iShares iBonds Dec 2025 Term Corporate
IBDQ • ARCA
iShares iBonds Dec 2025 Term Corporate is an exchange-traded fund on ARCA. As of Q3 2025, 376 institutional investors hold shares in this ETF, with total holdings valued at $1.9B. BANK OF AMERICA CORP /DE/ is the largest holder with a position valued at $160.6M.
Overview
Overview of institutional ownership in IBDQ as of Q3 2025
All Institutions
- Institutions
- 376
- Value Held
- $1.9B
- Shares Held
- 76.9M
- Avg Position
- $5.2M
- Median Position
- $973.5K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $1.1M
- Shares Held
- 44.6K
- Avg Position
- $1.1M
- Median Position
- $1.1M
Biggest Investors
Institutions with the largest positions in IBDQ as of Q3 2025
| Institution | Position Value |
|---|---|
 BANK OF AMERICA CORP /DE/ Institution | $160.6M 0.01% of portfolio |
 HM PAYSON & CO RIA/Wealth | $88.4M 1.27% of portfolio |
 Lido Advisors, LLC RIA/Wealth | $87.7M 0.36% of portfolio |
 MORGAN STANLEY RIA/Wealth | $80.9M 0.00% of portfolio |
L LPL Financial LLC Institution | $67.3M 0.02% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $57.9M 0.02% of portfolio |
 UBS Group AG Institution | $52.8M 0.01% of portfolio |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $45.9M 0.06% of portfolio |
 Sound View Wealth Advisors Group, LLC RIA/Wealth | $41.4M 2.85% of portfolio |
 Stratos Wealth Partners, LTD. RIA/Wealth | $33.4M 0.40% of portfolio |
Net Capital Flow
Institutional buying and selling activity for IBDQ in Q3 2025
- Traded
- −$119.9M
- Buyers
- 124
- Sellers
- 217
- Total Bought
- +$71.5M
- Total Sold
- −$191.4M
- Avg Position
- $4.8M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Lido Advisors, LLC RIA/Wealth | +$12.8M +506.6K shares |
HM PAYSON & CO RIA/Wealth | +$9.8M +388.2K shares |
L LPL Financial LLC Institution | +$6.4M +253.2K shares |
 REBALANCE, LLC RIA/Wealth | +$6.1M +243.1K shares |
A Advisor Group Holdings, Inc. Institution | +$4.7M +187.1K shares |
 Kathmere Capital Management, LLC RIA/Wealth | +$3.5M +140.8K shares |
 Cetera Investment Advisers RIA/Wealth | +$2.7M +107.4K shares |
 THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | +$2.4M +95.9K shares |
K Kesler, Norman & Wride, LLC RIA/Wealth | +$1.3M +53.8K shares |
W Wick Capital Partners, LLC RIA/Wealth | +$1.2M +45.7K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
MORGAN STANLEY RIA/Wealth | −$14.4M −573.2K shares |
UBS Group AG Institution | −$14.1M −558.5K shares |
 ARROW FINANCIAL CORP Institution | −$11.9M −473.0K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$11.1M −439.3K shares |
BANK OF AMERICA CORP /DE/ Institution | −$10.8M −428.4K shares |
 AMERIPRISE FINANCIAL INC Institution | −$10.1M −401.3K shares |
 Creative Planning RIA/Wealth | −$7.1M −282.3K shares |
 NOVEM GROUP RIA/Wealth | −$6.7M −266.4K shares |
 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC RIA/Wealth | −$6.6M −260.4K shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | −$6.4M −253.9K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited IBDQ in Q3 2025
- New Positions
- 9
- New Value
- $2.5M
- Exited Positions
- 32
- Exited Value
- $51.0M
New Positions
| Institution | Position Value |
|---|---|
 HORAN Wealth, LLC RIA/Wealth | $994.9K 39.5K shares |
$420.7K 16.7K shares | |
 Riverstone Advisors, LLC RIA/Wealth | $350.7K 13.9K shares |
 Smith, Salley & Associates RIA/Wealth | $313.0K 12.4K shares |
C Calamos Wealth Management LLC RIA/Wealth | $208.5K 8.3K shares |
D DUDLEY CAPITAL MANAGEMENT, LLC RIA/Wealth | $202.8K 8.1K shares |
 High Note Wealth, LLC RIA/Wealth | $27.8K 1.1K shares |
 FINANCIAL CONSULATE, INC RIA/Wealth | $20.9K 830.0 shares |
C CNB Bank Institution | $6.4K 254.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
ARROW FINANCIAL CORP Institution | $11.9M 473.0K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $11.1M 439.3K shares |
NOVEM GROUP RIA/Wealth | $6.7M 266.4K shares |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC RIA/Wealth | $6.6M 260.4K shares |
C CLS Investments, LLC Institution | $2.9M 114.4K shares |
 ONE + ONE WEALTH MANAGEMENT, LLC RIA/Wealth | $1.2M 48.9K shares |
$1.1M 42.5K shares | |
 Eldridge Investment Advisors, Inc. RIA/Wealth | $997.9K 39.8K shares |
 BLUE SQUARE ASSET MANAGEMENT, LLC Digital Asset Manager | $995.0K 39.5K shares |
 GeoWealth Management, LLC RIA/Wealth | $990.8K 39.3K shares |
Options Activity
Institutions with the largest Call and Put options positions in IBDQ as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with IBDQ as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
 Keeler THomas Management LLC RIA/Wealth | 5.16% $11.9M |
 Ruggaard & Associates LLC RIA/Wealth | 5.00% $13.4M |
 Gratus Wealth Advisors, LLC RIA/Wealth | 4.57% $32.5M |
 Beaumont Asset Management, L.L.C. RIA/Wealth | 4.48% $8.9M |
 ARCADIA INVESTMENT ADVISORS LLC RIA/Wealth | 3.84% $7.9M |
 Signature Wealth Management Group RIA/Wealth | 3.56% $9.2M |
M Madden Advisory Services, Inc. RIA/Wealth | 3.38% $8.3M |
M Matthew Goff Investment Advisor, LLC Institution | 3.28% $19.2M |
 Peloton Wealth Strategists RIA/Wealth | 3.06% $7.0M |
 NovaPoint Capital, LLC RIA/Wealth | 3.05% $12.3M |
Hedge Fund Spotlight
Discover hedge funds investing in IBDQ
Fortis Capital Management LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerJames Dickenson Rudolf
- Portfolio Value
- $710.3M
- Positions
- 176
- Last Reported
- Q3 2025
Sector Allocation
Position in iShares iBonds Dec 2025 Term Corporate
- Market Value
- $1.1M
- Shares Held
- 44.6K
- Portfolio Weight
- 0.16%
- Owned Since
- 2023-Q2
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $161.5M | 22.74% | |
ETF ETF | $33.3M | 4.69% | |
Semiconductors Technology | $25.5M | 3.59% |
