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iShares iBonds Dec 2025 Term Corporate ETF
IBDQ

Overview Fund Activity

386 hedge funds and large institutions have $3.16B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 185 increasing their positions, 88 reducing their positions, and 28 closing their positions.

Holders
386
Holders Change
+24
Holders Change %
+6.63%
% of All Funds
5.14%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.28%
New
58
Increased
185
Reduced
88
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$55.3M
2
CP
2
Cornerstone Planning
North Carolina
$17.9M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$32.4M
4
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$23.2M
5
MGIA
5
Matthew Goff Investment Advisor
Texas
$24.8M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$846M
2
KNW
2
Kesler Norman & Wride
Utah
$0
3
Wells Fargo
3
Wells Fargo
California
$32M
4
OIA
4
OneDigital Investment Advisors
Kansas
$1.32M
5
KCM
5
Kathmere Capital Management
Pennsylvania
$23.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$846M 33,788 -611 -2%
Bank of America
2
Bank of America
North Carolina
$173M 6,887,488 +396,825 +6%
Morgan Stanley
3
Morgan Stanley
New York
$103M 4,110,339 +426,159 +12%
UBS Group
4
UBS Group
Switzerland
$79.6M 3,179,517 +25,372 +0.8%
HPC
5
HM Payson & Co
Maine
$76.2M 3,042,207 +280,278 +10%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$59M 2,357,037 +188,943 +9%
LPL Financial
7
LPL Financial
California
$56.1M 2,241,227 +307,439 +16%
Raymond James Financial
8
Raymond James Financial
Florida
$55.3M 2,205,709 +2,205,709 New
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$54.4M 2,171,971 -83,130 -4%
SVWAG
10
Sound View Wealth Advisors Group
Georgia
$50.7M 2,024,550 +425,379 +27%
Lido Advisors
11
Lido Advisors
California
– – – –
Ameriprise
12
Ameriprise
Minnesota
$39.5M 1,575,939 -77,804 -5%
SWP
13
Stratos Wealth Partners
Ohio
– – – –
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$34.1M 1,362,365 +393,579 +41%
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$32.6M 1,299,473 +293,381 +29%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$32.4M 1,294,911 -47,499 -4%
Renaissance Technologies
17
Renaissance Technologies
New York
$32.4M 1,293,808 +589,708 +84%
Wells Fargo
18
Wells Fargo
California
$32M 1,279,178 -140,017 -10%
US Bancorp
19
US Bancorp
Minnesota
$30.9M 1,231,584 -81,086 -6%
GWA
20
Gratus Wealth Advisors
Virginia
$29.9M 1,194,657 +33,163 +3%
NA
21
NewEdge Advisors
Louisiana
$26.9M 1,075,161 +71,568 +7%
SIC
22
Sigma Investment Counselors
Michigan
$25.5M 1,019,186 +26,694 +3%
MGIA
23
Matthew Goff Investment Advisor
Texas
$24.8M 991,224 +529,208 +115%
HCM
24
Howland Capital Management
Massachusetts
$24.1M 962,942 +60,818 +7%
RW
25
RVW Wealth
California
$24M 956,187 +90,275 +10%
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