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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 %
CIA
126
Covington Investment Advisors
Pennsylvania
$1.37M 56,217 +1,285 +2%
CCM
127
Coldstream Capital Management
Washington
$1.35M 55,179 +6,922 +14%
AMM
128
American Money Management
California
$1.34M 54,970 +4 +0%
NB
129
Northwest Bancshares
Pennsylvania
$1.33M 54,356 -222 -0.4%
MTWM
130
Masso Torrence Wealth Management
New Jersey
$1.3M 53,446 +2,784 +5%
EW
131
Element Wealth
Mississippi
$1.29M 52,977 +6,427 +14%
MA
132
MONECO Advisors
Connecticut
$1.15M 46,988 +4,521 +11%
NDSI
133
Newman Dignan & Sheerar Inc
Rhode Island
$1.12M 45,972 -2,006 -4%
Carson Wealth (CWM LLC)
134
Carson Wealth (CWM LLC)
Nebraska
$1.07M 43,908 +13,193 +43%
DE
135
Day & Ennis
Georgia
$1.07M 43,868 +172 +0.4%
PFM
136
Phillips Financial Management
Indiana
$1.07M 43,789 +481 +1%
CA
137
Cetera Advisors
Colorado
$1.05M 43,200 +1,290 +3%
NC
138
NovaPoint Capital
Georgia
$1.05M 43,120 +771 +2%
ECM
139
Exchange Capital Management
Michigan
$1.03M 42,433 -1,217 -3%
LNC
140
Lincoln National Corp
Pennsylvania
$1.03M 42,291 +42,291 New
MGIA
141
Matthew Goff Investment Advisor
Texas
$986K 40,453 +23,935 +145%
SWM
142
Segment Wealth Management
Texas
$981K 40,223 +70 +0.2%
MSWM
143
McGlone Suttner Wealth Management
Wisconsin
$979K 40,153 +12,852 +47%
FNB
144
Farmers National Bank
Kentucky
$970K 39,787 +2,869 +8%
HIA
145
Harbor Investment Advisory
Maryland
$949K 38,933 +372 +1%
PGAM
146
Princeton Global Asset Management
New Jersey
$921K 37,781 -1,433 -4%
BC
147
Barrett & Company
Rhode Island
$921K 37,770 -15,490 -29%
MWM
148
Maltin Wealth Management
New Jersey
$885K 36,312 -6,685 -16%
BSAM
149
Blue Square Asset Management
New York
– – – –
Cetera Investment Advisers
150
Cetera Investment Advisers
Illinois
$848K 34,780 +23,891 +219%
4 5
6
7 8