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iShares iBonds Dec 2025 Term Corporate ETF
IBDQ

Overview Fund Activity

253 hedge funds and large institutions have $1.46B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 128 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+21
Holders Change %
+9.05%
% of All Funds
4.05%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.21%
New
38
Increased
128
Reduced
50
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
1
NewEdge Advisors
Louisiana
$44.2M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$16.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$66M
4
Bank of America
4
Bank of America
North Carolina
$157M
5
Stifel Financial
5
Stifel Financial
Missouri
$20.9M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$55.1M
2
SWP
2
Stratos Wealth Partners
Ohio
$12.5M
3
WCM
3
Windsor Capital Management
Arizona
$10.3M
4
RPSA
4
Richard P. Slaughter Associates
Texas
$0
5
WWM
5
WJ Wealth Management
Arizona
$2.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCAM
201
Onex Canada Asset Management
Ontario, Canada
$377K – – –
MA
202
Mutual Advisors
Nebraska
$367K +$22.2K +904 +6%
ANTB
203
AMG National Trust Bank
Colorado
$366K +$366K +14,934 New
CSIA
204
Conrad Siegel Investment Advisors
Pennsylvania
$343K +$1.74K +71 +0.5%
TFS
205
Thoroughbred Financial Services
Tennessee
$343K +$343K +14,015 New
SL
206
SWMG LLC
Texas
$343K +$27.3K +1,114 +9%
GAM
207
Gould Asset Management
California
$338K -$134K -5,460 -28%
JAG
208
Journey Advisory Group
Kentucky
$328K +$52.4K +2,138 +19%
RSWM
209
Robertson Stephens Wealth Management
California
$319K -$316K – –
BONH
210
Bank of New Hampshire
New Hampshire
$314K – – –
CWS
211
Cypress Wealth Services
California
$313K -$2.53K -103 -0.8%
EGA
212
E&G Advisors
Texas
$307K – – –
WA
213
Waterford Advisors
New York
$302K – – –
VA
214
Valmark Advisers
Ohio
$301K – – –
HWM
215
Horizons Wealth Management
North Carolina
$294K – – –
Kovitz Investment Group Partners
216
Kovitz Investment Group Partners
Illinois
$293K – – –
CCP
217
Cassia Capital Partners
North Carolina
$284K – – –
TTWM
218
TCV Trust & Wealth Management
Virginia
$278K – – –
KWM
219
Kingsview Wealth Management
Oregon
$278K +$17.9K +730 +7%
CFGS
220
Concourse Financial Group Securities
Alabama
$269K +$40.6K +1,654 +18%
Cetera Investment Advisers
221
Cetera Investment Advisers
Illinois
$267K +$17.6K +716 +7%
Thrivent Financial for Lutherans
222
Thrivent Financial for Lutherans
Minnesota
$267K +$267K +10,901 New
AC
223
AlphaCore Capital
California
$262K – – –
GP
224
Geneva Partners
Wisconsin
$253K -$310K -12,628 -55%
BSG
225
Black Swift Group
Colorado
$245K +$245K +9,700 New
7 8
9
10 11