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iShares iBonds Dec 2025 Term Corporate ETF
IBDQ

Overview Fund Activity

387 hedge funds and large institutions have $2.24B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 127 increasing their positions, 156 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
-7
Holders Change %
-1.78%
% of All Funds
5.19%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.23%
New
24
Increased
127
Reduced
156
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWANC
1
Laurel Wealth Advisors (North Carolina)
North Carolina
$207M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$21M
3
CWM
3
Congress Wealth Management
Massachusetts
$12.9M
4
Citadel Advisors
4
Citadel Advisors
Florida
$11.1M
5
BWFA
5
Baltimore-Washington Financial Advisors
Maryland
$9.13M

Top Sellers

1
Lido Advisors
1
Lido Advisors
California
$74.9M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$11.8M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$14.9M
4
SWP
4
Stratos Wealth Partners
Ohio
$32.9M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$11M -$4.22M -167,485 -28%
R
52
Rebalance
California
$11M +$176K +6,989 +2%
BPA
53
Beacon Pointe Advisors
California
$10.4M -$1.1M -43,695 -10%
BL
54
Balentine LLC
Georgia
$10.3M -$230K -9,146 -2%
EWA
55
EP Wealth Advisors
California
$9.52M +$4.56M +181,210 +92%
FNT
56
First National Trust
Pennsylvania
$9.25M – – –
SWMG
57
Signature Wealth Management Group
Georgia
$9.19M +$142K +5,632 +2%
BWFA
58
Baltimore-Washington Financial Advisors
Maryland
$9.13M +$9.13M +362,597 New
IA
59
IFP Advisors
Florida
$8.94M +$159K +6,303 +2%
LIM
60
Leavell Investment Management
Alabama
$8.74M -$1.25M -49,758 -13%
BAM
61
Beaumont Asset Management
Texas
$8.62M +$403K +15,998 +5%
NG
62
Northstar Group
New York
$8.56M -$8.62M – –
MAS
63
Madden Advisory Services
Florida
$8.36M +$635K +25,199 +8%
AIA
64
Arcadia Investment Advisors
Idaho
$8.03M -$635K -25,228 -7%
Wealth Enhancement Advisory Services
65
Wealth Enhancement Advisory Services
Minnesota
$8.02M -$167K -6,636 -2%
AWS
66
Atria Wealth Solutions
New York
$7.98M -$334K -13,248 -4%
SWM
67
Scissortail Wealth Management
Oklahoma
$7.96M +$205K +8,146 +3%
LWM
68
Lyell Wealth Management
California
$7.81M -$1.08M -42,873 -12%
I
69
InvesTrust
Oklahoma
$7.72M -$108K -4,281 -1%
AF
70
Allworth Financial
California
$7.42M -$170K -6,732 -2%
ST
71
Spinnaker Trust
Maine
$7.35M +$29.3K +1,164 +0.4%
PWS
72
Peloton Wealth Strategists
Indiana
$7.27M -$101K -4,000 -1%
Deutsche Bank
73
Deutsche Bank
Germany
$6.84M -$124K -4,911 -2%
NG
74
Novem Group
New York
$6.71M -$4.04M -160,323 -38%
KNW
75
Kesler Norman & Wride
Utah
$6.68M -$4.73M -187,793 -41%
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