IBDQ icon

iShares iBonds Dec 2025 Term Corporate ETF
IBDQ

Overview Fund Activity

387 hedge funds and large institutions have $2.24B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 127 increasing their positions, 156 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
-7
Holders Change %
-1.78%
% of All Funds
5.19%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.23%
New
24
Increased
127
Reduced
156
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWANC
1
Laurel Wealth Advisors (North Carolina)
North Carolina
$207M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$21M
3
CWM
3
Congress Wealth Management
Massachusetts
$12.9M
4
Citadel Advisors
4
Citadel Advisors
Florida
$11.1M
5
BWFA
5
Baltimore-Washington Financial Advisors
Maryland
$9.13M

Top Sellers

1
Lido Advisors
1
Lido Advisors
California
$74.9M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$11.8M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$14.9M
4
SWP
4
Stratos Wealth Partners
Ohio
$32.9M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
301
Calton & Associates
Florida
$325K -$31.4K -1,248 -9%
VFIC
302
Valley Forge Investment Consultants
Pennsylvania
$323K +$3.3K +131 +1%
GBWM
303
Granite Bay Wealth Management
New Hampshire
$322K – – –
SAS
304
SMI Advisory Services
Indiana
$321K +$321K +12,762 New
FAC
305
Financial Advisory Corporation
Michigan
$311K +$3.2K +127 +1%
RSWA
306
Robinson Smith Wealth Advisors
Maine
$307K -$70.6K -2,802 -19%
PWMG
307
Pinnacle Wealth Management Group
Michigan
$302K – – –
GC
308
Gilbert & Cook
Iowa
$299K – – –
WANY
309
Wealthspire Advisors (New York)
New York
$291K – – –
RSWM
310
Robertson Stephens Wealth Management
California
$284K -$256K – –
EGA
311
E&G Advisors
Texas
$277K -$12.6K -500 -4%
WIA
312
World Investment Advisors
California
$277K – – –
LPFG
313
Landing Point Financial Group
Ohio
$275K +$1.76K +70 +0.6%
ES
314
Eagle Strategies
New York
$271K +$1.18K +47 +0.4%
AIM
315
Arcadia Investment Management
Michigan
$271K -$75.5K -3,000 -22%
SPWG
316
Syntegra Private Wealth Group
Missouri
$270K – – –
HI
317
Harbour Investments
Wisconsin
$270K +$1.34K +53 +0.5%
AC
318
AlphaCore Capital
California
$269K – – –
HWM
319
Horizons Wealth Management
North Carolina
$268K -$34.8K -1,382 -12%
SFG
320
Stonebridge Financial Group
Pennsylvania
$261K – – –
BONH
321
Bank of New Hampshire
New Hampshire
$261K – – –
FDCP
322
Foster Dykema Cabot & Partners
Massachusetts
$252K – – –
SSWG
323
Seven Springs Wealth Group
Tennessee
$251K – – –
CAM
324
Claret Asset Management
Quebec, Canada
$249K +$249K +9,875 New
EFA
325
Edge Financial Advisors
Illinois
$243K – – –
11 12
13
14 15