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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 %
HGERS
276
Householder Group Estate & Retirement Specialist
Arizona
$340K -$31.6K -1,273 -9%
LMKC
277
L.M. Kohn & Company
Ohio
$336K +$336K +13,523 New
EWM
278
Executive Wealth Management
Michigan
$331K +$331K +13,403 New
SL
279
SWMG LLC
Texas
$324K -$55.1K -2,222 -15%
SHA
280
Seneca House Advisors
Virginia
$318K +$318K +12,833 New
BONH
281
Bank of New Hampshire
New Hampshire
$318K – – –
P
282
&Partners
Tennessee
$311K +$311K +12,524 New
GC
283
Gilbert & Cook
Iowa
$294K – – –
WA
284
Waterford Advisors
New York
$292K -$29.6K -1,195 -9%
JBA
285
Johnson Bixby & Associates
Washington
$291K +$33.8K +1,361 +13%
CCP
286
Cassia Capital Partners
North Carolina
$287K – – –
WANY
287
Wealthspire Advisors (New York)
New York
$286K – – –
EGA
288
E&G Advisors
Texas
$285K – – –
MOS
289
MGO One Seven
Ohio
$273K +$41.1K +1,658 +18%
Kovitz Investment Group Partners
290
Kovitz Investment Group Partners
Illinois
$270K – – –
ACA
291
Anchor Capital Advisors
Massachusetts
$268K – – –
UCB
292
United Community Bank
South Carolina
$264K +$42.4K +1,708 +19%
PHIC
293
Pine Haven Investment Counsel
Massachusetts
$262K +$14.9K +600 +6%
EWS
294
Evergreen Wealth Solutions
Pennsylvania
$248K +$248K +10,000 New
CAM
295
Claret Asset Management
Quebec, Canada
$245K – – –
CFCI
296
Comprehensive Financial Consultants Institutional
Indiana
$241K -$240K – –
JLBC
297
J.L. Bainbridge & Co
Florida
$237K +$237K +9,560 New
CCA
298
Childress Capital Advisors
Texas
$234K +$8.73K +352 +4%
MCM
299
Mattern Capital Management
Colorado
$228K +$228K +9,202 New
Bank of Montreal
300
Bank of Montreal
Ontario, Canada
$218K +$79.4K +3,200 +57%
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