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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 %
WE
301
Wealth Effects
Massachusetts
$217K – – –
SB
302
Strategic Blueprint
Georgia
$213K +$213K +8,590 New
RBFC
303
Roman Butler Fullerton & Co
Missouri
$212K -$212K – –
PTC
304
Private Trust Company
Ohio
$211K +$22.4K +902 +12%
AWM
305
Avior Wealth Management
Nebraska
$209K – – –
DWA
306
Delap Wealth Advisory
Oregon
$207K -$207K -8,350 -50%
VNA
307
Valley National Advisers
Pennsylvania
$207K -$152K -6,134 -42%
CIBC Private Wealth Group
308
CIBC Private Wealth Group
Georgia
$205K +$205K +8,308 New
AWM
309
Apollon Wealth Management
South Carolina
$205K +$205K +8,249 New
AGP
310
Autumn Glory Partners
Texas
$203K – – –
CWS
311
Cypress Wealth Services
California
$203K – – –
BWP
312
BSW Wealth Partners
Colorado
$202K +$202K +8,161 New
BA
313
Ballast Advisors
Minnesota
$193K +$193K +7,776 New
AA
314
Addison Advisors
Vermont
$191K -$16.4K -661 -8%
LWCFA
315
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$186K – – –
PWA
316
Provenance Wealth Advisors
Florida
$173K -$3.87K -156 -2%
KOCAA
317
Knights of Columbus Asset Advisors
Connecticut
$161K +$70.2K +2,831 +77%
FRA
318
Front Row Advisors
California
$155K +$10.3K +415 +7%
LB
319
Legacy Bridge
Iowa
$153K +$19.8K +800 +15%
ATC
320
Adirondack Trust Company
New York
$153K +$46.7K +1,883 +44%
OHWP
321
Oak Harbor Wealth Partners
North Carolina
$146K +$149 +6 +0.1%
BWL
322
Bogart Wealth LLC
Virginia
$133K +$15K +606 +13%
KHC
323
Koesten Hirschmann & Crabtree
Kansas
$121K – – –
HI
324
Harbour Investments
Wisconsin
$120K +$24K +969 +25%
PB
325
Pinnacle Bancorp
Nebraska
$110K -$345K -13,905 -76%
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