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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 %
PP
301
Prosperity Planning
Missouri
$397K -$398K – –
KAS
302
KPP Advisory Services
Kentucky
$382K +$37.6K +1,500 +11%
VFIC
303
Valley Forge Investment Consultants
Pennsylvania
$371K +$4.76K +190 +1%
CIBC Private Wealth Group
304
CIBC Private Wealth Group
Georgia
$359K +$151K +6,005 +72%
JLBC
305
J.L. Bainbridge & Co
Florida
$352K +$55.1K +2,200 +19%
BFP
306
Beacon Financial Planning
Massachusetts
$352K +$33.1K +1,320 +10%
BCCM
307
Black Cypress Capital Management
Florida
$348K – – –
LPFG
308
Landing Point Financial Group
Ohio
$346K +$346K +13,779 New
AIM
309
Arcadia Investment Management
Michigan
$344K – – –
FDCP
310
Foster Dykema Cabot & Partners
Massachusetts
$328K +$266K +10,600 +424%
GBWM
311
Granite Bay Wealth Management
New Hampshire
$321K -$25.1K -1,000 -7%
AGP
312
Autumn Glory Partners
Texas
$315K +$3.01K +120 +1%
HWM
313
Horizons Wealth Management
North Carolina
$308K -$25.9K -1,035 -8%
JBA
314
Johnson Bixby & Associates
Washington
$304K +$3.88K +155 +1%
MAG
315
M3 Advisory Group
Massachusetts
$302K -$47.2K -1,884 -14%
PHIC
316
Pine Haven Investment Counsel
Massachusetts
$302K +$23.8K +950 +9%
PWMG
317
Pinnacle Wealth Management Group
Michigan
$301K +$301K +12,000 New
RSWM
318
Robertson Stephens Wealth Management
California
$298K -$233K – –
GC
319
Gilbert & Cook
Iowa
$297K – – –
P
320
&Partners
Tennessee
$295K -$86.9K -3,545 -23%
WANY
321
Wealthspire Advisors (New York)
New York
$289K – – –
EGA
322
E&G Advisors
Texas
$288K – – –
WIA
323
World Investment Advisors
California
$276K – – –
BONH
324
Bank of New Hampshire
New Hampshire
$270K – – –
SPWG
325
Syntegra Private Wealth Group
Missouri
$269K -$497K -19,835 -65%
11 12
13
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