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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 %
LMKC
276
L.M. Kohn & Company
Ohio
$542K – – –
KOMWMG
277
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$530K +$178K +7,108 +51%
IAS
278
IMA Advisory Services
Colorado
$522K -$159K -6,337 -23%
EAM
279
Empirical Asset Management
Massachusetts
$521K -$91.8K -3,665 -15%
SPWM
280
Straight Path Wealth Management
Michigan
$517K +$105K +4,175 +25%
PWA
281
Provenance Wealth Advisors
Florida
$505K +$180K +7,185 +55%
DWM
282
DecisionMap Wealth Management
Virginia
$497K +$497K +19,855 New
VVP
283
Venture Visionary Partners
Ohio
$494K +$494K +19,701 New
AMM
284
American Money Management
California
$485K -$337K -13,443 -41%
SWA
285
Sightline Wealth Advisors
Connecticut
$477K -$415K -16,557 -47%
JHCP
286
Jackson Hole Capital Partners
Oklahoma
$475K – – –
LF
287
Lee Financial
Texas
$463K -$464K -18,500 Closed
Neuberger Berman Group
288
Neuberger Berman Group
New York
$463K – – –
SVCP
289
Silicon Valley Capital Partners
California
$460K +$460K +18,347 New
SPIA
290
Steward Partners Investment Advisory
New York
$455K +$245K +9,762 +116%
Barclays
291
Barclays
United Kingdom
$450K – – –
PJSIMP
292
P.J. Schmidt Investment Management (PJS)
Wisconsin
$448K -$5.24K -209 -1%
SS
293
Sunbelt Securities
Texas
$435K +$22.6K +903 +5%
MCM
294
Mattern Capital Management
Colorado
$426K – – –
Jones Financial Companies
295
Jones Financial Companies
Missouri
$424K +$240K +9,585 +130%
Bank of Montreal
296
Bank of Montreal
Ontario, Canada
$420K +$72.9K +2,909 +21%
AT
297
American Trust
Kentucky
$417K – – –
WJA
298
Willis Johnson & Associates
Texas
$412K – – –
MWP
299
Meredith Wealth Planning
Illinois
$404K +$404K +16,134 New
MA
300
Mutual Advisors
Nebraska
$404K -$59.4K -2,366 -13%
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