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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 %
USWIA
276
UP Strategic Wealth Investment Advisors
Pennsylvania
$387K 15,409 – –
VFIC
277
Valley Forge Investment Consultants
Pennsylvania
$367K 14,623 +141 +1%
KOMWMG
278
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$352K 14,038 +14,038 New
MAG
279
M3 Advisory Group
Massachusetts
$350K 13,951 +13,951 New
BCCM
280
Black Cypress Capital Management
Florida
$349K 13,896 -860 -6%
Bank of Montreal
281
Bank of Montreal
Ontario, Canada
$348K 13,866 +2,309 +20%
GBWM
282
Granite Bay Wealth Management
New Hampshire
$346K 13,800 -2,000 -13%
AIM
283
Arcadia Investment Management
Michigan
$345K 13,750 – –
KAS
284
KPP Advisory Services
Kentucky
$345K 13,740 – –
HWM
285
Horizons Wealth Management
North Carolina
$335K 13,332 -161 -1%
OC
286
Oppenheimer & Co
New York
$332K 13,236 +13,236 New
PWA
287
Provenance Wealth Advisors
Florida
$326K 12,983 +6,015 +86%
BFP
288
Beacon Financial Planning
Massachusetts
$320K 12,735 -2,066 -14%
AGP
289
Autumn Glory Partners
Texas
$313K 12,471 – –
JBA
290
Johnson Bixby & Associates
Washington
$300K 11,968 +116 +1%
GC
291
Gilbert & Cook
Iowa
$298K 11,870 – –
JLBC
292
J.L. Bainbridge & Co
Florida
$298K 11,861 +411 +4%
SHA
293
Seneca House Advisors
Virginia
$297K 11,848 +2,248 +23%
MA
294
MKT Advisors
California
$293K 11,692 -2,555 -18%
ACA
295
Aptus Capital Advisors
Alabama
$292K 11,618 +11,618 New
WANY
296
Wealthspire Advisors (New York)
New York
$290K 11,545 – –
EGA
297
E&G Advisors
Texas
$289K 11,500 – –
LNB
298
Ledyard National Bank
$279K 11,135 – –
PHIC
299
Pine Haven Investment Counsel
Massachusetts
$279K 11,100 +250 +2%
WIA
300
World Investment Advisors
California
$276K 11,000 +11,000 New
10 11
12
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