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iShares iBonds Dec 2025 Term Corporate ETF
IBDQ

Overview Fund Activity

346 hedge funds and large institutions have $1.91B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 174 increasing their positions, 76 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+21
Holders Change %
+6.46%
% of All Funds
5.02%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.19%
New
46
Increased
174
Reduced
76
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$59.3M
2
Bank of America
Bank of America
North Carolina
$180M
3
JAG
Journey Advisory Group
Kentucky
$12.1M
4
HPC
HM Payson & Co
Maine
$62.2M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$33.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$81.1M
2
GBWM
Granite Bay Wealth Management
New Hampshire
$1.04M
3
AG
AlTi Global
New York
$1.55M
4
NA
NewEdge Advisors
Louisiana
$38.4M
5
SL
Summitry LLC
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWCM
251
Godshalk Welsh Capital Management
Pennsylvania
$423K +$62K +2,500 +17%
WFA
252
Wells Financial Advisors
Massachusetts
$420K – – –
AWP
253
Accretive Wealth Partners
New Jersey
$411K +$411K +16,630 New
SS
254
Sunbelt Securities
Texas
$408K – – –
WJA
255
Willis Johnson & Associates
Texas
$408K – – –
APS
256
American Planning Services
Florida
$406K +$79.8K +3,217 +24%
BCM
257
Brookstone Capital Management
Illinois
$405K +$405K +16,326 New
MBT
258
Montecito Bank & Trust
California
$404K +$404K +16,292 New
IAIM
259
International Assets Investment Management
Florida
$396K +$95.2K +3,850 +32%
RW
260
REDW Wealth
New Mexico
$384K +$152K +6,137 +66%
USWIA
261
UP Strategic Wealth Investment Advisors
Pennsylvania
$382K – – –
Bank of New York Mellon
262
Bank of New York Mellon
New York
$377K +$104K +4,190 +38%
JIR
263
James Investment Research
Ohio
$375K +$375K +15,115 New
PP
264
Prosperity Planning
Missouri
$374K -$373K – –
RJT
265
Raymond James Trust
Florida
$368K +$93.2K +3,756 +34%
MA
266
MKT Advisors
California
$366K +$691 +28 +0.2%
DSC
267
Duncker Streett & Co
Missouri
$366K – – –
MCCP
268
Mission Creek Capital Partners
California
$364K -$109K -4,410 -23%
CPW
269
Crestmont Private Wealth
Texas
$363K +$363K +14,614 New
VFIC
270
Valley Forge Investment Consultants
Pennsylvania
$356K +$356K +14,345 New
SPWM
271
Straight Path Wealth Management
Michigan
$353K +$37.7K +1,518 +12%
BFP
272
Beacon Financial Planning
Massachusetts
$345K +$55.1K +2,220 +19%
BCCM
273
Black Cypress Capital Management
Florida
$345K +$345K +13,896 New
AIM
274
Arcadia Investment Management
Michigan
$341K – – –
HWM
275
Horizons Wealth Management
North Carolina
$340K – – –
9 10
11
12 13