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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 %
ES
326
Eagle Strategies
New York
$268K +$4.63K +185 +2%
MCM
327
Marathon Capital Management
Maryland
$261K -$260K -10,350 Closed
SFG
328
Stonebridge Financial Group
Pennsylvania
$260K +$260K +10,379 New
MA
329
MKT Advisors
California
$259K -$34.8K -1,385 -12%
MOS
330
MGO One Seven
Ohio
$255K -$255K – –
SSWG
331
Seven Springs Wealth Group
Tennessee
$250K +$250K +9,988 New
CAM
332
Claret Asset Management
Quebec, Canada
$247K – – –
Kovitz Investment Group Partners
333
Kovitz Investment Group Partners
Illinois
$241K +$241K +9,623 New
PP
334
Postrock Partners
Oregon
$240K +$240K +9,600 New
LNB
335
Ledyard National Bank
$239K -$40.1K -1,600 -14%
CFCI
336
Comprehensive Financial Consultants Institutional
Indiana
$233K -$244K – –
PIM
337
Penobscot Investment Management
Massachusetts
$232K +$232K +9,250 New
Corient Private Wealth
338
Corient Private Wealth
Florida
$231K +$231K +8,600 New
AA
339
Ancora Advisors
Ohio
$230K +$37.1K +1,482 +19%
SL
340
SWMG LLC
Texas
$229K – – –
AA
341
Addison Advisors
Vermont
$227K +$17.9K +714 +9%
UCB
342
United Community Bank
South Carolina
$224K -$43.7K -1,743 -16%
RBFC
343
Roman Butler Fullerton & Co
Missouri
$221K -$219K – –
WE
344
Wealth Effects
Massachusetts
$219K – – –
SG
345
StoneX Group
New York
$218K +$2.43K +97 +1%
TWM
346
Trinity Wealth Management
Pennsylvania
$213K +$213K +8,522 New
ATC
347
Adirondack Trust Company
New York
$207K -$801 -32 -0.4%
WFA
348
Wells Financial Advisors
Massachusetts
$206K +$36.1K +1,440 +21%
CWS
349
Cypress Wealth Services
California
$205K – – –
Fisher Asset Management
350
Fisher Asset Management
Washington
$205K +$205K +8,173 New
12 13
14
15 16