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iShares iBonds Dec 2025 Term Corporate ETF
IBDQ

Overview Fund Activity

387 hedge funds and large institutions have $2.24B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 127 increasing their positions, 156 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
-7
Holders Change %
-1.78%
% of All Funds
5.19%
Holding in Top 10
17
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.56%
% of All Funds
0.23%
New
24
Increased
127
Reduced
156
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWANC
1
Laurel Wealth Advisors (North Carolina)
North Carolina
$207M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$21M
3
CWM
3
Congress Wealth Management
Massachusetts
$12.9M
4
Citadel Advisors
4
Citadel Advisors
Florida
$11.1M
5
BWFA
5
Baltimore-Washington Financial Advisors
Maryland
$9.13M

Top Sellers

1
Lido Advisors
1
Lido Advisors
California
$74.9M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$11.8M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$14.9M
4
SWP
4
Stratos Wealth Partners
Ohio
$32.9M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LWANC
1
Laurel Wealth Advisors (North Carolina)
North Carolina
$207M +$199M +5,001,205 +2,359%
Bank of America
2
Bank of America
North Carolina
$171M -$10.8M -429,002 -6%
Morgan Stanley
3
Morgan Stanley
New York
$95.3M +$4.61K +183 +0%
Lido Advisors
4
Lido Advisors
California
$74.9M -$66.4M – –
UBS Group
5
UBS Group
Switzerland
$66.8M -$6.06M -240,480 -8%
LPL Financial
6
LPL Financial
California
$60.9M +$285K +11,309 +0.5%
Raymond James Financial
7
Raymond James Financial
Florida
$60.5M +$2.09M +83,170 +4%
SVWAG
8
Sound View Wealth Advisors Group
Georgia
$46M -$6.41M -254,672 -12%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$45.2M +$3.77M +149,808 +9%
SWP
10
Stratos Wealth Partners
Ohio
$32.9M -$35.9M – –
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$32.3M -$1.84M -73,215 -5%
GWA
12
Gratus Wealth Advisors
Virginia
$31.8M +$642K +25,498 +2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$27.5M -$1.52M -60,260 -5%
KCM
14
Kathmere Capital Management
Pennsylvania
$27.4M +$1.13M +44,905 +4%
RW
15
RVW Wealth
California
$25.4M +$1.12M +44,605 +5%
Wells Fargo
16
Wells Fargo
California
$25.4M -$1.58M -62,807 -6%
HCM
17
Howland Capital Management
Massachusetts
$24.6M -$265K -10,543 -1%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$23.6M +$1.34M +53,022 +6%
Mariner
19
Mariner
Kansas
$23.2M -$619K -24,573 -3%
NA
20
NewEdge Advisors
Louisiana
$22.9M -$3.06M -121,676 -12%
GT
21
Glenview Trust
Kentucky
$22.7M -$855K -33,974 -4%
US Bancorp
22
US Bancorp
Minnesota
$22.3M -$1.6M -63,508 -7%
SIC
23
Sigma Investment Counselors
Michigan
$22.3M -$1.98M -78,494 -8%
Ameriprise
24
Ameriprise
Minnesota
$22.1M -$5.08M -201,942 -19%
Focus Partners Wealth
25
Focus Partners Wealth
Massachusetts
$21M +$21M +832,177 New
1
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