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iShares iBonds Dec 2025 Term Corporate ETF
IBDQ

Overview Fund Activity

72 hedge funds and large institutions have $285M invested in iShares iBonds Dec 2025 Term Corporate ETF in 2018 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 18 reducing their positions, and 6 closing their positions.

Holders
72
Holders Change
+8
Holders Change %
+12.5%
% of All Funds
1.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
27
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$22.7M
2
ACA
2
Aptus Capital Advisors
Alabama
$8.71M
3
SIC
3
Sigma Investment Counselors
Michigan
$5.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$13.2M
5
COI
5
Capital One Investing
Virginia
$1.98M

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$3.87M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$3.26M
3
CAI
3
Capital Advisors Inc
Oklahoma
$43.4M
4
Bank of America
4
Bank of America
North Carolina
$35.5M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CAI
1
Capital Advisors Inc
Oklahoma
$43.4M 1,840,901 -85,194 -4%
Bank of America
2
Bank of America
North Carolina
$35.5M 1,505,341 -78,974 -5%
MFWM
3
Motley Fool Wealth Management
Virginia
$25.6M 1,084,064 +158 +0%
UBS Group
4
UBS Group
Switzerland
$22.7M 961,226 +423,343 +79%
CIA
5
Capital Investment Advisors
Georgia
$20.9M 886,089 +28,765 +3%
Stifel Financial
6
Stifel Financial
Missouri
$18.6M 782,512 -30,668 -4%
Wells Fargo
7
Wells Fargo
California
$13.8M 583,691 +59,645 +11%
Morgan Stanley
8
Morgan Stanley
New York
$13.2M 557,717 +105,861 +23%
ACA
9
Aptus Capital Advisors
Alabama
$8.71M 369,231 +369,231 New
CIM
10
Confluence Investment Management
Missouri
$8.14M 344,806 -3,114 -0.9%
GA
11
Gateway Advisory
New Jersey
$6.6M 279,456 +31,799 +13%
TF
12
TLWM Financial
Texas
– – – –
BFEC
13
Benjamin F. Edwards & Company
Missouri
$5.44M 230,511 -5,497 -2%
SIC
14
Sigma Investment Counselors
Michigan
$5.2M 220,420 +211,190 +2,288%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$4.33M 183,413 +44,523 +32%
UCFA
16
United Capital Financial Advisors
Texas
$3.87M 163,921 -125,051 -43%
US Bancorp
17
US Bancorp
Minnesota
$3.37M 142,590 +3,065 +2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$3.26M 138,232 -86,416 -38%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$2.63M 111,492 +17,440 +19%
CTC
20
Central Trust Company
Missouri
$2.48M 105,005 +200 +0.2%
SWMG
21
Signature Wealth Management Group
Georgia
$2.47M 104,674 +961 +0.9%
COI
22
Capital One Investing
Virginia
$1.98M 83,891 +83,891 New
DE
23
Day & Ennis
Georgia
$1.95M 82,613 +3,847 +5%
RFO
24
RiverGlades Family Offices
Florida
$1.95M 82,613 +82,613 New
WI
25
WrapManager Inc
California
$1.81M 76,862 -6,658 -8%
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