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iShares iBonds Dec 2025 Term Corporate ETF
IBDQ

Overview Fund Activity

260 hedge funds and large institutions have $1.62B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 129 increasing their positions, 67 reducing their positions, and 15 closing their positions.

Holders
260
Holders Change
+7
Holders Change %
+2.77%
% of All Funds
4.1%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.14%
New
23
Increased
129
Reduced
67
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HFRG
1
Houlihan Financial Resource Group
Virginia
$125M
2
NA
2
NewEdge Advisors
Louisiana
$58.6M
3
KTM
3
Keeler Thomas Management
Utah
$14.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$77.7M
5
CAI
5
Capital Advisors Inc
Oklahoma
$73.9M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$4.38M
2
CIM
2
Corda Investment Management
Texas
$26.4M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$18.5M
4
ACM
4
Advisors Capital Management
New Jersey
$11.7M
5
RHP
5
Royal Harbor Partners
Texas
$428K
Name Market Value Shares Shares
Change 		Shares
Change %
KTM
26
Keeler Thomas Management
Utah
$14.3M 567,856 +567,856 New
CIA
27
Capital Investment Advisors
Georgia
$13.5M 554,421 +52,807 +11%
SWP
28
Stratos Wealth Partners
Ohio
– – – –
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$13.1M 535,621 +64,275 +14%
SAM
30
Summit Asset Management
Tennessee
$12.9M 531,025 +10,757 +2%
Osaic Holdings
31
Osaic Holdings
Arizona
$12.1M 497,578 -1,442 -0.3%
ACM
32
Advisors Capital Management
New Jersey
$11.7M 477,937 -636,845 -57%
MA
33
MCF Advisors
Kentucky
$11.6M 474,520 +2,517 +0.5%
RJA
34
Raymond James & Associates
Florida
$10.8M 442,802 -6,205 -1%
WCM
35
Windsor Capital Management
Arizona
– – – –
GT
36
Glenview Trust
Kentucky
$10.3M 420,476 +59,590 +17%
IAS
37
IMA Advisory Services
Colorado
$10.1M 413,697 +29,516 +8%
BMM
38
Buffington Mohr McNeal
Idaho
$9.97M 408,944 +16,702 +4%
BFEC
39
Benjamin F. Edwards & Company
Missouri
$9.71M 398,412 -53,459 -12%
CTC
40
Central Trust Company
Missouri
$9.24M 378,906 -155,383 -29%
PPWM
41
PFG Private Wealth Management
Florida
$8.56M 351,129 +29,321 +9%
BPA
42
Beacon Pointe Advisors
California
$8.38M 343,597 +43,663 +15%
AF
43
Arrow Financial
New York
$8.21M 336,874 +8,484 +3%
SWMG
44
Signature Wealth Management Group
Georgia
$8.19M 336,077 +127,657 +61%
GRP
45
Global Retirement Partners
California
$7.78M 319,155 +78,414 +33%
FBB
46
Fulton Breakefield Broenniman
Maryland
$7.23M 296,664 +6,116 +2%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$7.13M 292,447 +27,974 +11%
Creative Planning
48
Creative Planning
Kansas
$7.01M 287,569 +55,903 +24%
PRWA
49
Platte River Wealth Advisors
Colorado
$6.91M 283,420 +12,897 +5%
HA
50
Hamel Associates
New Jersey
$6.7M 274,707 +4,923 +2%
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