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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 %
TF
51
TLWM Financial
Texas
$6.58M 270,096 -1,624 -0.6%
Mariner
52
Mariner
Kansas
$6.27M 256,992 +18,048 +8%
LWM
53
Lyell Wealth Management
California
$6.1M 250,105 +23,020 +10%
Truist Financial
54
Truist Financial
North Carolina
$6.1M 250,099 +6,617 +3%
HCM
55
Howland Capital Management
Massachusetts
$6.07M 248,986 +78,600 +46%
LIM
56
Leavell Investment Management
Alabama
$6.06M 248,413 +24,130 +11%
PWS
57
Peloton Wealth Strategists
Indiana
$5.98M 245,260 +12,110 +5%
BWFA
58
Baltimore-Washington Financial Advisors
Maryland
– – – –
AIA
59
Arcadia Investment Advisors
Idaho
$5.8M 237,990 -1,717 -0.7%
ICG
60
InterOcean Capital Group
Tennessee
$5.71M 234,411 +59,136 +34%
SG
61
Strid Group
Pennsylvania
$5.56M 228,061 +24,748 +12%
IA
62
IFP Advisors
Florida
$5.5M 225,781 -32,239 -12%
SSB
63
Sandy Spring Bank
Maryland
$5.33M 218,605 +6,737 +3%
ACP
64
Aviance Capital Partners
Florida
$5.17M 212,264 -3,142 -1%
KAS
65
Kestra Advisory Services
Texas
$5.12M 209,891 +52,987 +34%
FCA
66
FinTrust Capital Advisors
South Carolina
$5.08M 208,875 – –
AWS
67
Atria Wealth Solutions
New York
$5.06M 207,546 +8,166 +4%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$4.97M 203,799 -72,830 -26%
IF
69
IRON Financial
Illinois
$4.63M 189,717 +545 +0.3%
PWM
70
Praetorian Wealth Management
California
$4.57M 187,293 +3,233 +2%
EWA
71
EP Wealth Advisors
California
$4.38M 1,986 -274,697 -99%
AF
72
Allworth Financial
California
$4.23M 173,629 -3,599 -2%
CA
73
CGN Advisors
Kansas
$4.17M 171,049 +10,766 +7%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$3.97M 162,631 +12,225 +8%
OAJ
75
Ogorek Anthony Joseph
New York
$3.96M 162,540 +91,150 +128%
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