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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 %
MFIM
76
Mesirow Financial Investment Management
Illinois
$5.7M +$987K +39,798 +21%
FCA
77
FinTrust Capital Advisors
South Carolina
$5.65M -$46K -1,853 -0.8%
NEPWA
78
New England Private Wealth Advisors
Massachusetts
$5.27M +$5.27M +213,072 New
GAA
79
Global Assets Advisory
Florida
$5.1M +$5.1M +126,171 New
LWL
80
Leo Wealth LLC
Texas
$5.09M +$425K +17,125 +9%
LWANC
81
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.98M +$780K +31,434 +19%
PWM
82
Praetorian Wealth Management
California
$4.8M -$22.2K -896 -0.5%
EWA
83
EP Wealth Advisors
California
$4.79M -$55.6K -2,240 -1%
ACP
84
Aviance Capital Partners
Florida
$4.61M -$36K -1,452 -0.8%
MAS
85
Madden Advisory Services
Florida
$4.58M +$663K +26,730 +17%
IF
86
IRON Financial
Illinois
$4.55M +$6.03K +243 +0.1%
ADL
87
Asset Dedication LLC
California
$4.46M +$1.95M +78,996 +78%
Janney Montgomery Scott
88
Janney Montgomery Scott
Pennsylvania
$4.42M -$265K -10,681 -6%
PAG
89
Private Advisor Group
New Jersey
$4.32M +$676K +27,246 +19%
OAJ
90
Ogorek Anthony Joseph
New York
$4.31M +$32.1K +1,295 +0.8%
AAS
91
Avantax Advisory Services
Texas
$4.26M +$2.48M +100,123 +140%
MML Investors Services
92
MML Investors Services
Massachusetts
$4.16M +$175K +7,056 +4%
RRA
93
Round Rock Advisors
Connecticut
$4.09M +$1.03M +41,486 +34%
CCWA
94
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.04M -$1.93M -77,946 -32%
KF
95
Krilogy Financial
Missouri
$3.97M +$241K +9,731 +6%
HAC
96
Harbor Advisory Corp
New Hampshire
$3.92M – – –
SWA
97
Sax Wealth Advisors
New Jersey
$3.88M +$579K +23,324 +18%
DSA
98
Droms Strauss Advisors
Missouri
$3.84M +$1.17M +47,103 +44%
ST
99
Spinnaker Trust
Maine
$3.81M +$666K +26,837 +21%
CIM
100
Confluence Investment Management
Missouri
$3.73M +$46.9K +1,889 +1%
2 3
4
5 6