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iShares iBonds Dec 2025 Term Corporate ETF
IBDQ

Overview Fund Activity

346 hedge funds and large institutions have $1.91B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 174 increasing their positions, 76 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
346
Holders Change
+21
Holders Change %
+6.46%
% of All Funds
5.02%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.19%
New
46
Increased
174
Reduced
76
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$59.3M
2
Bank of America
Bank of America
North Carolina
$180M
3
JAG
Journey Advisory Group
Kentucky
$12.1M
4
HPC
HM Payson & Co
Maine
$62.2M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$33.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$81.1M
2
GBWM
Granite Bay Wealth Management
New Hampshire
$1.04M
3
AG
AlTi Global
New York
$1.55M
4
NA
NewEdge Advisors
Louisiana
$38.4M
5
SL
Summitry LLC
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LF
126
LifePlan Financial
Minnesota
$2.35M +$83.9K +3,382 +4%
FCM
127
Fortis Capital Management
Washington
$2.3M -$5.14K -207 -0.2%
ACS
128
Archford Capital Strategies
Illinois
$2.25M -$68.2K -2,750 -3%
IF
129
Ironwood Financial
Arizona
$2.24M +$135K +5,439 +6%
FFIC
130
First Fiduciary Investment Counsel
Ohio
$2.21M +$166K +6,695 +8%
IWC
131
Integrated Wealth Concepts
Massachusetts
$2.16M +$43.1K +1,737 +2%
VWM
132
Valley Wealth Managers
New Jersey
$2.1M -$75.5K -3,045 -3%
HH
133
Hilltop Holdings
Texas
$2.08M +$117K +4,716 +6%
Thrivent Financial for Lutherans
134
Thrivent Financial for Lutherans
Minnesota
$2.08M +$620K +24,977 +43%
FFG
135
Foundry Financial Group
New Hampshire
$2.04M +$158K +6,381 +8%
Wealth Enhancement Advisory Services
136
Wealth Enhancement Advisory Services
Minnesota
$1.99M -$35.2K -1,420 -2%
MTWM
137
Masso Torrence Wealth Management
New Jersey
$1.95M +$264K +10,624 +16%
FNT
138
First National Trust
Pennsylvania
$1.95M +$478K +19,281 +33%
CCM
139
Coldstream Capital Management
Washington
$1.94M +$261K +10,501 +16%
ACM
140
Advance Capital Management
Michigan
$1.94M +$1.94M +78,164 New
CPIA
141
Cornell Pochily Investment Advisors
New York
$1.93M -$19.2K -774 -1%
PFM
142
Phillips Financial Management
Indiana
$1.93M +$358K +14,437 +23%
CSPAM
143
Cary Street Partners Asset Management
Virginia
$1.89M -$193K -7,766 -9%
SMC
144
Smith, Moore & Co
Missouri
$1.88M +$1.15M +46,512 +158%
MSWM
145
McGlone Suttner Wealth Management
Wisconsin
$1.88M +$429K +17,278 +30%
PSIWM
146
Paradigm Strategies in Wealth Management
Minnesota
$1.86M -$136K -5,483 -7%
CIA
147
Covington Investment Advisors
Pennsylvania
$1.85M +$404K +16,270 +28%
MIH
148
Meitav Investment House
Israel
$1.79M -$114K -4,614 -6%
CA
149
Cetera Advisors
Colorado
$1.77M +$589K +23,753 +50%
4WM
150
4J Wealth Management
Virginia
$1.62M +$238K +9,598 +17%
4 5
6
7 8