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iShares iBonds Dec 2025 Term Corporate ETF
IBDQ

Overview Fund Activity

386 hedge funds and large institutions have $3.16B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 185 increasing their positions, 88 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
+24
Holders Change %
+6.63%
% of All Funds
5.14%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.28%
New
58
Increased
185
Reduced
88
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
$32.4M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$23.2M
3
MGIA
Matthew Goff Investment Advisor
Texas
$24.8M
4
NC
NovaPoint Capital
Georgia
$12.4M
5
Morgan Stanley
Morgan Stanley
New York
$103M

Top Sellers

1
Lido Advisors
Lido Advisors
California
$46.2M
2
SWP
Stratos Wealth Partners
Ohio
$34.8M
3
HighTower Advisors
HighTower Advisors
Illinois
$16.7M
4
Koshinski Asset Management
Koshinski Asset Management
Illinois
$846M
5
BWFA
Baltimore-Washington Financial Advisors
Maryland
$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MMHP
251
Murphy Middleton Hinkle & Parker
Georgia
$679K +$49.9K +1,993 +8%
CGA
252
Crescent Grove Advisors
Illinois
$675K – – –
RSWA
253
Robinson Smith Wealth Advisors
Maine
$660K – – –
GWCM
254
Godshalk Welsh Capital Management
Pennsylvania
$653K +$25.1K +1,000 +4%
APP
255
Avantax Planning Partners
Iowa
$649K -$4.79K -191 -0.7%
CFG
256
Cornerstone Financial Group
Nebraska
$638K +$638K +25,473 New
MF
257
Montis Financial
Massachusetts
$626K +$626K +24,982 New
BWM
258
BCS Wealth Management
Tennessee
$621K – – –
RWM
259
Ritholtz Wealth Management
New York
$618K -$19K -760 -3%
PS
260
Principal Securities
Iowa
$615K -$1.5K -60 -0.2%
JIR
261
James Investment Research
Ohio
$604K – – –
AWP
262
Accretive Wealth Partners
New Jersey
$600K +$1.98K +79 +0.3%
DSC
263
Duncker Streett & Co
Missouri
$598K +$194K +7,741 +48%
SWC
264
Spectrum Wealth Counsel
Indiana
$591K +$3.53K +141 +0.6%
SB
265
Strategic Blueprint
Georgia
$590K +$626 +25 +0.1%
CPW
266
Cove Private Wealth
New York
$584K – – –
WIC
267
Woodmont Investment Counsel
Tennessee
$578K -$106K -4,239 -16%
Baird Financial Group
268
Baird Financial Group
Wisconsin
$575K +$31.5K +1,257 +6%
BFS
269
BridgePort Financial Solutions
Iowa
$573K +$573K +22,810 New
ADL
270
Asset Dedication LLC
California
$571K -$2.83M -113,156 -83%
DP
271
Dearborn Partners
Illinois
$565K -$2.31K -92 -0.4%
DWT
272
Dorsey & Whitney Trust
South Dakota
$551K – – –
ACA
273
Aptus Capital Advisors
Alabama
$548K +$257K +10,248 +88%
ASN
274
Advisory Services Network
Georgia
$544K +$135K +5,401 +33%
DWM
275
Dakota Wealth Management
Florida
$543K -$1.63K -65 -0.3%
9 10
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