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iShares iBonds Dec 2025 Term Corporate ETF
IBDQ

Overview Fund Activity

362 hedge funds and large institutions have $2.05B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 185 increasing their positions, 88 reducing their positions, and 24 closing their positions.

Holders
362
Holders Change
+7
Holders Change %
+1.97%
% of All Funds
5.24%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.22%
New
35
Increased
185
Reduced
88
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SVWAG
1
Sound View Wealth Advisors Group
Georgia
$40.1M
2
RA
2
Ruggaard & Associates
Ohio
$12.9M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$17.7M
4
MGIA
4
Matthew Goff Investment Advisor
Texas
$11.6M
5
BEI
5
Benjamin Edwards Inc
Missouri
$10.2M

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$7.22M
2
Bank of America
2
Bank of America
North Carolina
$163M
3
Stifel Financial
3
Stifel Financial
Missouri
$10.9M
4
NA
4
NewEdge Advisors
Louisiana
$25.2M
5
CIM
5
Confluence Investment Management
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EWS
251
Evergreen Wealth Solutions
Pennsylvania
$517K 20,589 +6,014 +41%
PIMG
252
Patriot Investment Management Group
Tennessee
$508K 20,233 +995 +5%
FFA
253
Farther Finance Advisors
California
$506K 20,173 +2,173 +12%
R
254
Rebalance
California
$505K 20,118 +20,118 New
BTI
255
Blue Trust Inc
Georgia
$504K 20,259 – –
1WM
256
1900 Wealth Management
Texas
$503K 20,058 +193 +1%
VVP
257
Venture Visionary Partners
Ohio
– – – –
JHCP
258
Jackson Hole Capital Partners
Oklahoma
$476K 18,958 -1,200 -6%
WA
259
Waterford Advisors
New York
$473K 18,830 +7,059 +60%
Neuberger Berman Group
260
Neuberger Berman Group
New York
$464K 18,500 -7,600 -29%
LF
261
Lee Financial
Texas
$464K 18,500 +18,500 New
MA
262
Mutual Advisors
Nebraska
$463K 18,459 -756 -4%
APS
263
American Planning Services
Florida
$458K 18,258 +1,799 +11%
PJSIMP
264
P.J. Schmidt Investment Management (PJS)
Wisconsin
$454K 18,090 -436 -2%
Barclays
265
Barclays
United Kingdom
$451K 17,975 – –
MCM
266
Mattern Capital Management
Colorado
$427K 17,013 +7,646 +82%
AT
267
American Trust
Kentucky
$418K 16,660 +16,660 New
SS
268
Sunbelt Securities
Texas
$413K 16,462 – –
SPWM
269
Straight Path Wealth Management
Michigan
$413K 16,455 +322 +2%
WJA
270
Willis Johnson & Associates
Texas
$413K 16,440 – –
MFG
271
Merit Financial Group
Georgia
$409K 16,297 +7,077 +77%
ASN
272
Advisory Services Network
Georgia
$405K 16,300 – –
DSC
273
Duncker Streett & Co
Missouri
$405K 16,121 – –
PP
274
Prosperity Planning
Missouri
– – – –
P
275
&Partners
Tennessee
$391K 15,596 -3,851 -20%
9 10
11
12 13