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iShares iBonds Dec 2025 Term Corporate ETF
IBDQ

Overview Fund Activity

260 hedge funds and large institutions have $1.62B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 129 increasing their positions, 67 reducing their positions, and 15 closing their positions.

Holders
260
Holders Change
+7
Holders Change %
+2.77%
% of All Funds
4.1%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.14%
New
23
Increased
129
Reduced
67
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HFRG
1
Houlihan Financial Resource Group
Virginia
$125M
2
NA
2
NewEdge Advisors
Louisiana
$58.6M
3
KTM
3
Keeler Thomas Management
Utah
$14.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$77.7M
5
CAI
5
Capital Advisors Inc
Oklahoma
$73.9M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$4.38M
2
CIM
2
Corda Investment Management
Texas
$26.4M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$18.5M
4
ACM
4
Advisors Capital Management
New Jersey
$11.7M
5
RHP
5
Royal Harbor Partners
Texas
$428K
Name Market Value Shares Shares
Change 		Shares
Change %
NEPWA
176
New England Private Wealth Advisors
Massachusetts
$556K 22,813 +179 +0.8%
DWM
177
Dakota Wealth Management
Florida
$553K 22,700 – –
AM
178
Atwater Malick
Pennsylvania
$532K 21,803 +1,230 +6%
KTC
179
Kistler-Tiffany Companies
Pennsylvania
$531K 21,800 -1,800 -8%
CTWM
180
Cherry Tree Wealth Management
Minnesota
$531K 21,799 +21,799 New
JHCP
181
Jackson Hole Capital Partners
Oklahoma
$528K 21,658 -1,000 -4%
Deutsche Bank
182
Deutsche Bank
Germany
$521K 21,376 – –
SWP
183
Summit Wealth Partners
Florida
$509K 20,887 +3,670 +21%
CAN
184
Cetera Advisor Networks
California
$507K 20,792 +1,747 +9%
BSSFA
185
Baron Silver Stevens Financial Advisors
Florida
– – – –
MAS
186
Madden Advisory Services
Florida
$499K 20,479 +800 +4%
OC
187
Oppenheimer & Co
New York
$497K 20,369 +298 +1%
1WM
188
1900 Wealth Management
Texas
$479K 19,642 +19,642 New
GGI
189
Godsey & Gibb Inc
Virginia
$463K 18,990 -5,425 -22%
RBC
190
Roble Belko & Company
Pennsylvania
$459K 18,840 – –
CWM
191
Cornerstone Wealth Management
Missouri
$457K 18,760 +1,167 +7%
CCM
192
Crew Capital Management
Ohio
$451K 18,497 +18,497 New
VA
193
Valmark Advisers
Ohio
– – – –
PB
194
Pinnacle Bancorp
Nebraska
$447K 18,319 – –
SCA
195
Snowden Capital Advisors
New York
– – – –
APP
196
Avantax Planning Partners
Iowa
$439K 17,999 +23 +0.1%
PJSIMP
197
P.J. Schmidt Investment Management (PJS)
Wisconsin
$435K 17,797 -1,149 -6%
AAS
198
Avantax Advisory Services
Texas
$428K 17,572 -2,334 -12%
RHP
199
Royal Harbor Partners
Texas
$428K 17,545 -504,864 -97%
SS
200
Sunbelt Securities
Texas
$426K 17,463 -500 -3%
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