IBDQ icon

iShares iBonds Dec 2025 Term Corporate ETF
IBDQ

Overview Fund Activity

325 hedge funds and large institutions have $2.02B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2023 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 156 increasing their positions, 64 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
+46
Holders Change %
+16.49%
% of All Funds
4.76%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.21%
New
63
Increased
156
Reduced
64
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$191M
2
KCM
Kathmere Capital Management
Pennsylvania
$23.2M
3
SL
Summitry LLC
California
$20.1M
4
KTM
Keeler Thomas Management
Utah
$15.1M
5
Mariner
Mariner
Kansas
$21.5M

Top Sellers

1
CAI
Capital Advisors Inc
Oklahoma
$41M
2
GBWM
Granite Bay Wealth Management
New Hampshire
$82.4M
3
HighTower Advisors
HighTower Advisors
Illinois
$10.8M
4
SPWG
Syntegra Private Wealth Group
Missouri
$19.2M
5
GA
Gateway Advisory
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BSSFA
176
Baron Silver Stevens Financial Advisors
Florida
$1.14M -$382K – –
PGAM
177
Princeton Global Asset Management
New Jersey
$1.13M +$74.1K +2,993 +7%
CTA
178
Chesley Taft & Associates
Illinois
$1.07M +$338K +13,632 +46%
ECM
179
Exchange Capital Management
Michigan
$1.05M – – –
NC
180
NovaPoint Capital
Georgia
$1.02M +$3.91K +158 +0.4%
FNB
181
Farmers National Bank
Kentucky
$1.02M -$12.8K -515 -1%
HIA
182
Harbor Investment Advisory
Maryland
$1M +$54.2K +2,191 +6%
BC
183
Barrett & Company
Rhode Island
$1M -$9.43K -381 -0.9%
WCG
184
Weaver Consulting Group
California
$939K +$707K +28,546 +304%
BSAM
185
Blue Square Asset Management
New York
$909K -$17.7K -713 -2%
HS
186
Horan Securities
United States
$895K +$16.2K +656 +2%
CAN
187
Cetera Advisor Networks
California
$891K +$56.2K +2,268 +7%
CTWM
188
Cherry Tree Wealth Management
Minnesota
$889K +$292K +11,775 +49%
CFS
189
Cannon Financial Strategists
Georgia
$875K +$10.2K +411 +1%
RBC
190
Roble Belko & Company
Pennsylvania
$864K +$311K +12,561 +56%
EIA
191
Eldridge Investment Advisors
New Hampshire
$855K +$626K +25,296 +274%
FMWA
192
Forvis Mazars Wealth Advisors
Missouri
$848K -$834K – –
APW
193
Austin Private Wealth
Texas
$823K +$823K +33,237 New
SP
194
Stonebrook Private
Michigan
$798K +$798K +32,250 New
RFC
195
Regions Financial Corp
Alabama
$784K +$11.4K +460 +1%
KPWS
196
Kestra Private Wealth Services
Texas
$778K +$352K +14,233 +83%
WC
197
Waterloo Capital
Texas
$760K +$760K +30,707 New
SWP
198
Summit Wealth Partners
Florida
$752K +$105K +4,257 +16%
SCM
199
Steele Capital Management
Iowa
$752K +$752K +30,364 New
TFS
200
Thoroughbred Financial Services
Tennessee
$750K +$226K +9,148 +43%
6 7
8
9 10