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iShares iBonds Dec 2025 Term Corporate ETF
IBDQ

Overview Fund Activity

362 hedge funds and large institutions have $2.05B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 185 increasing their positions, 88 reducing their positions, and 24 closing their positions.

Holders
362
Holders Change
+7
Holders Change %
+1.97%
% of All Funds
5.24%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.22%
New
35
Increased
185
Reduced
88
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SVWAG
1
Sound View Wealth Advisors Group
Georgia
$40.1M
2
RA
2
Ruggaard & Associates
Ohio
$12.9M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$17.7M
4
MGIA
4
Matthew Goff Investment Advisor
Texas
$11.6M
5
BEI
5
Benjamin Edwards Inc
Missouri
$10.2M

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$7.22M
2
Bank of America
2
Bank of America
North Carolina
$163M
3
Stifel Financial
3
Stifel Financial
Missouri
$10.9M
4
NA
4
NewEdge Advisors
Louisiana
$25.2M
5
CIM
5
Confluence Investment Management
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$163M 6,490,663 -965,099 -13%
Morgan Stanley
2
Morgan Stanley
New York
$92.5M 3,684,180 +263,242 +8%
UBS Group
3
UBS Group
Switzerland
$79.2M 3,154,145 +123,271 +4%
HPC
4
HM Payson & Co
Maine
$69.3M 2,761,929 +80,739 +3%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$56.5M 2,255,101 -95,452 -4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$54.4M 2,168,094 +130,443 +6%
LPL Financial
7
LPL Financial
California
$48.5M 1,933,788 +125,376 +7%
Ameriprise
8
Ameriprise
Minnesota
$41.4M 1,653,743 -50,695 -3%
SVWAG
9
Sound View Wealth Advisors Group
Georgia
$40.1M 1,599,171 +539,795 +51%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$38.2M 1,520,883 +66,525 +5%
Lido Advisors
11
Lido Advisors
California
– – – –
Wells Fargo
12
Wells Fargo
California
$35.6M 1,419,195 -37,465 -3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$33.7M 1,342,410 +130,065 +11%
US Bancorp
14
US Bancorp
Minnesota
$32.9M 1,312,670 -17,562 -1%
GWA
15
Gratus Wealth Advisors
Virginia
$29.1M 1,161,494 +54,497 +5%
SWP
16
Stratos Wealth Partners
Ohio
– – – –
KCM
17
Kathmere Capital Management
Pennsylvania
$26.7M 1,064,045 -113,956 -10%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$25.3M 1,006,092 +52,445 +5%
NA
19
NewEdge Advisors
Louisiana
$25.2M 1,003,593 -486,176 -33%
SIC
20
Sigma Investment Counselors
Michigan
$24.9M 992,492 +21,342 +2%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$24.3M 968,786 +129,751 +15%
HCM
22
Howland Capital Management
Massachusetts
$22.6M 902,124 +117,797 +15%
RW
23
RVW Wealth
California
$21.7M 865,912 +101,457 +13%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$21.6M 861,584 +1,251 +0.1%
Truist Financial
25
Truist Financial
North Carolina
$20.7M 825,447 +37,803 +5%
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