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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.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
+46
Holders Change %
+16.49%
% of All Funds
4.76%
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 Holding Trade Value Shares
Change 		Shares
Change %
VWM
126
Valley Wealth Managers
New Jersey
$2.17M +$5.82K +235 +0.3%
Goldman Sachs
127
Goldman Sachs
New York
$2.17M +$2.17M +87,511 New
IWC
128
Integrated Wealth Concepts
Massachusetts
$2.11M +$314K +12,670 +17%
IF
129
Ironwood Financial
Arizona
$2.1M +$503K +20,328 +31%
CSPAM
130
Cary Street Partners Asset Management
Virginia
$2.08M -$380K -15,362 -15%
PWP
131
Precedent Wealth Partners
Texas
$2.07M +$2.07M +83,753 New
FFIC
132
First Fiduciary Investment Counsel
Ohio
$2.04M -$2.1K -85 -0.1%
Wealth Enhancement Advisory Services
133
Wealth Enhancement Advisory Services
Minnesota
$2.03M +$330K +13,335 +19%
PSIWM
134
Paradigm Strategies in Wealth Management
Minnesota
$1.99M +$131K +5,310 +7%
HH
135
Hilltop Holdings
Texas
$1.96M +$1.14M +45,862 +138%
CPIA
136
Cornell Pochily Investment Advisors
New York
$1.94M +$10.7K +433 +0.6%
AWM
137
AE Wealth Management
Kansas
$1.94M -$313K -12,626 -14%
MIH
138
Meitav Investment House
Israel
$1.9M -$98.2K -3,977 -5%
FFG
139
Foundry Financial Group
New Hampshire
$1.88M +$1.88M +75,909 New
MA
140
MONECO Advisors
Connecticut
$1.81M +$633K +25,566 +54%
AAS
141
Avantax Advisory Services
Texas
$1.77M +$1.05M +42,287 +145%
Deutsche Bank
142
Deutsche Bank
Germany
$1.76M +$826K +33,344 +88%
NDSI
143
Newman Dignan & Sheerar Inc
Rhode Island
$1.69M +$562K +22,709 +50%
MTWM
144
Masso Torrence Wealth Management
New Jersey
$1.69M +$313K +12,642 +23%
CCM
145
Coldstream Capital Management
Washington
$1.68M +$85.8K +3,464 +5%
ANTB
146
AMG National Trust Bank
Colorado
$1.65M +$1.15M +46,359 +229%
PA
147
Parallel Advisors
California
$1.63M +$1.46M +58,806 +820%
PA
148
Probity Advisors
Texas
$1.63M +$1.63M +65,819 New
SC
149
Savant Capital
Illinois
$1.59M -$302K -12,188 -16%
PFM
150
Phillips Financial Management
Indiana
$1.57M +$481K +19,419 +44%
4 5
6
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