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iShares iBonds Dec 2025 Term Corporate ETF
IBDQ

Overview Fund Activity

279 hedge funds and large institutions have $1.7B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 137 increasing their positions, 53 reducing their positions, and 18 closing their positions.

Holders
279
Holders Change
+19
Holders Change %
+7.31%
% of All Funds
4.45%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.21%
New
44
Increased
137
Reduced
53
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GBWM
1
Granite Bay Wealth Management
New Hampshire
$105M
2
HPC
2
HM Payson & Co
Maine
$41.7M
3
SPWG
3
Syntegra Private Wealth Group
Missouri
$18.8M
4
Ameriprise
4
Ameriprise
Minnesota
$49.7M
5
NA
5
NewEdge Advisors
Louisiana
$69.4M

Top Sellers

1
HFRG
1
Houlihan Financial Resource Group
Virginia
$5.53M
2
SL
2
Summitry LLC
California
$0
3
KTM
3
Keeler Thomas Management
Utah
$14.9M
4
ACM
4
Advisors Capital Management
New Jersey
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$33.6M
Name Market Value Shares Shares
Change 		Shares
Change %
SWA
101
Sax Wealth Advisors
New Jersey
$2.62M 107,354 +19,399 +22%
DSA
102
Droms Strauss Advisors
Missouri
$2.58M 105,937 +591 +0.6%
CCWA
103
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.56M 105,147 +18,443 +21%
BEI
104
Benjamin Edwards Inc
Missouri
$2.46M 100,986 +10,165 +11%
ADL
105
Asset Dedication LLC
California
$2.45M 101,872 -646 -0.6%
JPMorgan Chase & Co
106
JPMorgan Chase & Co
New York
$2.44M 100,004 -3,615 -3%
WI
107
WrapManager Inc
California
$2.44M 99,973 +9,100 +10%
CSPAM
108
Cary Street Partners Asset Management
Virginia
$2.42M 99,439 +9,898 +11%
SCG
109
Sonata Capital Group
Washington
$2.35M 96,329 – –
ACS
110
Archford Capital Strategies
Illinois
$2.26M 92,698 +5,203 +6%
MIFH
111
Migdal Insurance & Financial Holdings
Israel
$2.22M 91,064 +10,058 +12%
AWM
112
AE Wealth Management
Kansas
$2.21M 90,631 +78,133 +625%
AI
113
Atria Investments
North Carolina
– – – –
MAS
114
Madden Advisory Services
Florida
$2.18M 89,496 +69,017 +337%
MML Investors Services
115
MML Investors Services
Massachusetts
$2.14M 87,893 +1,308 +2%
VWM
116
Valley Wealth Managers
New Jersey
$2.13M 87,409 -3,641 -4%
NEPWA
117
New England Private Wealth Advisors
Massachusetts
– – -22,813 Closed
FFIC
118
First Fiduciary Investment Counsel
Ohio
$2.01M 82,455 +650 +0.8%
MIH
119
Meitav Investment House
Israel
$1.97M 80,902 -11,147 -12%
CPIA
120
Cornell Pochily Investment Advisors
New York
$1.9M 78,113 +4,164 +6%
SC
121
Savant Capital
Illinois
$1.86M 76,289 -2,081 -3%
PSIWM
122
Paradigm Strategies in Wealth Management
Minnesota
$1.83M 75,263 +62,841 +506%
SAG
123
SageView Advisory Group
California
$1.83M 74,999 -1,307 -2%
IWC
124
Integrated Wealth Concepts
Massachusetts
$1.77M 72,729 +1,101 +2%
Wealth Enhancement Advisory Services
125
Wealth Enhancement Advisory Services
Minnesota
$1.67M 68,474 +68,474 New
3 4
5
6 7