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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 %
MFG
76
Merit Financial Group
Georgia
$6.64M +$5.65M +224,550 +576%
CCWA
77
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.56M +$1.1M +43,624 +20%
HFRG
78
Houlihan Financial Resource Group
Virginia
$6.42M -$237K -9,397 -4%
TF
79
TLWM Financial
Texas
$6.24M -$137K -5,441 -2%
UCFA
80
United Capital Financial Advisors
Texas
$6.16M +$118K +4,668 +2%
FBB
81
Fulton Breakefield Broenniman
Maryland
$5.94M -$500K -19,852 -8%
IWC
82
Integrated Wealth Concepts
Massachusetts
$5.85M +$753K +29,910 +15%
HA
83
Hamel Associates
New Jersey
$5.68M -$243K -9,665 -4%
Cetera Investment Advisers
84
Cetera Investment Advisers
Illinois
$5.37M -$248K -9,864 -4%
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$5.35M -$562K -22,311 -10%
AWM
86
AE Wealth Management
Kansas
$5.28M +$878K +34,884 +20%
AUB
87
Atlantic Union Bankshares
Virginia
$5.14M +$5.14M +204,261 New
ACP
88
Aviance Capital Partners
Florida
$5.13M +$159K +6,316 +3%
MA
89
MONECO Advisors
Connecticut
$5.07M +$146K +5,783 +3%
AI
90
Atria Investments
North Carolina
$5M -$69.5K -2,759 -1%
Stifel Financial
91
Stifel Financial
Missouri
$5M -$268K -10,645 -5%
SCA
92
Snowden Capital Advisors
New York
$4.98M -$4.92M – –
PA
93
Parallel Advisors
California
$4.89M +$433K +17,187 +10%
SWA
94
Sax Wealth Advisors
New Jersey
$4.76M -$244K -9,699 -5%
CBT
95
Crews Bank & Trust
Florida
$4.63M -$83K -3,295 -2%
NEPWA
96
New England Private Wealth Advisors
Massachusetts
$4.61M -$1.94M -77,201 -30%
KF
97
Krilogy Financial
Missouri
$4.56M +$1.29M +51,276 +40%
GPA
98
Guidance Point Advisors
Massachusetts
$4.55M -$4.05M – –
VWMG
99
Virginia Wealth Management Group
Virginia
$4.51M +$113K +4,480 +3%
IAN
100
Integrated Advisors Network
Texas
$4.49M -$5.8M -230,414 -56%
2 3
4
5 6