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iShares iBonds Dec 2025 Term Corporate ETF
IBDQ

Overview Fund Activity

260 hedge funds and large institutions have $1.62B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 129 increasing their positions, 67 reducing their positions, and 15 closing their positions.

Holders
260
Holders Change
+7
Holders Change %
+2.77%
% of All Funds
4.1%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.14%
New
23
Increased
129
Reduced
67
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HFRG
1
Houlihan Financial Resource Group
Virginia
$125M
2
NA
2
NewEdge Advisors
Louisiana
$58.6M
3
KTM
3
Keeler Thomas Management
Utah
$14.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$77.7M
5
CAI
5
Capital Advisors Inc
Oklahoma
$73.9M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$4.38M
2
CIM
2
Corda Investment Management
Texas
$26.4M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$18.5M
4
ACM
4
Advisors Capital Management
New Jersey
$11.7M
5
RHP
5
Royal Harbor Partners
Texas
$428K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$150M 6,136,642 -255,533 -4%
HFRG
2
Houlihan Financial Resource Group
Virginia
$125M 5,109,391 +4,898,372 +2,321%
Morgan Stanley
3
Morgan Stanley
New York
$77.7M 3,186,441 +495,939 +18%
CAI
4
Capital Advisors Inc
Oklahoma
$73.9M 3,030,011 +141,901 +5%
NA
5
NewEdge Advisors
Louisiana
$58.6M 2,402,996 +599,867 +33%
UBS Group
6
UBS Group
Switzerland
$58.2M 2,387,771 +140,288 +6%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$40.9M 1,678,195 +107,192 +7%
Wells Fargo
8
Wells Fargo
California
$38.1M 1,562,684 -195,742 -11%
LPL Financial
9
LPL Financial
California
$36.1M 1,479,947 +64,737 +5%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$35M 1,437,455 +134,762 +10%
US Bancorp
11
US Bancorp
Minnesota
$33.7M 1,384,227 +16,108 +1%
SL
12
Summitry LLC
California
$33.2M 1,362,689 +27,141 +2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$33.1M 1,358,901 +131,739 +11%
Ameriprise
14
Ameriprise
Minnesota
$31.5M 1,294,094 +94,659 +8%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$27M 1,107,719 +15,604 +1%
CIM
16
Corda Investment Management
Texas
– – -1,041,323 Closed
SIC
17
Sigma Investment Counselors
Michigan
$23.7M 970,922 -14,956 -2%
Stifel Financial
18
Stifel Financial
Missouri
$22.5M 923,733 +70,400 +8%
RW
19
RVW Wealth
California
$19.1M 782,767 +3,823 +0.5%
HighTower Advisors
20
HighTower Advisors
Illinois
– – -682,179 Closed
SVWAG
21
Sound View Wealth Advisors Group
Georgia
$18.2M 746,293 -745 -0.1%
SPWG
22
Syntegra Private Wealth Group
Missouri
– – – –
GA
23
Gateway Advisory
New Jersey
$16.8M 687,357 -9,604 -1%
MCM
24
MV Capital Management
Maryland
$16M 657,799 +39,131 +6%
WIC
25
Woodmont Investment Counsel
Tennessee
$14.9M 612,367 +16,832 +3%
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