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iShares iBonds Dec 2025 Term Corporate ETF
IBDQ

Overview Fund Activity

386 hedge funds and large institutions have $3.16B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 185 increasing their positions, 88 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
+24
Holders Change %
+6.63%
% of All Funds
5.14%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.28%
New
58
Increased
185
Reduced
88
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
$32.4M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$23.2M
3
MGIA
Matthew Goff Investment Advisor
Texas
$24.8M
4
NC
NovaPoint Capital
Georgia
$12.4M
5
Morgan Stanley
Morgan Stanley
New York
$103M

Top Sellers

1
Lido Advisors
Lido Advisors
California
$46.2M
2
SWP
Stratos Wealth Partners
Ohio
$34.8M
3
HighTower Advisors
HighTower Advisors
Illinois
$16.7M
4
Koshinski Asset Management
Koshinski Asset Management
Illinois
$846M
5
BWFA
Baltimore-Washington Financial Advisors
Maryland
$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFM
151
Phillips Financial Management
Indiana
$2.36M – – –
FFIC
152
First Fiduciary Investment Counsel
Ohio
$2.29M +$113K +4,505 +5%
ACS
153
Archford Capital Strategies
Illinois
$2.28M -$57.4K -2,290 -2%
WCP
154
Wick Capital Partners
Pennsylvania
$2.23M -$96.5K -3,851 -4%
PCIA
155
Prime Capital Investment Advisors
Kansas
$2.14M +$160K +6,388 +8%
VWM
156
Valley Wealth Managers
New Jersey
$2.13M -$23K -918 -1%
MWM
157
Modern Wealth Management
Kansas
$2.11M +$1.45M +57,818 +218%
HC
158
Hurley Capital
New York
$2.1M +$2.1M +83,723 New
CCM
159
Coldstream Capital Management
Washington
$2.06M +$56.3K +2,247 +3%
CPIA
160
Cornell Pochily Investment Advisors
New York
$2.03M +$23K +920 +1%
CIA
161
Covington Investment Advisors
Pennsylvania
$1.99M -$20K -800 -1%
RWM
162
Riverchase Wealth Management
Texas
$1.93M +$1.93M +77,026 New
Citadel Advisors
163
Citadel Advisors
Florida
$1.92M -$1.17M -46,857 -38%
FFG
164
Foundry Financial Group
New Hampshire
$1.9M -$152K -6,058 -7%
MTWM
165
Masso Torrence Wealth Management
New Jersey
$1.84M +$101K +4,030 +6%
FCM
166
Fortis Capital Management
Washington
$1.82M -$1.13M -45,111 -38%
CSP
167
Cary Street Partners
Virginia
$1.82M +$1.82M +72,631 New
KPWS
168
Kestra Private Wealth Services
Texas
$1.82M -$14.2K -565 -0.8%
4WM
169
4J Wealth Management
Virginia
$1.81M +$261K +10,409 +17%
CCA
170
Clearwater Capital Advisors
Illinois
$1.73M +$726K +28,992 +73%
MFA
171
Mayflower Financial Advisors
Massachusetts
$1.71M +$283K +11,285 +20%
PA
172
PSI Advisors
Florida
$1.71M -$32.4K -1,294 -2%
PGAM
173
Princeton Global Asset Management
New Jersey
$1.7M -$70.9K -2,831 -4%
BSSFA
174
Baron Silver Stevens Financial Advisors
Florida
$1.68M +$8.07K +322 +0.5%
PSIWM
175
Paradigm Strategies in Wealth Management
Minnesota
$1.64M +$1.64M +65,400 New
5 6
7
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