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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
1
Renaissance Technologies
New York
$32.4M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$23.2M
3
MGIA
3
Matthew Goff Investment Advisor
Texas
$24.8M
4
NC
4
NovaPoint Capital
Georgia
$12.4M
5
Morgan Stanley
5
Morgan Stanley
New York
$103M

Top Sellers

1
Lido Advisors
1
Lido Advisors
California
$46.2M
2
SWP
2
Stratos Wealth Partners
Ohio
$34.8M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$16.7M
4
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$846M
5
BWFA
5
Baltimore-Washington Financial Advisors
Maryland
$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
351
Private Trust Company
Ohio
$202K -$150 -6 -0.1%
AA
352
Alesco Advisors
New York
$200K +$200K +8,000 New
HI
353
Harbour Investments
Wisconsin
$188K -$15.7K -625 -8%
WSFS
354
Wilmington Savings Fund Society
Delaware
$155K +$155K +6,200 New
BWL
355
Bogart Wealth LLC
Virginia
$154K +$50 +2 +0%
LWCFA
356
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$151K -$37.7K -1,500 -20%
FRA
357
Front Row Advisors
California
$146K – – –
PWA
358
Physician Wealth Advisors
Utah
$145K +$145K +5,804 New
OHWP
359
Oak Harbor Wealth Partners
North Carolina
$142K +$150 +6 +0.1%
KHC
360
Koesten Hirschmann & Crabtree
Kansas
$127K – – –
PB
361
Pinnacle Bancorp
Nebraska
$126K +$45.6K +1,822 +57%
CT
362
Coastline Trust
Rhode Island
$106K – – –
MCA
363
Maryland Capital Advisors
Maryland
$100K -$51K -2,034 -34%
EWA
364
Elevate Wealth Advisory
Georgia
$98.3K – – –
PNC Financial Services Group
365
PNC Financial Services Group
Pennsylvania
$96.5K +$95.3K +3,804 +7,608%
CFO
366
CVA Family Office
Colorado
$96.1K – – –
HWA
367
HHM Wealth Advisors
Tennessee
$92.7K – – –
FFA
368
Farther Finance Advisors
California
$91.9K -$413K -16,506 -82%
TC
369
Trust Company
Kansas
$88.6K – – –
AIM
370
Anchor Investment Management
South Carolina
$85.9K – – –
FHA
371
First Horizon Advisors
Tennessee
$76.9K +$5.64K +225 +8%
LB
372
Legacy Bridge
Iowa
$72.8K +$7.52K +300 +12%
MCM
373
MAI Capital Management
Ohio
$55.8K +$55.8K +2,229 New
EPW
374
Evergreen Private Wealth
Colorado
$52.3K – – –
GWM
375
Geneos Wealth Management
Colorado
$51.9K +$50 +2 +0.1%
13 14
15
16 17