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iShares iBonds Dec 2025 Term Corporate ETF
IBDQ

Overview Fund Activity

253 hedge funds and large institutions have $1.46B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 128 increasing their positions, 50 reducing their positions, and 13 closing their positions.

Holders
253
Holders Change
+21
Holders Change %
+9.05%
% of All Funds
4.05%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.21%
New
38
Increased
128
Reduced
50
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
1
NewEdge Advisors
Louisiana
$44.2M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$16.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$66M
4
Bank of America
4
Bank of America
North Carolina
$157M
5
Stifel Financial
5
Stifel Financial
Missouri
$20.9M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$55.1M
2
RPSA
2
Richard P. Slaughter Associates
Texas
$0
3
WWM
3
WJ Wealth Management
Arizona
$2.69M
4
Ameriprise
4
Ameriprise
Minnesota
$29.4M
5
MMA
5
Miracle Mile Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$157M 6,392,175 +589,125 +10%
CAI
2
Capital Advisors Inc
Oklahoma
$70.8M 2,888,110 +375,505 +15%
Morgan Stanley
3
Morgan Stanley
New York
$66M 2,690,502 +625,840 +30%
UBS Group
4
UBS Group
Switzerland
$55.1M 2,247,483 -1,142,894 -34%
NA
5
NewEdge Advisors
Louisiana
$44.2M 1,803,129 +838,532 +87%
Wells Fargo
6
Wells Fargo
California
$43.1M 1,758,426 -161,824 -8%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$38.5M 1,571,003 +310,832 +25%
LPL Financial
8
LPL Financial
California
$34.7M 1,415,210 -123,519 -8%
US Bancorp
9
US Bancorp
Minnesota
$33.6M 1,368,119 -3,251 -0.2%
SL
10
Summitry LLC
California
$32.8M 1,335,548 +22,529 +2%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$32M 1,302,693 +146,401 +13%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$30.1M 1,227,162 +197,102 +19%
Ameriprise
13
Ameriprise
Minnesota
$29.4M 1,199,435 -231,920 -16%
ACM
14
Advisors Capital Management
New Jersey
$27.3M 1,114,782 +351,908 +46%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$26.8M 1,092,115 +271,592 +33%
CIM
16
Corda Investment Management
Texas
$25.5M 1,041,323 +71,105 +7%
SIC
17
Sigma Investment Counselors
Michigan
$24.2M 985,878 -59,095 -6%
Stifel Financial
18
Stifel Financial
Missouri
$20.9M 853,333 +567,538 +199%
RW
19
RVW Wealth
California
$19.1M 778,944 -39,025 -5%
SVWAG
20
Sound View Wealth Advisors Group
Georgia
$18.3M 747,038 -92,535 -11%
GA
21
Gateway Advisory
New Jersey
$17.1M 696,961 +36,107 +5%
HighTower Advisors
22
HighTower Advisors
Illinois
$16.7M 682,179 +682,179 New
MCM
23
MV Capital Management
Maryland
$15.2M 618,668 +94,976 +18%
WIC
24
Woodmont Investment Counsel
Tennessee
$14.6M 595,535 +83,004 +16%
SPWG
25
Syntegra Private Wealth Group
Missouri
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