold Off 0 shares
CONFLUENCE INVESTMENT MANAGEMENT LLC Long Only Manager	−$10.2M −401.5K shares	Sold Off 0 shares
BANK OF AMERICA CORP /DE/ Institution	−$4.0M −155.7K shares	$53.7M 2.1M shares
Frisch Financial Group, Inc. RIA/Wealth	−$3.3M −132.5K shares	Sold Off 0 shares
S STAR Financial Bank Institution	−$1.9M −73.2K shares	Sold Off 0 shares
WRAPMANAGER INC RIA/Wealth	−$1.2M −45.8K shares	$2.3M 91.6K shares
$US BANCORP \DE\ logo$ US BANCORP \DE\ Institution	−$1.1M −44.8K shares	$18.3M 713.6K shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	−$997.6K −38.9K shares	$4.8M 186.0K shares
F FLOW TRADERS U.S. LLC Institution	−$770.5K −30.1K shares	$842.6K 32.9K shares

Entry and Exit Activity

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

New Positions: 24
New Value: $72.5M
Exited Positions: 7
Exited Value: $53.6M

New Positions

Institution	Position Value
Summit Financial, LLC RIA/Wealth	$36.9M 1.4M shares
Sailer Financial LLC RIA/Wealth	$22.4M 874.5K shares
Snowden Capital Advisors LLC RIA/Wealth	$7.0M 274.2K shares
F Freestone Capital Holdings, LLC RIA/Wealth	$1.1M 44.1K shares
GOLDMAN SACHS GROUP INC Institution	$1.1M 44.0K shares
BARCLAYS PLC Institution	$498.8K 19.5K shares
S Sterling Investment Advisors, Ltd. RIA/Wealth	$465.6K 18.2K shares
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ Long Only Manager	$454.5K 17.7K shares
NESTEGG ADVISORS, INC. RIA/Wealth	$306.9K 12.0K shares
XML Financial, LLC RIA/Wealth	$299.1K 11.7K shares

Exited Positions

Institution	Previous Position
GOLUB GROUP LLC RIA/Wealth	$26.6M 1.1M shares
PFG Private Wealth Management, LLC RIA/Wealth	$11.3M 446.9K shares
CONFLUENCE INVESTMENT MANAGEMENT LLC Long Only Manager	$10.2M 401.5K shares
Frisch Financial Group, Inc. RIA/Wealth	$3.3M 132.5K shares
S STAR Financial Bank Institution	$1.9M 73.2K shares
We Are One Seven, LLC RIA/Wealth	$297.0K 11.7K shares
Annis Gardner Whiting Capital Advisors, LLC RIA/Wealth	$27.4K 1.1K shares

Options Activity

Institutions with the largest Call and Put options positions in IBDX 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 IBDX as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
MB, LEVIS & ASSOCIATES, LLC RIA/Wealth	John Bruce Levis President	5.93% $13.0M	505.9K shares	Q1 2023 Held for 2y 8m	$218.4M
Sailer Financial LLC RIA/Wealth	Jeremy Patrick Hutzel President	5.52% $22.4M	874.5K shares	Q3 2025 Held for 2 months	$405.8M
Stony Point Wealth Management Inc. RIA/Wealth	Elizabeth Ann King CCO	4.86% $12.0M	469.7K shares	Q4 2022 Held for 2y 11m	$247.5M
COWA, LLC RIA/Wealth	James E Diacon CCO	3.79% $10.8M	420.3K shares	Q1 2025 Held for 8 months	$284.4M
Michael S. Ryan, Inc. RIA/Wealth	Michael Sean Ryan President	3.15% $5.3M	206.1K shares	Q2 2024 Held for 1y 5m	$167.6M
F FIRST INTERSTATE BANK Institution	-	2.84% $51.5M	2.0M shares	Q4 2023 Held for 1y 11m	$1.8B
4Thought Financial Group Inc. RIA/Wealth	Jesse Brian Mackey CEO	2.55% $5.0M	197.0K shares	Q4 2022 Held for 2y 11m	$197.8M
Paradigm, Strategies in Wealth Management, LLC RIA/Wealth	Kristina Marie Bentzen President	2.34% $3.7M	142.5K shares	Q2 2023 Held for 2y 5m	$156.1M
SIGMA INVESTMENT COUNSELORS INC RIA/Wealth	Robert Michael Bilkie CEO	1.83% $35.4M	1.4M shares	Q4 2023 Held for 1y 11m	$1.9B
Guidance Point Advisors, LLC RIA/Wealth	Wesley Austin Delcol Managing Partner	1.78% $7.2M	282.0K shares	Q2 2023 Held for 2y 5m	$405.7M

Hedge Fund Spotlight

Discover hedge funds investing in IBDX

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in iShares iBonds Dec 2032 Term Corporate

Market Value: $5.9M
Shares Held: 228.9K
Portfolio Weight: 0.00%
Owned Since: 2023-Q3

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$2.1B	1.68%
2 Nvidia NVDA	Semiconductors Technology	$1.8B	1.50%
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$1.4B	1.18%