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iShares iBonds Dec 2025 Term Corporate ETF
IBDQ

Overview Fund Activity

253 hedge funds and large institutions have $1.46B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 128 increasing their positions, 50 reducing their positions, and 13 closing their positions.

Holders
253
Holders Change
+21
Holders Change %
+9.05%
% of All Funds
4.05%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.21%
New
38
Increased
128
Reduced
50
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
1
NewEdge Advisors
Louisiana
$44.2M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$16.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$66M
4
Bank of America
4
Bank of America
North Carolina
$157M
5
Stifel Financial
5
Stifel Financial
Missouri
$20.9M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$55.1M
2
SWP
2
Stratos Wealth Partners
Ohio
$12.5M
3
WCM
3
Windsor Capital Management
Arizona
$10.3M
4
RPSA
4
Richard P. Slaughter Associates
Texas
$0
5
WWM
5
WJ Wealth Management
Arizona
$2.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
MTWM
126
Masso Torrence Wealth Management
New Jersey
$1.24M +$150K +6,109 +14%
CCM
127
Coldstream Capital Management
Washington
$1.18M +$61.4K +2,503 +5%
NDSI
128
Newman Dignan & Sheerar Inc
Rhode Island
$1.18M +$37.3K +1,519 +3%
EW
129
Element Wealth
Mississippi
$1.14M +$680K +27,722 +147%
DE
130
Day & Ennis
Georgia
$1.07M +$2.7K +110 +0.3%
ECM
131
Exchange Capital Management
Michigan
$1.07M -$9.37K -382 -0.9%
PFM
132
Phillips Financial Management
Indiana
$1.06M +$1.06M +43,308 New
MWM
133
Maltin Wealth Management
New Jersey
$1.05M -$1.23M -50,128 -54%
MA
134
MONECO Advisors
Connecticut
$1.04M +$1.04M +42,467 New
NC
135
NovaPoint Capital
Georgia
$1.04M +$1.45K +59 +0.1%
CA
136
Cetera Advisors
Colorado
$1.03M +$99.6K +4,062 +11%
BWM
137
BerganKDV Wealth Management
Minnesota
$1.02M +$77.3K +3,150 +8%
BSAM
138
Blue Square Asset Management
New York
$989K -$844K – –
SWM
139
Segment Wealth Management
Texas
$985K +$188K +7,660 +24%
PGAM
140
Princeton Global Asset Management
New Jersey
$962K +$353K +14,401 +58%
HIA
141
Harbor Investment Advisory
Maryland
$946K – – –
SPC
142
Sigma Planning Corp
Michigan
$913K +$245K +9,992 +37%
LNC
143
Lincoln National Corp
Pennsylvania
$907K – – –
FNB
144
Farmers National Bank
Kentucky
$906K +$52.2K +2,126 +6%
Rockefeller Capital Management
145
Rockefeller Capital Management
New York
$876K -$18.1K -738 -2%
CIAS
146
CFS Investment Advisory Services
New Jersey
$855K +$12.9K +527 +2%
SFO
147
Stokes Family Office
Louisiana
$834K – – –
SF
148
Safeguard Financial
Wisconsin
$830K +$35K +1,429 +4%
MMHP
149
Murphy Middleton Hinkle & Parker
Georgia
$825K -$5.08K -207 -0.6%
GBWM
150
Granite Bay Wealth Management
New Hampshire
$807K +$807K +32,900 New
4 5
6
7 8