IBDQ icon

iShares iBonds Dec 2025 Term Corporate ETF
IBDQ

Overview Fund Activity

279 hedge funds and large institutions have $1.7B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 137 increasing their positions, 53 reducing their positions, and 18 closing their positions.

Holders
279
Holders Change
+19
Holders Change %
+7.31%
% of All Funds
4.45%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.21%
New
44
Increased
137
Reduced
53
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GBWM
1
Granite Bay Wealth Management
New Hampshire
$105M
2
HPC
2
HM Payson & Co
Maine
$41.7M
3
SPWG
3
Syntegra Private Wealth Group
Missouri
$18.8M
4
Ameriprise
4
Ameriprise
Minnesota
$49.7M
5
NA
5
NewEdge Advisors
Louisiana
$69.4M

Top Sellers

1
HFRG
1
Houlihan Financial Resource Group
Virginia
$5.53M
2
SL
2
Summitry LLC
California
$0
3
KTM
3
Keeler Thomas Management
Utah
$14.9M
4
ACM
4
Advisors Capital Management
New Jersey
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$33.6M
Name Market Value Shares Shares
Change 		Shares
Change %
EGA
226
E&G Advisors
Texas
$280K 11,500 -1,000 -8%
JBA
227
Johnson Bixby & Associates
Washington
$278K 11,406 +11,406 New
KWM
228
Kingsview Wealth Management
Oregon
$277K 11,350 – –
Kovitz Investment Group Partners
229
Kovitz Investment Group Partners
Illinois
$265K 10,880 – –
ACA
230
Anchor Capital Advisors
Massachusetts
$263K 10,800 +1,235 +13%
AC
231
AlphaCore Capital
California
$261K 10,700 – –
LSA
232
L & S Advisors
California
$255K 10,478 -1,791 -15%
KCM
233
Kathmere Capital Management
Pennsylvania
$255K 10,455 +10,455 New
GC
234
Gilbert & Cook
Iowa
$248K 10,170 +10,170 New
CAM
235
Claret Asset Management
Quebec, Canada
$241K 9,875 – –
MA
236
MKT Advisors
California
$239K 9,818 +9,818 New
CFCI
237
Comprehensive Financial Consultants Institutional
Indiana
– – – –
WCG
238
Weaver Consulting Group
California
$229K 9,392 +9,392 New
TTWM
239
TCV Trust & Wealth Management
Virginia
$227K 9,335 – –
AWM
240
Alterna Wealth Management
Texas
$226K 9,271 +9,271 New
EIA
241
Eldridge Investment Advisors
New Hampshire
$225K 9,244 +166 +2%
WE
242
Wealth Effects
Massachusetts
$224K 9,187 – –
CCA
243
Childress Capital Advisors
Texas
$222K 9,107 +9,107 New
UCB
244
United Community Bank
South Carolina
$218K 8,953 +8,953 New
PHIC
245
Pine Haven Investment Counsel
Massachusetts
$207K 8,500 +8,500 New
AWM
246
Avior Wealth Management
Nebraska
$205K 8,431 +8,431 New
SWA
247
Stratos Wealth Advisors
Ohio
– – – –
DWA
248
Delap Wealth Advisory
Oregon
$203K 8,350 – –
Comerica Bank
249
Comerica Bank
Texas
$201K 8,264 +8,264 New
HBT
250
Hills Bank & Trust
Iowa
$199K 8,186 +8,186 New
8 9
10
11 12