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iShares iBonds Dec 2025 Term Corporate ETF
IBDQ

Overview Fund Activity

325 hedge funds and large institutions have $2.02B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2023 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 156 increasing their positions, 64 reducing their positions, and 15 closing their positions.

Holders
325
Holders Change
+46
Holders Change %
+16.49%
% of All Funds
4.77%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.21%
New
63
Increased
156
Reduced
64
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$191M
2
KCM
2
Kathmere Capital Management
Pennsylvania
$23.2M
3
SL
3
Summitry LLC
California
$20.1M
4
KTM
4
Keeler Thomas Management
Utah
$15.1M
5
Mariner
5
Mariner
Kansas
$21.5M

Top Sellers

1
CAI
1
Capital Advisors Inc
Oklahoma
$41M
2
GBWM
2
Granite Bay Wealth Management
New Hampshire
$82.4M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$10.8M
4
SPWG
4
Syntegra Private Wealth Group
Missouri
$19.2M
5
GA
5
Gateway Advisory
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SWMG
51
Signature Wealth Management Group
Georgia
$8.59M 346,869 +346,869 New
KAS
52
Kestra Advisory Services
Texas
$8.38M 338,409 +77,462 +30%
CFS
53
Commonwealth Financial Services
West Virginia
$8.21M 331,597 +113,341 +52%
GRP
54
Global Retirement Partners
California
$7.95M 320,520 -16,647 -5%
PPWM
55
PFG Private Wealth Management
Florida
$7.85M 316,845 -69,093 -18%
IAS
56
IMA Advisory Services
Colorado
$7.82M 315,696 -65,070 -17%
AF
57
Allworth Financial
California
$7.76M 313,500 +137,357 +78%
SCA
58
Snowden Capital Advisors
New York
– – – –
LWM
59
Lyell Wealth Management
California
$7.38M 298,228 +36,077 +14%
SG
60
Strid Group
Pennsylvania
$7.34M 296,447 +36,949 +14%
FBB
61
Fulton Breakefield Broenniman
Maryland
$7.27M 293,664 +2,210 +0.8%
LIM
62
Leavell Investment Management
Alabama
$7.26M 293,230 +25,190 +9%
DE
63
Day & Ennis
Georgia
$7.19M 290,332 +248,479 +594%
HA
64
Hamel Associates
New Jersey
$7.17M 289,741 +7,405 +3%
AWS
65
Atria Wealth Solutions
New York
$6.9M 278,877 +57,750 +26%
BWFA
66
Baltimore-Washington Financial Advisors
Maryland
– – – –
PRWA
67
Platte River Wealth Advisors
Colorado
$6.66M 268,886 +2,336 +0.9%
PWS
68
Peloton Wealth Strategists
Indiana
$6.61M 266,910 +10,385 +4%
TF
69
TLWM Financial
Texas
$6.6M 266,359 -1,428 -0.5%
AIA
70
Arcadia Investment Advisors
Idaho
$6.56M 264,927 +13,866 +6%
KNW
71
Kesler Norman & Wride
Utah
$6.5M 262,388 +109,517 +72%
SWM
72
Scissortail Wealth Management
Oklahoma
$6.19M 249,262 +13,259 +6%
Renaissance Technologies
73
Renaissance Technologies
New York
$6.07M 245,010 +245,010 New
ICG
74
InterOcean Capital Group
Tennessee
$5.98M 241,542 -23,135 -9%
CCWA
75
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.96M 240,884 +135,737 +129%
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