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iShares iBonds Dec 2025 Term Corporate ETF
IBDQ

Overview Fund Activity

279 hedge funds and large institutions have $1.7B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 137 increasing their positions, 53 reducing their positions, and 18 closing their positions.

Holders
279
Holders Change
+19
Holders Change %
+7.31%
% of All Funds
4.45%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.21%
New
44
Increased
137
Reduced
53
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GBWM
1
Granite Bay Wealth Management
New Hampshire
$105M
2
HPC
2
HM Payson & Co
Maine
$41.7M
3
SPWG
3
Syntegra Private Wealth Group
Missouri
$18.8M
4
Ameriprise
4
Ameriprise
Minnesota
$49.7M
5
NA
5
NewEdge Advisors
Louisiana
$69.4M

Top Sellers

1
HFRG
1
Houlihan Financial Resource Group
Virginia
$5.53M
2
SL
2
Summitry LLC
California
$0
3
KTM
3
Keeler Thomas Management
Utah
$14.9M
4
ACM
4
Advisors Capital Management
New Jersey
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$33.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$155M 6,376,989 +240,347 +4%
GBWM
2
Granite Bay Wealth Management
New Hampshire
$105M 4,308,440 +4,246,640 +6,872%
Morgan Stanley
3
Morgan Stanley
New York
$83.3M 3,417,003 +230,562 +7%
CAI
4
Capital Advisors Inc
Oklahoma
$76.3M 3,129,767 +99,756 +3%
NA
5
NewEdge Advisors
Louisiana
$69.4M 2,846,921 +443,925 +18%
UBS Group
6
UBS Group
Switzerland
$67.5M 2,770,500 +382,729 +16%
Ameriprise
7
Ameriprise
Minnesota
$49.7M 2,041,678 +747,584 +58%
HPC
8
HM Payson & Co
Maine
$41.7M 1,709,253 +1,595,861 +1,407%
LPL Financial
9
LPL Financial
California
$37.6M 1,540,986 +61,039 +4%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$36.7M 1,507,640 +148,739 +11%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$36M 1,476,330 +38,875 +3%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$33.6M 1,380,259 -297,936 -18%
Wells Fargo
13
Wells Fargo
California
$32.2M 1,321,833 -240,851 -15%
US Bancorp
14
US Bancorp
Minnesota
$31.3M 1,283,278 -100,949 -7%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$24.8M 1,017,596 -90,123 -8%
SIC
16
Sigma Investment Counselors
Michigan
$24.3M 997,141 +26,219 +3%
Stifel Financial
17
Stifel Financial
Missouri
$23.9M 981,331 +57,598 +6%
SVWAG
18
Sound View Wealth Advisors Group
Georgia
$22.1M 908,628 +162,335 +22%
HighTower Advisors
19
HighTower Advisors
Illinois
– – – –
Osaic Holdings
20
Osaic Holdings
Arizona
$19.3M 791,679 +294,101 +59%
SPWG
21
Syntegra Private Wealth Group
Missouri
$18.8M 773,021 +773,021 New
RW
22
RVW Wealth
California
$17.6M 724,107 -58,660 -7%
GA
23
Gateway Advisory
New Jersey
$17M 698,889 +11,532 +2%
WIC
24
Woodmont Investment Counsel
Tennessee
$15.6M 641,539 +29,172 +5%
KTM
25
Keeler Thomas Management
Utah
– – -567,856 Closed
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