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iShares iBonds Dec 2025 Term Corporate ETF
IBDQ

Overview Fund Activity

325 hedge funds and large institutions have $2.02B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2023 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 156 increasing their positions, 64 reducing their positions, and 15 closing their positions.

Holders
325
Holders Change
+46
Holders Change %
+16.49%
% of All Funds
4.77%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.21%
New
63
Increased
156
Reduced
64
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$191M
2
GWA
2
Gratus Wealth Advisors
Virginia
$24.5M
3
KCM
3
Kathmere Capital Management
Pennsylvania
$23.2M
4
SL
4
Summitry LLC
California
$20.1M
5
KTM
5
Keeler Thomas Management
Utah
$15.1M

Top Sellers

1
CAI
1
Capital Advisors Inc
Oklahoma
$41M
2
GBWM
2
Granite Bay Wealth Management
New Hampshire
$82.4M
3
SPWG
3
Syntegra Private Wealth Group
Missouri
$19.2M
4
GA
4
Gateway Advisory
New Jersey
$0
5
Ameriprise
5
Ameriprise
Minnesota
$39M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$191M 7,727,174 +4,310,171 +126%
Bank of America
2
Bank of America
North Carolina
$168M 6,777,279 +400,290 +6%
GBWM
3
Granite Bay Wealth Management
New Hampshire
$82.4M 3,363,008 -945,432 -22%
UBS Group
4
UBS Group
Switzerland
$73.4M 2,963,707 +193,207 +7%
NA
5
NewEdge Advisors
Louisiana
$61.2M 2,469,179 -377,742 -13%
HPC
6
HM Payson & Co
Maine
$52.6M 2,124,122 +414,869 +24%
LPL Financial
7
LPL Financial
California
$44.7M 1,806,304 +265,318 +17%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$41.1M 1,660,147 +183,817 +12%
CAI
9
Capital Advisors Inc
Oklahoma
$41M 1,655,380 -1,474,387 -47%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$40.6M 1,639,522 +131,882 +9%
Ameriprise
11
Ameriprise
Minnesota
$39M 1,591,273 -450,405 -22%
Wells Fargo
12
Wells Fargo
California
$37.8M 1,528,545 +206,712 +16%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$35.6M 1,437,052 +56,793 +4%
US Bancorp
14
US Bancorp
Minnesota
$31.9M 1,286,575 +3,297 +0.3%
GWA
15
Gratus Wealth Advisors
Virginia
$24.5M 989,214 +989,214 New
Stifel Financial
16
Stifel Financial
Missouri
$24.3M 982,809 +1,478 +0.2%
SIC
17
Sigma Investment Counselors
Michigan
$24.1M 971,748 -25,393 -3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$24M 969,701 -47,895 -5%
KCM
19
Kathmere Capital Management
Pennsylvania
$23.2M 938,981 +928,526 +8,881%
Mariner
20
Mariner
Kansas
$21.5M 868,498 +609,697 +236%
SVWAG
21
Sound View Wealth Advisors Group
Georgia
$20.8M 839,573 -69,055 -8%
SL
22
Summitry LLC
California
$20.1M 812,076 +812,076 New
SPWG
23
Syntegra Private Wealth Group
Missouri
– – -773,021 Closed
RW
24
RVW Wealth
California
$18.6M 752,971 +28,864 +4%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$17.7M 715,972 +414,460 +137%
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