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iShares iBonds Dec 2025 Term Corporate ETF
IBDQ

Overview Fund Activity

205 hedge funds and large institutions have $1.08B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 103 increasing their positions, 44 reducing their positions, and 8 closing their positions.

Holders
205
Holders Change
+11
Holders Change %
+5.67%
% of All Funds
3.55%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.26%
New
20
Increased
103
Reduced
44
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SL
1
Summitry LLC
California
$32.2M
2
Jane Street
2
Jane Street
New York
$16.6M
3
GA
3
Gateway Advisory
New Jersey
$23.8M
4
UBS Group
4
UBS Group
Switzerland
$39.5M
5
Wells Fargo
5
Wells Fargo
California
$41.3M

Top Sellers

1
WWM
1
WJ Wealth Management
Arizona
$9.72M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$15.2M
3
RW
3
RVW Wealth
California
$10.2M
4
TWA
4
Tillar-Wenstrup Advisors
Ohio
$0
5
TF
5
TLWM Financial
Texas
$3.57M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$116M 4,808,516 +181,787 +4%
CAI
2
Capital Advisors Inc
Oklahoma
$65.6M 2,732,910 +77,912 +3%
Morgan Stanley
3
Morgan Stanley
New York
$41.7M 1,726,647 -12,842 -0.7%
Wells Fargo
4
Wells Fargo
California
$41.3M 1,711,143 +501,567 +41%
UBS Group
5
UBS Group
Switzerland
$39.5M 1,635,417 +648,674 +66%
LPL Financial
6
LPL Financial
California
$37M 1,531,291 +272,445 +22%
US Bancorp
7
US Bancorp
Minnesota
$34.3M 1,420,271 +59,075 +4%
SL
8
Summitry LLC
California
$32.2M 1,332,423 +1,332,423 New
Ameriprise
9
Ameriprise
Minnesota
$28.4M 1,175,715 +296,186 +34%
SIC
10
Sigma Investment Counselors
Michigan
$26.9M 1,115,922 +26,808 +2%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$25.8M 1,070,903 +176,158 +20%
GA
12
Gateway Advisory
New Jersey
$23.8M 985,792 +674,736 +217%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$23.5M 974,187 +263,285 +37%
CIM
14
Corda Investment Management
Texas
$23.4M 968,277 +154,928 +19%
KCM
15
Karp Capital Management
California
$22.2M 919,712 -40,394 -4%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$21.4M 886,994 +247,743 +39%
ACM
17
Advisors Capital Management
New Jersey
$17.4M 715,832 +98,136 +16%
Jane Street
18
Jane Street
New York
$16.6M 686,963 +686,963 New
HighTower Advisors
19
HighTower Advisors
Illinois
– – -403,628 Closed
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$14.7M 609,689 -8,186 -1%
CTC
21
Central Trust Company
Missouri
$12.3M 508,878 +79,832 +19%
SVWAG
22
Sound View Wealth Advisors Group
Georgia
$11.6M 481,111 +6,796 +1%
WIC
23
Woodmont Investment Counsel
Tennessee
$10.4M 428,942 +123,758 +41%
WCM
24
Windsor Capital Management
Arizona
$10.3M 425,235 +11,937 +3%
RW
25
RVW Wealth
California
$10.2M 420,905 -399,223 -49%
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