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iShares iBonds Dec 2025 Term Corporate ETF
IBDQ

Overview Fund Activity

279 hedge funds and large institutions have $1.7B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 137 increasing their positions, 53 reducing their positions, and 18 closing their positions.

Holders
279
Holders Change
+19
Holders Change %
+7.31%
% of All Funds
4.45%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.21%
New
44
Increased
137
Reduced
53
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GBWM
1
Granite Bay Wealth Management
New Hampshire
$105M
2
HPC
2
HM Payson & Co
Maine
$41.7M
3
SPWG
3
Syntegra Private Wealth Group
Missouri
$18.8M
4
Ameriprise
4
Ameriprise
Minnesota
$49.7M
5
NA
5
NewEdge Advisors
Louisiana
$69.4M

Top Sellers

1
HFRG
1
Houlihan Financial Resource Group
Virginia
$5.53M
2
SL
2
Summitry LLC
California
$0
3
KTM
3
Keeler Thomas Management
Utah
$14.9M
4
ACM
4
Advisors Capital Management
New Jersey
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$33.6M
Name Market Value Shares Shares
Change 		Shares
Change %
PRWA
51
Platte River Wealth Advisors
Colorado
$6.5M 266,550 -16,870 -6%
ICG
52
InterOcean Capital Group
Tennessee
$6.45M 264,677 +30,266 +13%
LWM
53
Lyell Wealth Management
California
$6.39M 262,151 +12,046 +5%
KAS
54
Kestra Advisory Services
Texas
$6.36M 260,947 +51,056 +24%
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$6.33M 259,874 +215,966 +492%
SG
56
Strid Group
Pennsylvania
$6.32M 259,498 +31,437 +14%
Mariner
57
Mariner
Kansas
$6.31M 258,801 +1,809 +0.7%
PWS
58
Peloton Wealth Strategists
Indiana
$6.25M 256,525 +11,265 +5%
BWFA
59
Baltimore-Washington Financial Advisors
Maryland
– – – –
AIA
60
Arcadia Investment Advisors
Idaho
$6.12M 251,061 +13,071 +5%
FCA
61
FinTrust Capital Advisors
South Carolina
$5.8M 238,133 +29,258 +14%
SWM
62
Scissortail Wealth Management
Oklahoma
$5.75M 236,003 +236,003 New
Truist Financial
63
Truist Financial
North Carolina
$5.61M 230,215 -19,884 -8%
SSB
64
Sandy Spring Bank
Maryland
$5.58M 229,155 +10,550 +5%
HFRG
65
Houlihan Financial Resource Group
Virginia
$5.53M 226,696 -4,882,695 -96%
AWS
66
Atria Wealth Solutions
New York
$5.39M 221,127 +13,581 +7%
CFS
67
Commonwealth Financial Services
West Virginia
$5.32M 218,256 +218,256 New
Jane Street
68
Jane Street
New York
$5.31M 217,971 +120,822 +124%
IA
69
IFP Advisors
Florida
$5.09M 208,715 -17,066 -8%
ACP
70
Aviance Capital Partners
Florida
$4.9M 201,128 -11,136 -5%
PWM
71
Praetorian Wealth Management
California
$4.65M 190,895 +3,602 +2%
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$4.61M 189,191 -14,608 -7%
Bank of New York Mellon
73
Bank of New York Mellon
New York
$4.59M 188,163 +82,396 +78%
IF
74
IRON Financial
Illinois
$4.54M 186,451 -3,266 -2%
EWA
75
EP Wealth Advisors
California
$4.37M 179,318 +177,332 +8,929%
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