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iShares iBonds Dec 2025 Term Corporate ETF
IBDQ

Overview Fund Activity

386 hedge funds and large institutions have $3.16B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 185 increasing their positions, 88 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
+24
Holders Change %
+6.63%
% of All Funds
5.14%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.28%
New
58
Increased
185
Reduced
88
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
$32.4M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$23.2M
3
MGIA
Matthew Goff Investment Advisor
Texas
$24.8M
4
NC
NovaPoint Capital
Georgia
$12.4M
5
Morgan Stanley
Morgan Stanley
New York
$103M

Top Sellers

1
Lido Advisors
Lido Advisors
California
$46.2M
2
SWP
Stratos Wealth Partners
Ohio
$34.8M
3
HighTower Advisors
HighTower Advisors
Illinois
$16.7M
4
Koshinski Asset Management
Koshinski Asset Management
Illinois
$846M
5
BWFA
Baltimore-Washington Financial Advisors
Maryland
$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCCM
201
Timber Creek Capital Management
Massachusetts
$1.21M – – –
MBT
202
Montecito Bank & Trust
California
$1.2M +$123K +4,895 +11%
RWP
203
Reliant Wealth Planning
Kentucky
$1.19M +$402K +16,051 +51%
CTWM
204
Cherry Tree Wealth Management
Minnesota
$1.19M – – –
EWS
205
Evergreen Wealth Solutions
Pennsylvania
$1.16M +$639K +25,525 +124%
TC
206
TFR Capital
Texas
$1.13M +$1.13M +45,144 New
SCM
207
Steele Capital Management
Iowa
$1.11M -$150K -5,983 -12%
TWC
208
TD Waterhouse Canada
Ontario, Canada
$1.11M +$13.5K +537 +1%
IAIM
209
International Assets Investment Management
Florida
$1.11M +$1.11M +44,112 New
HBT
210
Heartland Bank & Trust
Illinois
$1.1M +$380K +15,167 +53%
RW
211
REDW Wealth
New Mexico
$1.1M -$221K -8,810 -17%
Rockefeller Capital Management
212
Rockefeller Capital Management
New York
$1.07M -$451K -18,016 -30%
BBW
213
Blue Barn Wealth
Utah
$1.07M +$855K +34,135 +404%
FNB
214
Farmers National Bank
Kentucky
$1.06M +$1.06M +42,460 New
First Manhattan
215
First Manhattan
New York
$1.06M +$489K +19,512 +85%
MFG
216
Merit Financial Group
Georgia
$1.06M +$654K +26,117 +160%
PIS
217
POM Investment Strategies
North Carolina
$1.06M +$1.06M +42,393 New
SC
218
Savant Capital
Illinois
$1.03M -$417K -16,627 -29%
BC
219
Barrett & Company
Rhode Island
$1.01M +$2K +80 +0.2%
RBC
220
Roble Belko & Company
Pennsylvania
$1.01M +$115K +4,593 +13%
NDSI
221
Newman Dignan & Sheerar Inc
Rhode Island
$1,000K -$89.4K -3,569 -8%
HS
222
Horan Securities
United States
$995K -$47.5K -1,898 -5%
CPRC
223
Consolidated Portfolio Review Corp
New York
$985K +$80.6K +3,217 +9%
BSAM
224
Blue Square Asset Management
New York
$984K -$5.04K -201 -0.5%
CFS
225
Cannon Financial Strategists
Georgia
$957K +$12.3K +490 +1%
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