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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.

New
Increased
Maintained
Reduced
Closed
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 %
SCI
151
Stableford Capital II
Arizona
$788K +$788K +32,412 New
4WM
152
4J Wealth Management
Virginia
$787K +$99.8K +4,067 +15%
SWA
153
Sax Wealth Advisors
New Jersey
$782K +$782K +31,880 New
GVAG
154
Great Valley Advisor Group
Delaware
$765K -$49K -2,000 -6%
FNT
155
First National Trust
Pennsylvania
$756K +$155K +6,317 +26%
Carson Wealth (CWM LLC)
156
Carson Wealth (CWM LLC)
Nebraska
$753K +$606K +24,736 +414%
RFC
157
Regions Financial Corp
Alabama
$749K +$109K +4,446 +17%
SL
158
Sentinus LLC
Illinois
$747K +$747K +30,450 New
FIB
159
First Interstate Bank
Montana
$741K +$345K +14,083 +87%
TB
160
Treynor Bancshares
Iowa
$731K +$1.35K +55 +0.2%
HS
161
Horan Securities
United States
$711K +$578K +23,543 +433%
CPRC
162
Consolidated Portfolio Review Corp
New York
$690K +$690K +28,110 New
AIM
163
Arcadia Investment Management
Michigan
$683K – – –
MSWM
164
McGlone Suttner Wealth Management
Wisconsin
$670K +$670K +27,301 New
DWT
165
Dorsey & Whitney Trust
South Dakota
$638K – – –
ATPW
166
Ashton Thomas Private Wealth
Arizona
$633K +$1.99K +81 +0.3%
SI
167
Stephens Inc
Arkansas
$620K – – –
GHA
168
Granite Harbor Advisors
Texas
$612K +$26.9K +1,097 +5%
CTA
169
Chesley Taft & Associates
Illinois
$608K +$226K +9,200 +59%
GGI
170
Godsey & Gibb Inc
Virginia
$599K -$1.19M -48,496 -67%
FMWA
171
Forvis Mazars Wealth Advisors
Missouri
$588K -$583K – –
KTC
172
Kistler-Tiffany Companies
Pennsylvania
$579K -$36.8K -1,500 -6%
DWM
173
Dakota Wealth Management
Florida
$557K – – –
JHCP
174
Jackson Hole Capital Partners
Oklahoma
$556K -$12.6K -512 -2%
NEPWA
175
New England Private Wealth Advisors
Massachusetts
$555K +$555K +22,634 New
5 6
7
8 9