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iShares iBonds Dec 2025 Term Corporate ETF
IBDQ

Overview Fund Activity

325 hedge funds and large institutions have $2.02B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2023 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 156 increasing their positions, 64 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
+46
Holders Change %
+16.49%
% of All Funds
4.76%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.21%
New
63
Increased
156
Reduced
64
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$191M
2
KCM
Kathmere Capital Management
Pennsylvania
$23.2M
3
SL
Summitry LLC
California
$20.1M
4
KTM
Keeler Thomas Management
Utah
$15.1M
5
Mariner
Mariner
Kansas
$21.5M

Top Sellers

1
CAI
Capital Advisors Inc
Oklahoma
$41M
2
GBWM
Granite Bay Wealth Management
New Hampshire
$82.4M
3
HighTower Advisors
HighTower Advisors
Illinois
$10.8M
4
SPWG
Syntegra Private Wealth Group
Missouri
$19.2M
5
GA
Gateway Advisory
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
251
Steward Partners Investment Advisory
New York
$365K -$7.23K -292 -2%
GWCM
252
Godshalk Welsh Capital Management
Pennsylvania
$360K +$360K +14,550 New
VNA
253
Valley National Advisers
Pennsylvania
$359K -$52.7K -2,131 -13%
HWM
254
Horizons Wealth Management
North Carolina
$340K +$31K +1,251 +10%
AIM
255
Arcadia Investment Management
Michigan
$340K -$52K -2,100 -13%
APS
256
American Planning Services
Florida
$325K +$325K +13,135 New
RSWM
257
Robertson Stephens Wealth Management
California
$322K -$366K – –
WA
258
Waterford Advisors
New York
$321K – – –
BONH
259
Bank of New Hampshire
New Hampshire
$317K – – –
SPWM
260
Straight Path Wealth Management
Michigan
$315K +$315K +12,728 New
BWM
261
BCS Wealth Management
Tennessee
$308K +$308K +12,425 New
IAIM
262
International Assets Investment Management
Florida
$301K +$301K +12,160 New
GC
263
Gilbert & Cook
Iowa
$294K +$42.1K +1,700 +17%
SAG
264
SageView Advisory Group
California
$290K -$1.57M -63,336 -84%
BFP
265
Beacon Financial Planning
Massachusetts
$289K +$289K +11,682 New
Baird Financial Group
266
Baird Financial Group
Wisconsin
$289K +$289K +11,656 New
CCP
267
Cassia Capital Partners
North Carolina
$287K – – –
WANY
268
Wealthspire Advisors (New York)
New York
$286K – – –
EGA
269
E&G Advisors
Texas
$285K – – –
KWM
270
Kingsview Wealth Management
Oregon
$281K – – –
RJT
271
Raymond James Trust
Florida
$274K +$274K +11,082 New
SPC
272
Sigma Planning Corp
Michigan
$272K -$679K -27,405 -71%
Bank of New York Mellon
273
Bank of New York Mellon
New York
$272K -$4.39M -177,162 -94%
Kovitz Investment Group Partners
274
Kovitz Investment Group Partners
Illinois
$269K – – –
ACA
275
Anchor Capital Advisors
Massachusetts
$267K – – –
9 10
11
12 13