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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF
IBDQ

Delisted

IBDQ was delisted on the 15th of December, 2025.

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261 hedge funds and large institutions have $1.62B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 130 increasing their positions, 67 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 67

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

11% more capital invested

Capital invested by funds: $1.46B → $1.62B (+$160M)

3% more funds holding

Funds holding: 254 → 261 (+7)

2.5% more ownership

Funds ownership: 72.1% → 74.6% (+2.5%)

31% less funds holding in top 10

Funds holding in top 10: 13 → 9 (-4)

Holders
261
Holders Change
+7
Holders Change %
+2.76%
% of All Funds
4.1%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.14%
New
23
Increased
130
Reduced
67
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HFRG
Houlihan Financial Resource Group
Virginia
+$120M
2
NA
NewEdge Advisors
Louisiana
+$14.7M
3
KTM
Keeler Thomas Management
Utah
+$13.9M
4
Morgan Stanley
Morgan Stanley
New York
+$12.1M
5
CAI
Capital Advisors Inc
Oklahoma
+$3.47M

Top Sellers

Rank Fund Capital Flow
1
CIM
Corda Investment Management
Texas
-$25.5M
2
HighTower Advisors
HighTower Advisors
Illinois
-$16.7M
3
ACM
Advisors Capital Management
New Jersey
-$15.6M
4
RHP
Royal Harbor Partners
Texas
-$12.4M
5
EWA
EP Wealth Advisors
California
-$6.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
226
Horizons Wealth Management
North Carolina
$292K – – –
SHFP
227
Second Half Financial Partners
Florida
$287K +$288K +11,763 New
CCP
228
Cassia Capital Partners
North Carolina
$282K – – –
WANY
229
Wealthspire Advisors (New York)
New York
$281K +$283K +11,545 New
KWM
230
Kingsview Wealth Management
Oregon
$277K +$735 +30 +0.3%
Kovitz Investment Group Partners
231
Kovitz Investment Group Partners
Illinois
$265K -$25.8K -1,052 -9%
AC
232
AlphaCore Capital
California
$261K – – –
PA
233
PSI Advisors
Florida
$251K +$24.5K +1,000 +11%
CAM
234
Claret Asset Management
Quebec, Canada
$241K – – –
CFCI
235
Comprehensive Financial Consultants Institutional
Indiana
$237K – – –
ACA
236
Anchor Capital Advisors
Massachusetts
$233K +$234K +9,565 New
KFAA
237
Klaas Financial Asset Advisors
Illinois
$232K +$32.3K +1,321 +16%
TTWM
238
TCV Trust & Wealth Management
Virginia
$228K -$49.3K -2,015 -18%
AWM
239
Alterna Wealth Management
Texas
$226K – – –
WE
240
Wealth Effects
Massachusetts
$224K – – –
EIA
241
Eldridge Investment Advisors
New Hampshire
$221K +$1.74K +71 +0.8%
FNBOSM
242
First National Bank of South Miami
Florida
$218K -$18.5K -755 -8%
DWA
243
Delap Wealth Advisory
Oregon
$204K – – –
OHWP
244
Oak Harbor Wealth Partners
North Carolina
$192K +$196 +8 +0.1%
LWCFA
245
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$183K – – –
VCM
246
Vigilant Capital Management
Maine
$166K -$26.8K -1,095 -14%
PTC
247
Private Trust Company
Ohio
$161K – – –
FRA
248
Front Row Advisors
California
$152K – – –
PA
249
Parallel Advisors
California
$147K – – –
BWM
250
Baystate Wealth Management
Massachusetts
$108K +$367 +15 +0.3%
8 9
10
11 12

IBDQ Hedge Fund Activity: Q2 2023 in Review

261 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q2 2023, worth a combined $1.62B — up 11% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IBDQ positions and 15 closed out — a net gain of 8 holders — while 130 added to existing stakes and 67 trimmed.

The largest buyer was Houlihan Financial Resource Group, adding an estimated $120M. The largest seller was Corda Investment Management, exiting entirely with an estimated $25.5M sold.

  • 261 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q2 2023, up from 254 in Q1 2023.
  • Funds reported $1.62B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q2 2023, up 11% quarter-over-quarter.
  • 23 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q2 2023 and 15 closed out, a net change of +8 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q2 2023 was Houlihan Financial Resource Group, an estimated $120M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q2 2023 was Corda Investment Management, an estimated $25.5M sold.

Based on aggregated 13F filings for Q2 2023.