IBDQ icon

iShares iBonds Dec 2025 Term Corporate ETF
IBDQ

Overview Fund Activity

362 hedge funds and large institutions have $2.05B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 185 increasing their positions, 88 reducing their positions, and 24 closing their positions.

Holders
362
Holders Change
+7
Holders Change %
+1.97%
% of All Funds
5.24%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.22%
New
35
Increased
185
Reduced
88
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SVWAG
1
Sound View Wealth Advisors Group
Georgia
$40.1M
2
RA
2
Ruggaard & Associates
Ohio
$12.9M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$17.7M
4
MGIA
4
Matthew Goff Investment Advisor
Texas
$11.6M
5
BEI
5
Benjamin Edwards Inc
Missouri
$10.2M

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$7.22M
2
Bank of America
2
Bank of America
North Carolina
$163M
3
Stifel Financial
3
Stifel Financial
Missouri
$10.9M
4
NA
4
NewEdge Advisors
Louisiana
$25.2M
5
CIM
5
Confluence Investment Management
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Focus Partners Wealth
51
Focus Partners Wealth
Massachusetts
$9.93M 395,785 +142,789 +56%
Osaic Holdings
52
Osaic Holdings
Arizona
$9.47M 377,161 +24,693 +7%
SWMG
53
Signature Wealth Management Group
Georgia
$8.79M 350,126 +3,604 +1%
AWS
54
Atria Wealth Solutions
New York
$8.7M 346,647 +45,059 +15%
LWM
55
Lyell Wealth Management
California
$8.33M 331,891 +21,858 +7%
BWFA
56
Baltimore-Washington Financial Advisors
Maryland
– – – –
JPMorgan Chase & Co
57
JPMorgan Chase & Co
New York
$8.13M 323,946 -19,342 -6%
FNT
58
First National Trust
Pennsylvania
$8.12M 323,442 +239,029 +283%
LIM
59
Leavell Investment Management
Alabama
$8.11M 322,947 +25,067 +8%
PPWM
60
PFG Private Wealth Management
Florida
$8.08M 321,722 +15,089 +5%
BMM
61
Buffington Mohr McNeal
Idaho
$7.94M 316,417 -169,500 -35%
WCM
62
Windsor Capital Management
Arizona
$7.71M 307,170 +8,381 +3%
KNW
63
Kesler Norman & Wride
Utah
$7.68M 305,929 +9,521 +3%
AIA
64
Arcadia Investment Advisors
Idaho
$7.68M 305,837 +10,856 +4%
HA
65
Hamel Associates
New Jersey
$7.46M 297,112 -1,975 -0.7%
NG
66
Northstar Group
New York
– – – –
SWM
67
Scissortail Wealth Management
Oklahoma
$7.22M 418 -255,291 -100%
IA
68
IFP Advisors
Florida
$7.17M 285,852 +36,537 +15%
PWS
69
Peloton Wealth Strategists
Indiana
$7.13M 284,125 +1,340 +0.5%
FBB
70
Fulton Breakefield Broenniman
Maryland
$6.94M 276,321 -3,835 -1%
HFRG
71
Houlihan Financial Resource Group
Virginia
$6.66M 265,444 -3,091 -1%
AF
72
Allworth Financial
California
$6.55M 261,092 -7,373 -3%
TF
73
TLWM Financial
Texas
$6.45M 257,013 +257,013 New
MAS
74
Madden Advisory Services
Florida
$6.35M 252,856 +52,912 +26%
MFIM
75
Mesirow Financial Investment Management
Illinois
$6.11M 243,439 -4,681 -2%
1 2
3
4 5