IBDW · iShares iBonds Dec 2031 Term Corporate ETF ETF
$20.46
-0.02 (-0.10%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 17
Total Value: $191,243,650
Total Shares: 9,216,562
Institutional Ownership Trend
16 quarters
Holder Concentration
Across 17 13F filers · Δ vs Dec 31, 2024Top Holder
29.3%
+17.5 pts
Top 5
91.8%
+51.3 pts
Top 10
98.5%
+44.1 pts
HHI
2,101
Moderately concentrated+1,660
Quarterly Activity
vs Dec 31, 2024
New
3
Increased
11
Decreased
2
Sold Out
156
Unchanged
1
Holder count:
-153
Institutional value:
-79.2%
Shares held:
-79.6%
Top Buyers
vs Dec 31, 2024| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega BANK OF AMERICA CORP /DE/ | +266,150 | 2,701,846 | |
| Mega ROYAL BANK OF CANADA | +100,601 | 1,057,759 | |
| Mid Advisors Capital Management, LLC | +99,645 | 1,328,604 | |
| Large MERCER GLOBAL ADVISORS INC /ADV | +39,730 | 103,951 | |
| Small Peloton Wealth Strategists | +29,350 | 199,350 |
Top Sellers
vs Dec 31, 2024| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | −223,753 | 16,730 | |
| Large Lido Advisors, LLC | −173,992 | 710,685 |
Top New Positions
vs Dec 31, 2024| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega MORGAN STANLEY | 2,658,519 | $55,164,268 | |
| Mid Belpointe Asset Management LLC | 29,783 | $617,997 | |
| Large HRT FINANCIAL LP | 29,782 | $617,976 |
Top Sold-Out Positions
vs Dec 31, 2024| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mid Aptus Capital Advisors, LLC | 5,312,844 | $108,116,375 | |
| Mid Venture Visionary Partners LLC | 4,173,424 | $84,929,178 | |
| Mega WELLS FARGO & COMPANY/MN | 3,782,762 | $76,979,206 | |
| Mid Capital Investment Advisors, LLC | 2,554,613 | $51,986,374 | |
| Small SIGMA INVESTMENT COUNSELORS INC | 1,483,109 | $30,181,268 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega BANK OF AMERICA CORP /DE/ Bank IBDW | $56,063,303 | 29.32% | 2,701,846 | Shares | 2025-05-15 | |
| Mega MORGAN STANLEY IBDW | $55,164,268 | 28.85% | 2,658,519 | Shares | 2025-05-15 | |
| Mid Advisors Capital Management, LLC IBDW | $27,568,533 | 14.42% | 1,328,604 | Shares | 2025-05-27 | |
| Mega ROYAL BANK OF CANADA Bank IBDW | $21,948,497 | 11.48% | 1,057,759 | Shares | 2025-05-15 | |
| Large Lido Advisors, LLC IBDW | $14,746,713 | 7.71% | 710,685 | Shares | 2025-05-15 | |
| Small Peloton Wealth Strategists IBDW | $4,136,512 | 2.16% | 199,350 | Shares | 2025-05-16 | |
| Mid Glenview Trust Co Bank IBDW | $3,468,071 | 1.81% | 167,136 | Shares | 2025-05-20 | |
| Large MERCER GLOBAL ADVISORS INC /ADV IBDW | $2,156,983 | 1.13% | 103,951 | Shares | 2025-05-15 | |
| Large Mariner, LLC IBDW | $1,676,122 | 0.88% | 80,777 | Shares | 2025-05-15 | |
| Large Creative Planning IBDW | $1,434,489 | 0.75% | 69,132 | Shares | 2025-05-15 | |
| Mid Belpointe Asset Management LLC IBDW | $617,997 | 0.32% | 29,783 | Shares | 2025-05-20 | |
| Large HRT FINANCIAL LP IBDW | $617,976 | 0.32% | 29,782 | Shares | 2025-05-15 | |
| Large JONES FINANCIAL COMPANIES LLLP IBDW | $553,755 | 0.29% | 26,687 | Shares | 2025-05-28 | |
| Mid Jacobi Capital Management LLC IBDW | $475,693 | 0.25% | 22,925 | Shares | 2025-05-27 | |
| Mega CITADEL ADVISORS LLC IBDW | $347,147 | 0.18% | 16,730 | Shares | 2025-05-15 | |
| Micro Redwood Financial Network Corp IBDW | $242,795 | 0.13% | 11,701 | Shares | 2025-05-15 | |
| Mid Ancora Advisors LLC IBDW | $24,796 | 0.01% | 1,195 | Shares | 2025-05-15 |