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iShares iBonds Dec 2025 Term Corporate ETF
IBDQ

Overview Fund Activity

355 hedge funds and large institutions have $1.98B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 187 increasing their positions, 80 reducing their positions, and 20 closing their positions.

Holders
355
Holders Change
+9
Holders Change %
+2.6%
% of All Funds
5.16%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.2%
New
32
Increased
187
Reduced
80
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SA
1
Sanctuary Advisors
Indiana
$8.51M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$21.4M
3
Citadel Advisors
3
Citadel Advisors
Florida
$6.58M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$8.53M
5
Focus Partners Wealth
5
Focus Partners Wealth
Massachusetts
$6.29M

Top Sellers

1
CAI
1
Capital Advisors Inc
Oklahoma
$0
2
CFS
2
Commonwealth Financial Services
West Virginia
$1.21M
3
TF
3
TLWM Financial
Texas
$6.5M
4
IAS
4
IMA Advisory Services
Colorado
$775K
5
GAA
5
Global Assets Advisory
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$185M 7,455,762 +188,600 +3%
Morgan Stanley
2
Morgan Stanley
New York
$85M 3,420,938 +152,048 +5%
UBS Group
3
UBS Group
Switzerland
$75.3M 3,030,874 +169,725 +6%
HPC
4
HM Payson & Co
Maine
$66.7M 2,681,190 +173,859 +7%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$55.1M 2,350,553 -40,815 -2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$50.7M 2,037,651 +59,928 +3%
LPL Financial
7
LPL Financial
California
$45M 1,808,412 +134,981 +8%
Ameriprise
8
Ameriprise
Minnesota
$42.3M 1,704,438 -3,821 -0.2%
NA
9
NewEdge Advisors
Louisiana
$37M 1,489,769 -57,650 -4%
Wells Fargo
10
Wells Fargo
California
$36.2M 1,456,660 -98,370 -6%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$36.2M 1,454,358 -74,336 -5%
US Bancorp
12
US Bancorp
Minnesota
$33.1M 1,330,232 -10,082 -0.8%
Stifel Financial
13
Stifel Financial
Missouri
$31.5M 1,268,730 +225,983 +22%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$30.1M 1,212,345 -138,345 -10%
KCM
15
Kathmere Capital Management
Pennsylvania
$29.3M 1,178,001 +166,439 +16%
GWA
16
Gratus Wealth Advisors
Virginia
$27.5M 1,106,997 +30,371 +3%
SWP
17
Stratos Wealth Partners
Ohio
– – – –
SVWAG
18
Sound View Wealth Advisors Group
Georgia
$26.3M 1,059,376 +54,193 +5%
Lido Advisors
19
Lido Advisors
California
– – – –
SIC
20
Sigma Investment Counselors
Michigan
$24.1M 971,150 -5,019 -0.5%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$23.7M 953,647 +130,348 +16%
BFEC
22
Benjamin F. Edwards & Company
Missouri
$22.9M 922,286 +210,029 +29%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$21.4M 860,333 +320,181 +59%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$20.9M 839,035 +69,858 +9%
Mariner
25
Mariner
Kansas
$20.4M 820,554 +972 +0.1%
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