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iShares iBonds Dec 2025 Term Corporate ETF
IBDQ

Overview Fund Activity

279 hedge funds and large institutions have $1.7B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 137 increasing their positions, 53 reducing their positions, and 18 closing their positions.

Holders
279
Holders Change
+19
Holders Change %
+7.31%
% of All Funds
4.45%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.21%
New
44
Increased
137
Reduced
53
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GBWM
1
Granite Bay Wealth Management
New Hampshire
$105M
2
HPC
2
HM Payson & Co
Maine
$41.7M
3
SPWG
3
Syntegra Private Wealth Group
Missouri
$18.8M
4
Ameriprise
4
Ameriprise
Minnesota
$49.7M
5
NA
5
NewEdge Advisors
Louisiana
$69.4M

Top Sellers

1
HFRG
1
Houlihan Financial Resource Group
Virginia
$5.53M
2
SL
2
Summitry LLC
California
$0
3
KTM
3
Keeler Thomas Management
Utah
$14.9M
4
ACM
4
Advisors Capital Management
New Jersey
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$33.6M
Name Market Value Shares Shares
Change 		Shares
Change %
CTA
176
Chesley Taft & Associates
Illinois
$717K 29,425 +3,325 +13%
AAS
177
Avantax Advisory Services
Texas
$712K 29,196 +11,624 +66%
MMHP
178
Murphy Middleton Hinkle & Parker
Georgia
$705K 28,926 -1,113 -4%
CPRC
179
Consolidated Portfolio Review Corp
New York
$701K 28,748 +346 +1%
WP
180
WealthSource Partners
California
$655K 26,892 +12,261 +84%
TB
181
Treynor Bancshares
Iowa
$646K 26,507 +94 +0.4%
SWP
182
Summit Wealth Partners
Florida
$637K 26,125 +5,238 +25%
DWT
183
Dorsey & Whitney Trust
South Dakota
$634K 26,000 – –
VA
184
Valmark Advisers
Ohio
– – – –
CTWM
185
Cherry Tree Wealth Management
Minnesota
$588K 24,124 +2,325 +11%
CIAS
186
CFS Investment Advisory Services
New Jersey
$555K 22,766 -9,477 -29%
DWM
187
Dakota Wealth Management
Florida
$553K 22,700 – –
RBC
188
Roble Belko & Company
Pennsylvania
$544K 22,321 +3,481 +18%
RWP
189
Reliant Wealth Planning
Kentucky
$542K 22,250 +22,250 New
AM
190
Atwater Malick
Pennsylvania
$531K 21,803 – –
JHCP
191
Jackson Hole Capital Partners
Oklahoma
$528K 21,658 – –
OC
192
Oppenheimer & Co
New York
$525K 21,529 +1,160 +6%
TFS
193
Thoroughbred Financial Services
Tennessee
$515K 21,164 +4,783 +29%
CWM
194
Cornerstone Wealth Management
Missouri
$509K 20,873 +2,113 +11%
DP
195
Dearborn Partners
Illinois
$502K 20,604 +20,604 New
ANTB
196
AMG National Trust Bank
Colorado
$494K 20,277 +5,343 +36%
1WM
197
1900 Wealth Management
Texas
$484K 19,865 +223 +1%
Koshinski Asset Management
198
Koshinski Asset Management
Illinois
$459K 18,825 +18,825 New
PJSIMP
199
P.J. Schmidt Investment Management (PJS)
Wisconsin
$453K 18,633 +836 +5%
LF
200
Lee Financial
Texas
$451K 18,500 +18,500 New
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8
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