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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 %
OHWP
251
Oak Harbor Wealth Partners
North Carolina
$192K 7,867 +9 +0.1%
AA
252
Addison Advisors
Vermont
$190K 7,805 +3,480 +80%
GGI
253
Godsey & Gibb Inc
Virginia
$189K 7,775 -11,215 -59%
LWCFA
254
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$183K 7,500 – –
PA
255
Parallel Advisors
California
$175K 7,175 +1,160 +19%
PWA
256
Provenance Wealth Advisors
Florida
$174K 7,124 +7,124 New
PTC
257
Private Trust Company
Ohio
$161K 6,613 – –
FRA
258
Front Row Advisors
California
$152K 6,245 – –
SIC
259
Salem Investment Counselors
North Carolina
$152K 6,226 +6,226 New
RTC
260
Riverview Trust Company
Washington
$135K 5,558 +5,558 New
BWM
261
Baystate Wealth Management
Massachusetts
$108K 4,429 +16 +0.4%
HI
262
Harbour Investments
Wisconsin
$93.3K 3,829 +31 +0.8%
HWA
263
HHM Wealth Advisors
Tennessee
$90.2K 3,700 – –
KOCAA
264
Knights of Columbus Asset Advisors
Connecticut
$89.2K 3,662 – –
AIM
265
Anchor Investment Management
South Carolina
$83.6K 3,430 – –
SWA
266
Sutton Wealth Advisors
Florida
$83.1K 3,411 +2,387 +233%
FHA
267
First Horizon Advisors
Tennessee
$79.3K 3,253 +3,253 New
MWM
268
Mascoma Wealth Management
New Hampshire
$66.5K 2,728 +653 +31%
BWL
269
Bogart Wealth LLC
Virginia
$62.3K 2,558 +2,558 New
Bank of Montreal
270
Bank of Montreal
Ontario, Canada
$61.5K 2,522 +2,013 +395%
BC
271
Bartlett & Co
Ohio
$50K 2,048 – –
BCWM
272
Bartlett & Co Wealth Management
Ohio
$49.9K 2,048 – –
GWM
273
Geneos Wealth Management
Colorado
$47.2K 1,938 – –
AAG
274
Armstrong Advisory Group
Massachusetts
$40.4K 1,658 – –
TSWM
275
Tyler-Stone Wealth Management
Ohio
$38K 1,540 – –
9 10
11
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