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iShares iBonds Dec 2025 Term Corporate ETF
IBDQ

Overview Fund Activity

253 hedge funds and large institutions have $1.46B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 128 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+21
Holders Change %
+9.05%
% of All Funds
4.05%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.21%
New
38
Increased
128
Reduced
50
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
1
NewEdge Advisors
Louisiana
$44.2M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$16.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$66M
4
Bank of America
4
Bank of America
North Carolina
$157M
5
Stifel Financial
5
Stifel Financial
Missouri
$20.9M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$55.1M
2
SWP
2
Stratos Wealth Partners
Ohio
$12.5M
3
WCM
3
Windsor Capital Management
Arizona
$10.3M
4
RPSA
4
Richard P. Slaughter Associates
Texas
$0
5
WWM
5
WJ Wealth Management
Arizona
$2.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
226
Lido Advisors
California
$243K – – –
CAM
227
Claret Asset Management
Quebec, Canada
$242K – – –
FNBOSM
228
First National Bank of South Miami
Florida
$238K – – –
CFCI
229
Comprehensive Financial Consultants Institutional
Indiana
$238K -$239K – –
ACA
230
Anchor Capital Advisors
Massachusetts
$235K – – –
AWM
231
AE Wealth Management
Kansas
$229K +$229K +9,338 New
PA
232
PSI Advisors
Florida
$228K +$195K +7,949 +593%
AWM
233
Alterna Wealth Management
Texas
$227K – – –
WE
234
Wealth Effects
Massachusetts
$225K – – –
EIA
235
Eldridge Investment Advisors
New Hampshire
$221K +$1.15K +47 +0.5%
PSIWM
236
Paradigm Strategies in Wealth Management
Minnesota
$209K +$209K +8,502 New
WP
237
WealthSource Partners
California
$206K +$206K +8,410 New
DWA
238
Delap Wealth Advisory
Oregon
$205K – – –
KFAA
239
Klaas Financial Asset Advisors
Illinois
$201K +$201K +8,201 New
VCM
240
Vigilant Capital Management
Maine
$194K +$85.8K +3,495 +79%
OHWP
241
Oak Harbor Wealth Partners
North Carolina
$193K +$123 +5 +0.1%
BAM
242
Belpointe Asset Management
Nevada
$188K -$727K -29,622 -79%
LWCFA
243
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$184K +$184K +7,500 New
PTC
244
Private Trust Company
Ohio
$162K +$80.8K +3,293 +99%
FRA
245
Front Row Advisors
California
$153K +$7.35K +300 +5%
PA
246
Parallel Advisors
California
$148K +$148K +6,015 New
AA
247
Addison Advisors
Vermont
$139K +$5.4K +220 +4%
HI
248
Harbour Investments
Wisconsin
$137K +$466 +19 +0.3%
AAS
249
Ameritas Advisory Services
Nebraska
$109K -$282K -11,492 -72%
BWM
250
Baystate Wealth Management
Massachusetts
$108K +$245 +10 +0.2%
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10
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