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iShares iBonds Dec 2025 Term Corporate ETF
IBDQ

Overview Fund Activity

346 hedge funds and large institutions have $1.91B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 174 increasing their positions, 76 reducing their positions, and 20 closing their positions.

Holders
346
Holders Change
+21
Holders Change %
+6.46%
% of All Funds
5.02%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.19%
New
46
Increased
174
Reduced
76
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$59.3M
2
Bank of America
2
Bank of America
North Carolina
$180M
3
JAG
3
Journey Advisory Group
Kentucky
$12.1M
4
HPC
4
HM Payson & Co
Maine
$62.2M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$33.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$81.1M
2
GBWM
2
Granite Bay Wealth Management
New Hampshire
$1.04M
3
AG
3
AlTi Global
New York
$1.55M
4
NA
4
NewEdge Advisors
Louisiana
$38.4M
5
SL
5
Summitry LLC
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Renaissance Technologies
51
Renaissance Technologies
New York
$8.86M +$2.78M +112,191 +46%
SWMG
52
Signature Wealth Management Group
Georgia
$8.5M -$76.4K -3,091 -0.9%
CFS
53
Commonwealth Financial Services
West Virginia
$8.19M -$21.4K -864 -0.3%
Osaic Holdings
54
Osaic Holdings
Arizona
$7.93M -$2.58M -104,141 -25%
LWM
55
Lyell Wealth Management
California
$7.7M +$305K +12,280 +4%
PPWM
56
PFG Private Wealth Management
Florida
$7.49M -$373K -15,054 -5%
HA
57
Hamel Associates
New Jersey
$7.46M +$276K +11,114 +4%
LIM
58
Leavell Investment Management
Alabama
$7.39M +$110K +4,421 +2%
BWFA
59
Baltimore-Washington Financial Advisors
Maryland
$7.37M -$6.69M – –
AIA
60
Arcadia Investment Advisors
Idaho
$7.12M +$543K +21,890 +8%
KNW
61
Kesler Norman & Wride
Utah
$7.09M +$577K +23,247 +9%
FBB
62
Fulton Breakefield Broenniman
Maryland
$7.07M -$220K -8,883 -3%
AWS
63
Atria Wealth Solutions
New York
$6.93M +$14.4K +582 +0.2%
PWS
64
Peloton Wealth Strategists
Indiana
$6.82M +$195K +7,875 +3%
TF
65
TLWM Financial
Texas
$6.58M -$32.7K -1,318 -0.5%
HFRG
66
Houlihan Financial Resource Group
Virginia
$6.54M +$713K +28,742 +12%
AF
67
Allworth Financial
California
$6.45M -$1.33M -53,512 -17%
NG
68
Northstar Group
New York
$6.19M -$5.42M – –
SWM
69
Scissortail Wealth Management
Oklahoma
$6.17M -$10.6K -427 -0.2%
ICG
70
InterOcean Capital Group
Tennessee
$6.12M +$127K +5,129 +2%
IAS
71
IMA Advisory Services
Colorado
$6.03M -$1.8M -72,468 -23%
UCFA
72
United Capital Financial Advisors
Texas
$5.93M +$1.71K +69 +0%
IA
73
IFP Advisors
Florida
$5.8M +$248K +9,981 +4%
PRWA
74
Platte River Wealth Advisors
Colorado
$5.75M -$917K -36,953 -14%
SSB
75
Sandy Spring Bank
Maryland
$5.71M +$2.9K +117 +0.1%
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