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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 %
PIMG
201
Patriot Investment Management Group
Tennessee
$422K 17,300 – –
WFA
202
Wells Financial Advisors
Massachusetts
$413K 16,930 -1,780 -10%
VNA
203
Valley National Advisers
Pennsylvania
$406K 16,621 +13 +0.1%
WJA
204
Willis Johnson & Associates
Texas
$401K 16,440 – –
TFS
205
Thoroughbred Financial Services
Tennessee
$399K 16,381 +2,366 +17%
SPIA
206
Steward Partners Investment Advisory
New York
$394K 16,152 -1,077 -6%
OCAM
207
Onex Canada Asset Management
Ontario, Canada
$375K 15,373 – –
RSWM
208
Robertson Stephens Wealth Management
California
– – – –
ANTB
209
AMG National Trust Bank
Colorado
$364K 14,934 – –
PCIA
210
Prime Capital Investment Advisors
Kansas
$357K 14,657 +14,657 New
WP
211
WealthSource Partners
California
$357K 14,631 +6,221 +74%
MA
212
Mutual Advisors
Nebraska
$354K 14,524 -443 -3%
GAM
213
Gould Asset Management
California
$352K 14,425 +650 +5%
SL
214
SWMG LLC
Texas
$337K 13,826 -147 -1%
FCM
215
Fortis Capital Management
Washington
$327K 13,407 +13,407 New
JAG
216
Journey Advisory Group
Kentucky
$326K 13,388 – –
Renaissance Technologies
217
Renaissance Technologies
New York
$324K 13,300 -84,201 -86%
BONH
218
Bank of New Hampshire
New Hampshire
$312K 12,805 – –
BSG
219
Black Swift Group
Colorado
$310K 12,700 +3,000 +31%
EGA
220
E&G Advisors
Texas
$305K 12,500 – –
AWM
221
AE Wealth Management
Kansas
$305K 12,498 +3,160 +34%
PSIWM
222
Paradigm Strategies in Wealth Management
Minnesota
$303K 12,422 +3,920 +46%
WA
223
Waterford Advisors
New York
$300K 12,323 – –
LSA
224
L & S Advisors
California
$299K 12,269 -5,452 -31%
HWM
225
Horizons Wealth Management
North Carolina
$292K 11,977 – –
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9
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