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iShares iBonds Dec 2025 Term Corporate ETF
IBDQ

Overview Fund Activity

260 hedge funds and large institutions have $1.62B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 129 increasing their positions, 67 reducing their positions, and 15 closing their positions.

Holders
260
Holders Change
+7
Holders Change %
+2.77%
% of All Funds
4.1%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.14%
New
23
Increased
129
Reduced
67
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HFRG
1
Houlihan Financial Resource Group
Virginia
$125M
2
NA
2
NewEdge Advisors
Louisiana
$58.6M
3
KTM
3
Keeler Thomas Management
Utah
$14.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$77.7M
5
CAI
5
Capital Advisors Inc
Oklahoma
$73.9M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$4.38M
2
CIM
2
Corda Investment Management
Texas
$26.4M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$18.5M
4
ACM
4
Advisors Capital Management
New Jersey
$11.7M
5
RHP
5
Royal Harbor Partners
Texas
$428K
Name Market Value Shares Shares
Change 		Shares
Change %
SHFP
226
Second Half Financial Partners
Florida
$287K 11,763 +11,763 New
CCP
227
Cassia Capital Partners
North Carolina
$282K 11,582 – –
WANY
228
Wealthspire Advisors (New York)
New York
$281K 11,545 +11,545 New
KWM
229
Kingsview Wealth Management
Oregon
$277K 11,350 +30 +0.3%
Kovitz Investment Group Partners
230
Kovitz Investment Group Partners
Illinois
$265K 10,880 -1,052 -9%
AC
231
AlphaCore Capital
California
$261K 10,700 – –
PA
232
PSI Advisors
Florida
$251K 10,289 +1,000 +11%
CAM
233
Claret Asset Management
Quebec, Canada
$241K 9,875 – –
CFCI
234
Comprehensive Financial Consultants Institutional
Indiana
– – – –
ACA
235
Anchor Capital Advisors
Massachusetts
$233K 9,565 +9,565 New
KFAA
236
Klaas Financial Asset Advisors
Illinois
$232K 9,522 +1,321 +16%
TTWM
237
TCV Trust & Wealth Management
Virginia
$228K 9,335 -2,015 -18%
AWM
238
Alterna Wealth Management
Texas
– – – –
WE
239
Wealth Effects
Massachusetts
$224K 9,187 – –
EIA
240
Eldridge Investment Advisors
New Hampshire
$221K 9,078 +71 +0.8%
FNBOSM
241
First National Bank of South Miami
Florida
$218K 8,953 -755 -8%
DWA
242
Delap Wealth Advisory
Oregon
$204K 8,350 – –
OHWP
243
Oak Harbor Wealth Partners
North Carolina
$192K 7,858 +8 +0.1%
LWCFA
244
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$183K 7,500 – –
VCM
245
Vigilant Capital Management
Maine
$166K 6,805 -1,095 -14%
PTC
246
Private Trust Company
Ohio
$161K 6,613 – –
FRA
247
Front Row Advisors
California
$152K 6,245 – –
PA
248
Parallel Advisors
California
$147K 6,015 – –
BWM
249
Baystate Wealth Management
Massachusetts
$108K 4,413 +15 +0.3%
AA
250
Addison Advisors
Vermont
$105K 4,325 -1,360 -24%
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