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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 %
Kovitz Investment Group Partners
326
Kovitz Investment Group Partners
Illinois
$242K – – –
PP
327
Postrock Partners
Oregon
$242K – – –
LNB
328
Ledyard National Bank
$240K – – –
MA
329
MKT Advisors
California
$237K +$151 +6 +0.1%
AA
330
Ancora Advisors
Ohio
$231K +$50 +2 +0%
MCM
331
Marathon Capital Management
Maryland
$231K -$256K -10,175 Closed
CFCI
332
Comprehensive Financial Consultants Institutional
Indiana
$225K -$234K – –
GS
333
GTS Securities
New York
$223K +$223K +8,851 New
WE
334
Wealth Effects
Massachusetts
$220K – – –
Corient Private Wealth
335
Corient Private Wealth
Florida
$217K -$216K – –
TWM
336
Trinity Wealth Management
Pennsylvania
$215K – – –
AA
337
Addison Advisors
Vermont
$214K +$6.04K +240 +3%
MAG
338
M3 Advisory Group
Massachusetts
$213K – – –
PTC
339
Private Trust Company
Ohio
$210K +$3.93K +156 +2%
SWA
340
Sightline Wealth Advisors
Connecticut
$210K -$21.4K -848 -9%
PIM
341
Penobscot Investment Management
Massachusetts
$203K -$5.04K -200 -2%
ATC
342
Adirondack Trust Company
New York
$202K +$957 +38 +0.5%
Neuberger Berman Group
343
Neuberger Berman Group
New York
$202K -$264K -10,475 -57%
AA
344
Alesco Advisors
New York
$201K – – –
ADL
345
Asset Dedication LLC
California
$191K – – –
OHWP
346
Oak Harbor Wealth Partners
North Carolina
$184K +$20.7K +821 +13%
EWA
347
Elevate Wealth Advisory
Georgia
$169K +$70.1K +2,784 +71%
FFA
348
Farther Finance Advisors
California
$169K +$86.4K +3,433 +105%
WSFS
349
Wilmington Savings Fund Society
Delaware
$156K – – –
BCM
350
Boreal Capital Management
Florida
$154K – – –
12 13
14
15 16