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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 %
CTA
176
Chesley Taft & Associates
Illinois
$1.13M +$61.4K +2,475 +6%
CAN
177
Cetera Advisor Networks
California
$1.12M +$229K +9,218 +26%
APW
178
Austin Private Wealth
Texas
$1.12M +$293K +11,836 +36%
HIA
179
Harbor Investment Advisory
Maryland
$1.11M +$105K +4,248 +10%
WIC
180
Woodmont Investment Counsel
Tennessee
$1.08M -$16.1M -650,854 -94%
BL
181
Balentine LLC
Georgia
$1.08M +$850K +34,250 +375%
FNB
182
Farmers National Bank
Kentucky
$1.07M +$45K +1,814 +4%
WCG
183
Weaver Consulting Group
California
$1.06M +$116K +4,685 +12%
GBWM
184
Granite Bay Wealth Management
New Hampshire
$1.04M -$82.4M -3,320,992 -99%
BC
185
Barrett & Company
Rhode Island
$1.01M +$2.58K +104 +0.3%
CTWM
186
Cherry Tree Wealth Management
Minnesota
$1M +$112K +4,501 +13%
AMM
187
American Money Management
California
$1M -$278K -11,221 -22%
HS
188
Horan Securities
United States
$941K +$44K +1,772 +5%
CFS
189
Cannon Financial Strategists
Georgia
$918K +$41.3K +1,666 +5%
BSAM
190
Blue Square Asset Management
New York
$901K -$909K -36,722 Closed
RFC
191
Regions Financial Corp
Alabama
$882K +$96.8K +3,900 +12%
RBC
192
Roble Belko & Company
Pennsylvania
$865K +$25 +1 +0%
FMWA
193
Forvis Mazars Wealth Advisors
Missouri
$849K -$848K – –
LNC
194
Lincoln National Corp
Pennsylvania
$847K -$331K -13,355 -28%
BFG
195
Beacon Financial Group
Texas
$806K +$276K +11,105 +52%
GAM
196
Gould Asset Management
California
$803K +$202K +8,145 +34%
PI
197
PFG Investments
New York
$793K +$793K +31,977 New
CPRC
198
Consolidated Portfolio Review Corp
New York
$788K +$38.9K +1,566 +5%
CSIA
199
Conrad Siegel Investment Advisors
Pennsylvania
$760K +$760K +30,616 New
SWP
200
Summit Wealth Partners
Florida
$754K – – –
6 7
8
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