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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 %
WI
101
WrapManager Inc
California
$2.22M 90,873 +1,013 +1%
BEI
102
Benjamin Edwards Inc
Missouri
$2.21M 90,821 -681 -0.7%
CSPAM
103
Cary Street Partners Asset Management
Virginia
$2.18M 89,541 +12,840 +17%
SWA
104
Sax Wealth Advisors
New Jersey
$2.14M 87,955 +56,075 +176%
ACS
105
Archford Capital Strategies
Illinois
$2.14M 87,495 +13,319 +18%
CCWA
106
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.11M 86,704 +12,637 +17%
MML Investors Services
107
MML Investors Services
Massachusetts
$2.11M 86,585 +11,177 +15%
FFIC
108
First Fiduciary Investment Counsel
Ohio
$1.99M 81,805 -1,495 -2%
MIFH
109
Migdal Insurance & Financial Holdings
Israel
$1.98M 81,006 +81,006 New
SC
110
Savant Capital
Illinois
$1.91M 78,370 -29,344 -27%
SAG
111
SageView Advisory Group
California
$1.86M 76,306 +4,022 +6%
CPIA
112
Cornell Pochily Investment Advisors
New York
$1.8M 73,949 +6,029 +9%
CWM
113
Centric Wealth Management
Illinois
$1.79M 73,476 +1,692 +2%
IWC
114
Integrated Wealth Concepts
Massachusetts
$1.75M 71,628 -4,080 -5%
Lido Advisors
115
Lido Advisors
California
– – – –
GBWM
116
Granite Bay Wealth Management
New Hampshire
$1.51M 61,800 +28,900 +88%
WWM
117
WJ Wealth Management
Arizona
$1.5M 61,656 -48,019 -44%
SPC
118
Sigma Planning Corp
Michigan
$1.48M 60,762 +23,557 +63%
IF
119
Ironwood Financial
Arizona
$1.43M 58,586 +3,773 +7%
AI
120
Atria Investments
North Carolina
– – – –
RFN
121
Redwood Financial Network
Ohio
$1.41M 57,949 +294 +0.5%
RWM
122
Ritholtz Wealth Management
New York
$1.41M 57,908 -7,503 -11%
4WM
123
4J Wealth Management
Virginia
$1.4M 57,222 +25,151 +78%
CSPIA
124
Cary Street Partners Investment Advisory
Virginia
$1.38M 56,702 +3,860 +7%
MCCP
125
Mission Creek Capital Partners
California
$1.38M 56,510 -23,358 -29%
3 4
5
6 7