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iShares iBonds Dec 2025 Term Corporate ETF
IBDQ

Overview Fund Activity

232 hedge funds and large institutions have $1.27B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2022 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 104 increasing their positions, 52 reducing their positions, and 18 closing their positions.

Holders
232
Holders Change
+27
Holders Change %
+13.17%
% of All Funds
3.74%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
47
Increased
104
Reduced
52
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$82.5M
2
Bank of America
2
Bank of America
North Carolina
$141M
3
MCM
3
MV Capital Management
Maryland
$12.7M
4
NA
4
NewEdge Advisors
Louisiana
$12.3M
5
RW
5
RVW Wealth
California
$19.9M

Top Sellers

1
KCM
1
Karp Capital Management
California
$0
2
CIAS
2
CFS Investment Advisory Services
New Jersey
$835K
3
WCM
3
Windsor Capital Management
Arizona
$10.2M
4
GA
4
Gateway Advisory
New Jersey
$16.1M
5
Jane Street
5
Jane Street
New York
$11.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$141M 5,803,050 +994,534 +21%
UBS Group
2
UBS Group
Switzerland
$82.5M 3,390,377 +1,754,960 +107%
CAI
3
Capital Advisors Inc
Oklahoma
$61.1M 2,512,605 -220,305 -8%
Morgan Stanley
4
Morgan Stanley
New York
$50.2M 2,064,662 +338,015 +20%
Wells Fargo
5
Wells Fargo
California
$46.7M 1,920,250 +209,107 +12%
LPL Financial
6
LPL Financial
California
$37.4M 1,538,729 +7,438 +0.5%
Ameriprise
7
Ameriprise
Minnesota
$34.8M 1,431,355 +255,640 +22%
US Bancorp
8
US Bancorp
Minnesota
$33.4M 1,371,370 -48,901 -3%
SL
9
Summitry LLC
California
$31.9M 1,313,019 -19,404 -1%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$30.6M 1,260,171 +189,268 +18%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$28.1M 1,156,292 +182,105 +19%
SIC
12
Sigma Investment Counselors
Michigan
$25.4M 1,044,973 -70,949 -6%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$25.1M 1,030,060 +143,066 +16%
CIM
14
Corda Investment Management
Texas
$23.6M 970,218 +1,941 +0.2%
SVWAG
15
Sound View Wealth Advisors Group
Georgia
$20.8M 839,573 +358,462 +75%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$20M 820,523 +210,834 +35%
RW
17
RVW Wealth
California
$19.9M 817,969 +397,064 +94%
ACM
18
Advisors Capital Management
New Jersey
$18.6M 762,874 +47,042 +7%
HighTower Advisors
19
HighTower Advisors
Illinois
– – – –
GA
20
Gateway Advisory
New Jersey
$16.1M 660,854 -324,938 -33%
CTC
21
Central Trust Company
Missouri
$13.3M 547,606 +38,728 +8%
MCM
22
MV Capital Management
Maryland
$12.7M 523,692 +523,692 New
WIC
23
Woodmont Investment Counsel
Tennessee
$12.5M 512,531 +83,589 +19%
NA
24
NewEdge Advisors
Louisiana
$12.3M 964,597 +763,281 +379%
SAM
25
Summit Asset Management
Tennessee
$12.2M 499,710 +99,571 +25%
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