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iShares iBonds Dec 2025 Term Corporate ETF
IBDQ

Overview Fund Activity

346 hedge funds and large institutions have $1.91B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 174 increasing their positions, 76 reducing their positions, and 20 closing their positions.

Holders
346
Holders Change
+21
Holders Change %
+6.46%
% of All Funds
5.02%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.19%
New
46
Increased
174
Reduced
76
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$59.3M
2
Bank of America
2
Bank of America
North Carolina
$180M
3
JAG
3
Journey Advisory Group
Kentucky
$12.1M
4
HPC
4
HM Payson & Co
Maine
$62.2M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$33.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$81.1M
2
GBWM
2
Granite Bay Wealth Management
New Hampshire
$1.04M
3
AG
3
AlTi Global
New York
$1.55M
4
NA
4
NewEdge Advisors
Louisiana
$38.4M
5
SL
5
Summitry LLC
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$180M 7,267,162 +489,883 +7%
Morgan Stanley
2
Morgan Stanley
New York
$81.1M 3,268,890 -4,458,284 -58%
UBS Group
3
UBS Group
Switzerland
$71M 2,861,149 -102,558 -3%
HPC
4
HM Payson & Co
Maine
$62.2M 2,507,331 +383,209 +18%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$59.3M 2,391,368 +731,221 +44%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$49.1M 1,977,723 +338,201 +21%
CAI
7
Capital Advisors Inc
Oklahoma
$44.7M 1,803,360 +147,980 +9%
Ameriprise
8
Ameriprise
Minnesota
$42.4M 1,708,259 +116,986 +7%
LPL Financial
9
LPL Financial
California
$41.5M 1,673,431 -132,873 -7%
Wells Fargo
10
Wells Fargo
California
$38.6M 1,555,030 +26,485 +2%
NA
11
NewEdge Advisors
Louisiana
$38.4M 1,547,419 -921,760 -37%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$37.9M 1,528,694 +91,642 +6%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$33.5M 1,350,690 +380,989 +39%
US Bancorp
14
US Bancorp
Minnesota
$33.3M 1,340,314 +53,739 +4%
GWA
15
Gratus Wealth Advisors
Virginia
$26.6M 1,076,626 +87,412 +9%
Stifel Financial
16
Stifel Financial
Missouri
$25.9M 1,042,747 +59,938 +6%
KCM
17
Kathmere Capital Management
Pennsylvania
$25.1M 1,011,562 +72,581 +8%
SVWAG
18
Sound View Wealth Advisors Group
Georgia
$24.9M 1,005,183 +165,610 +20%
SIC
19
Sigma Investment Counselors
Michigan
$24.2M 976,169 +4,421 +0.5%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$20.4M 823,299 +107,327 +15%
Mariner
21
Mariner
Kansas
$20.3M 819,582 -48,916 -6%
SWP
22
Stratos Wealth Partners
Ohio
– – – –
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$19.1M 769,177 +89,011 +13%
GT
24
Glenview Trust
Kentucky
$18.7M 754,267 +93,927 +14%
Lido Advisors
25
Lido Advisors
California
– – – –
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