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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 %
SF
151
Safeguard Financial
Wisconsin
$1.6M +$357K +14,408 +29%
VA
152
Valmark Advisers
Ohio
$1.6M -$672K – –
ANTB
153
AMG National Trust Bank
Colorado
$1.6M -$56K -2,257 -3%
PCIA
154
Prime Capital Investment Advisors
Kansas
$1.59M +$124K +4,996 +8%
SWA
155
Sightline Wealth Advisors
Connecticut
$1.57M +$32.7K +1,319 +2%
AG
156
AlTi Global
New York
$1.55M -$56.9M -60,900 -97%
SPC
157
Sigma Planning Corp
Michigan
$1.53M +$1.26M +50,805 +462%
SFS
158
Sowell Financial Services
Arkansas
$1.53M +$72.9K +2,938 +5%
NB
159
Northwest Bancshares
Pennsylvania
$1.51M +$242K +9,754 +19%
SWM
160
Segment Wealth Management
Texas
$1.5M +$149K +6,020 +11%
SC
161
Savant Capital
Illinois
$1.48M -$109K -4,397 -7%
PGAM
162
Princeton Global Asset Management
New Jersey
$1.45M +$326K +13,142 +29%
Susquehanna International Group
163
Susquehanna International Group
Pennsylvania
$1.45M +$1.45M +58,428 New
SP
164
Stonebrook Private
Michigan
$1.39M +$594K +23,929 +74%
BSSFA
165
Baron Silver Stevens Financial Advisors
Florida
$1.39M -$1.14M – –
EW
166
Element Wealth
Mississippi
$1.39M +$103K +4,167 +8%
RWM
167
Ritholtz Wealth Management
New York
$1.36M -$61K -2,460 -4%
NDSI
168
Newman Dignan & Sheerar Inc
Rhode Island
$1.35M -$340K -13,701 -20%
PA
169
PSI Advisors
Florida
$1.32M +$155K +6,256 +13%
RFN
170
Redwood Financial Network
Ohio
$1.28M +$70.2K +2,830 +6%
KFAA
171
Klaas Financial Asset Advisors
Illinois
$1.24M -$54.1K -2,181 -4%
SFO
172
Stokes Family Office
Louisiana
$1.24M – – –
ECM
173
Exchange Capital Management
Michigan
$1.24M +$182K +7,347 +17%
NC
174
NovaPoint Capital
Georgia
$1.2M +$171K +6,897 +17%
KPWS
175
Kestra Private Wealth Services
Texas
$1.18M +$401K +16,144 +51%
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