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iShares iBonds Dec 2025 Term Corporate ETF
IBDQ

Overview Fund Activity

362 hedge funds and large institutions have $2.05B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 185 increasing their positions, 88 reducing their positions, and 24 closing their positions.

Holders
362
Holders Change
+7
Holders Change %
+1.97%
% of All Funds
5.24%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.22%
New
35
Increased
185
Reduced
88
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SVWAG
1
Sound View Wealth Advisors Group
Georgia
$40.1M
2
RA
2
Ruggaard & Associates
Ohio
$12.9M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$17.7M
4
MGIA
4
Matthew Goff Investment Advisor
Texas
$11.6M
5
BEI
5
Benjamin Edwards Inc
Missouri
$10.2M

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$7.22M
2
Bank of America
2
Bank of America
North Carolina
$163M
3
Stifel Financial
3
Stifel Financial
Missouri
$10.9M
4
NA
4
NewEdge Advisors
Louisiana
$25.2M
5
CIM
5
Confluence Investment Management
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FCM
126
Fortis Capital Management
Washington
$2.96M 117,935 -10,187 -8%
FWMM
127
Foundation Wealth Management (Missouri)
Missouri
$2.96M 117,772 +1,825 +2%
SCG
128
Sonata Capital Group
Washington
$2.94M 117,004 +117,004 New
HCA
129
Heck Capital Advisors
Wisconsin
$2.88M 114,792 +3,002 +3%
AI
130
Atria Investments
North Carolina
$2.74M 109,137 -7,829 -7%
CL
131
COWA LLC
Oklahoma
$2.68M 106,882 +106,882 New
EWM
132
Executive Wealth Management
Michigan
$2.68M 106,862 +80,102 +299%
GI
133
GAMMA Investing
California
$2.68M 106,819 +67,916 +175%
SFB
134
STAR Financial Bank
Indiana
$2.62M 104,390 +17,189 +20%
ST
135
Sabal Trust
Florida
$2.58M 102,778 +38,426 +60%
VA
136
Valmark Advisers
Ohio
– – – –
SP
137
Stonebrook Private
Michigan
$2.51M 99,810 +27,681 +38%
ACM
138
Advance Capital Management
Michigan
$2.5M 99,614 +3,900 +4%
Wealth Enhancement Advisory Services
139
Wealth Enhancement Advisory Services
Minnesota
$2.5M 99,435 +22,296 +29%
CSPIA
140
Cary Street Partners Investment Advisory
Virginia
$2.48M 98,987 +1,142 +1%
LF
141
LifePlan Financial
Minnesota
$2.47M 98,301 +1,911 +2%
PFM
142
Phillips Financial Management
Indiana
$2.37M 94,310 +1,506 +2%
HH
143
Hilltop Holdings
Texas
$2.35M 93,585 +3,964 +4%
ACS
144
Archford Capital Strategies
Illinois
$2.34M 93,252 -1,103 -1%
WCP
145
Wick Capital Partners
Pennsylvania
$2.33M 92,785 -11,111 -11%
SMC
146
Smith, Moore & Co
Missouri
$2.24M 89,070 +1,925 +2%
FFIC
147
First Fiduciary Investment Counsel
Ohio
$2.18M 86,847 -4,878 -5%
VWM
148
Valley Wealth Managers
New Jersey
$2.15M 85,791 -285 -0.3%
EIA
149
Eldridge Investment Advisors
New Hampshire
$2.13M 84,692 +1,256 +2%
FFG
150
Foundry Financial Group
New Hampshire
$2.06M 81,875 +1,430 +2%
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