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iShares iBonds Dec 2025 Term Corporate ETF
IBDQ

Overview Fund Activity

253 hedge funds and large institutions have $1.46B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 128 increasing their positions, 50 reducing their positions, and 13 closing their positions.

Holders
253
Holders Change
+21
Holders Change %
+9.05%
% of All Funds
4.05%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.21%
New
38
Increased
128
Reduced
50
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
1
NewEdge Advisors
Louisiana
$44.2M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$16.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$66M
4
Bank of America
4
Bank of America
North Carolina
$157M
5
Stifel Financial
5
Stifel Financial
Missouri
$20.9M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$55.1M
2
SWP
2
Stratos Wealth Partners
Ohio
$12.5M
3
WCM
3
Windsor Capital Management
Arizona
$10.3M
4
RPSA
4
Richard P. Slaughter Associates
Texas
$0
5
WWM
5
WJ Wealth Management
Arizona
$2.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
51
IFP Advisors
Florida
$6.17M +$1.06M +44,230 +21%
Truist Financial
52
Truist Financial
North Carolina
$5.97M +$1.77M +71,954 +42%
GRP
53
Global Retirement Partners
California
$5.93M +$5.55M +225,597 +1,490%
AIA
54
Arcadia Investment Advisors
Idaho
$5.88M -$161K -6,547 -3%
Mariner
55
Mariner
Kansas
$5.86M +$847K +34,517 +17%
PWS
56
Peloton Wealth Strategists
Indiana
$5.72M +$327K +13,350 +6%
Creative Planning
57
Creative Planning
Kansas
$5.68M +$2.12M +86,363 +59%
LWM
58
Lyell Wealth Management
California
$5.57M +$186K +7,591 +3%
LIM
59
Leavell Investment Management
Alabama
$5.5M +$467K +19,054 +9%
ACP
60
Aviance Capital Partners
Florida
$5.28M -$92.5K -3,771 -2%
SSB
61
Sandy Spring Bank
Maryland
$5.2M +$124K +5,040 +2%
HFRG
62
Houlihan Financial Resource Group
Virginia
$5.18M +$941K +38,359 +22%
SWMG
63
Signature Wealth Management Group
Georgia
$5.11M +$174K +7,074 +4%
FCA
64
FinTrust Capital Advisors
South Carolina
$5.08M – – –
SG
65
Strid Group
Pennsylvania
$4.99M +$4.99M +203,313 New
AWS
66
Atria Wealth Solutions
New York
$4.89M +$4.89M +199,380 New
IF
67
IRON Financial
Illinois
$4.64M -$30.7K -1,250 -0.7%
WCP
68
Wick Capital Partners
Pennsylvania
$4.55M -$1.83M -74,545 -29%
PWM
69
Praetorian Wealth Management
California
$4.51M +$122K +4,972 +3%
AF
70
Allworth Financial
California
$4.35M +$78.2K +3,188 +2%
ICG
71
InterOcean Capital Group
Tennessee
$4.3M +$1.16M +47,096 +37%
HCM
72
Howland Capital Management
Massachusetts
$4.18M +$4.18M +170,386 New
RWP
73
Reliant Wealth Planning
Kentucky
$4.15M -$18.1K -737 -0.4%
GPA
74
Guidance Point Advisors
Massachusetts
$3.96M -$3.53M – –
CA
75
CGN Advisors
Kansas
$3.93M +$249K +10,160 +7%
1 2
3
4 5