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iShares iBonds Dec 2025 Term Corporate ETF
IBDQ

Overview Fund Activity

260 hedge funds and large institutions have $1.62B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 129 increasing their positions, 67 reducing their positions, and 15 closing their positions.

Holders
260
Holders Change
+7
Holders Change %
+2.77%
% of All Funds
4.1%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.14%
New
23
Increased
129
Reduced
67
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HFRG
1
Houlihan Financial Resource Group
Virginia
$125M
2
NA
2
NewEdge Advisors
Louisiana
$58.6M
3
KTM
3
Keeler Thomas Management
Utah
$14.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$77.7M
5
CAI
5
Capital Advisors Inc
Oklahoma
$73.9M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$4.38M
2
CIM
2
Corda Investment Management
Texas
$26.4M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$18.5M
4
ACM
4
Advisors Capital Management
New Jersey
$11.7M
5
RHP
5
Royal Harbor Partners
Texas
$428K
Name Market Value Shares Shares
Change 		Shares
Change %
VVP
76
Venture Visionary Partners
Ohio
– – – –
UCFA
77
United Capital Financial Advisors
Texas
$3.85M 157,927 +37,450 +31%
KF
78
Krilogy Financial
Missouri
$3.59M 147,296 +825 +0.6%
CIM
79
Confluence Investment Management
Missouri
$3.55M 145,765 +4,394 +3%
HCA
80
Heck Capital Advisors
Wisconsin
$3.37M 138,291 -5,960 -4%
ABC
81
Associated Banc-Corp
Wisconsin
$3.23M 132,555 +3,531 +3%
4FG
82
4Thought Financial Group
New York
$3.22M 132,044 +4,457 +3%
NG
83
Northstar Group
New York
– – – –
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$3.14M 128,973 -2,017 -2%
VWMG
85
Virginia Wealth Management Group
Virginia
$3.09M 126,855 +2,140 +2%
LB
86
Leo Brokerage
Texas
$3.08M 126,143 +47,936 +61%
KNW
87
Kesler Norman & Wride
Utah
$3.05M 125,169 -4,492 -3%
LWANC
88
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.93M 120,081 -2,434 -2%
GPA
89
Guidance Point Advisors
Massachusetts
– – – –
FWMM
90
Foundation Wealth Management (Missouri)
Missouri
– – – –
HPC
91
HM Payson & Co
Maine
$2.76M 113,392 +113,392 New
PAG
92
Private Advisor Group
New Jersey
$2.59M 106,099 +12,600 +13%
Bank of New York Mellon
93
Bank of New York Mellon
New York
$2.58M 105,767 +7,013 +7%
DSA
94
Droms Strauss Advisors
Missouri
$2.56M 105,346 +10,635 +11%
JPMorgan Chase & Co
95
JPMorgan Chase & Co
New York
$2.53M 103,619 -300 -0.3%
ADL
96
Asset Dedication LLC
California
$2.48M 102,518 +2,670 +3%
Jane Street
97
Jane Street
New York
$2.37M 97,149 -233,185 -71%
SCG
98
Sonata Capital Group
Washington
$2.35M 96,329 -1,200 -1%
MIH
99
Meitav Investment House
Israel
$2.24M 92,049 -2,678 -3%
VWM
100
Valley Wealth Managers
New Jersey
$2.22M 91,050 +2,071 +2%
2 3
4
5 6