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iShares iBonds Dec 2025 Term Corporate ETF
IBDQ

Overview Fund Activity

325 hedge funds and large institutions have $2.02B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2023 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 156 increasing their positions, 64 reducing their positions, and 15 closing their positions.

Holders
325
Holders Change
+46
Holders Change %
+16.49%
% of All Funds
4.77%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.21%
New
63
Increased
156
Reduced
64
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$191M
2
KCM
2
Kathmere Capital Management
Pennsylvania
$23.2M
3
SL
3
Summitry LLC
California
$20.1M
4
KTM
4
Keeler Thomas Management
Utah
$15.1M
5
Mariner
5
Mariner
Kansas
$21.5M

Top Sellers

1
CAI
1
Capital Advisors Inc
Oklahoma
$41M
2
GBWM
2
Granite Bay Wealth Management
New Hampshire
$82.4M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$10.8M
4
SPWG
4
Syntegra Private Wealth Group
Missouri
$19.2M
5
GA
5
Gateway Advisory
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AI
101
Atria Investments
North Carolina
$3.38M 136,576 +136,576 New
SWA
102
Sax Wealth Advisors
New Jersey
$3.3M 133,179 +25,825 +24%
WP
103
WealthSource Partners
California
$3.29M 132,858 +105,966 +394%
WCP
104
Wick Capital Partners
Pennsylvania
$3.25M 131,260 +6,772 +5%
VWMG
105
Virginia Wealth Management Group
Virginia
$3.24M 130,905 -2,325 -2%
ST
106
Spinnaker Trust
Maine
$3.14M 126,752 +75,925 +149%
RRA
107
Round Rock Advisors
Connecticut
$3.05M 123,370 +123,370 New
Cambridge Investment Research Advisors
108
Cambridge Investment Research Advisors
Iowa
$3.04M 122,867 +12,739 +12%
4FG
109
4Thought Financial Group
New York
$2.92M 117,743 -9,086 -7%
HCA
110
Heck Capital Advisors
Wisconsin
$2.9M 117,054 -11,329 -9%
FWMM
111
Foundation Wealth Management (Missouri)
Missouri
– – – –
ABC
112
Associated Banc-Corp
Wisconsin
$2.77M 111,989 -4,723 -4%
WI
113
WrapManager Inc
California
$2.74M 110,808 +10,835 +11%
BAM
114
Beaumont Asset Management
Texas
$2.72M 109,748 +109,748 New
DSA
115
Droms Strauss Advisors
Missouri
$2.67M 107,786 +1,849 +2%
JPMorgan Chase & Co
116
JPMorgan Chase & Co
New York
$2.53M 102,323 +2,319 +2%
EPW
117
Evergreen Private Wealth
Colorado
$2.51M 101,233 +101,233 New
ADL
118
Asset Dedication LLC
California
$2.48M 101,639 -233 -0.2%
SCG
119
Sonata Capital Group
Washington
$2.47M 99,619 +3,290 +3%
MIFH
120
Migdal Insurance & Financial Holdings
Israel
$2.37M 95,500 +4,436 +5%
BEI
121
Benjamin Edwards Inc
Missouri
$2.36M 95,418 -5,568 -6%
ACS
122
Archford Capital Strategies
Illinois
$2.31M 93,462 +764 +0.8%
FCM
123
Fortis Capital Management
Washington
$2.3M 92,722 +58,764 +173%
LF
124
LifePlan Financial
Minnesota
$2.26M 91,332 +91,332 New
BSG
125
Black Swift Group
Colorado
$2.18M 87,860 +28,660 +48%
3 4
5
6 7