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iShares iBonds Dec 2025 Term Corporate ETF
IBDQ

Overview Fund Activity

72 hedge funds and large institutions have $285M invested in iShares iBonds Dec 2025 Term Corporate ETF in 2018 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 18 reducing their positions, and 6 closing their positions.

Holders
72
Holders Change
+8
Holders Change %
+12.5%
% of All Funds
1.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
27
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$22.7M
2
SIC
2
Sigma Investment Counselors
Michigan
$5.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$13.2M
4
RFO
4
RiverGlades Family Offices
Florida
$1.95M
5
Wells Fargo
5
Wells Fargo
California
$13.8M

Top Sellers

1
TF
1
TLWM Financial
Texas
$5.97M
2
UCFA
2
United Capital Financial Advisors
Texas
$3.87M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.26M
4
CAI
4
Capital Advisors Inc
Oklahoma
$43.4M
5
Bank of America
5
Bank of America
North Carolina
$35.5M
Name Market Value Shares Shares
Change 		Shares
Change %
WF
51
WealthTrust Fairport
Ohio
$266K 11,257 – –
PAG
52
Private Advisor Group
New Jersey
– – – –
RBC
53
Roble Belko & Company
Pennsylvania
$250K 10,584 +10,584 New
SWM
54
Segment Wealth Management
Texas
$219K 9,300 – –
SVWA
55
Sound View Wealth Advisors
Georgia
$206K 8,710 +8,710 New
PCP
56
Proficio Capital Partners
Massachusetts
$159K 6,731 -125 -2%
GWA
57
Guidant Wealth Advisors
Illinois
$137K 5,818 +5,818 New
APA
58
American Portfolios Advisors
New York
$116K 4,900 +4,600 +1,533%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$98K 4,153 +4,153 New
LTFS
60
Ladenburg Thalmann Financial Services
Florida
$95K 4,032 +960 +31%
FRA
61
Front Row Advisors
California
$81K 3,415 – –
OAM
62
Oppenheimer Asset Management
New York
$73K 3,098 +3,098 New
LWANC
63
Laurel Wealth Advisors (North Carolina)
North Carolina
$64K 2,700 +2,700 New
NFG
64
Next Financial Group
Texas
$64K 2,708 +2,708 New
FGC
65
Financial Gravity Companies
Texas
$58K 2,404 +2,404 New
ADL
66
Asset Dedication LLC
California
$54K 2,386 +2,386 New
IA
67
IFP Advisors
Florida
$27K 1,134 -2,109 -65%
PB
68
Pinnacle Bancorp
Nebraska
$25K 1,060 +1,060 New
William Blair & Company
69
William Blair & Company
Illinois
$24K 1,000 – –
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$22K 937 -2,773 -75%
WAM
71
Wealthspire Advisors (Maryland)
Maryland
$11K 459 – –
Citigroup
72
Citigroup
New York
$9K 400 – –
AIC
73
Ameritas Investment Company
Nebraska
$7K 317 +317 New
ASN
74
Advisory Services Network
Georgia
$4K 182 – –
AIM
75
Anchor Investment Management
South Carolina
$1.89K 80 – –
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