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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

280 hedge funds and large institutions have $1.7B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 137 increasing their positions, 54 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 54

144% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 18

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

7% more funds holding

Funds holding: 261280 (+19)

5% more capital invested

Capital invested by funds: $1.62B → $1.7B (+$81.5M)

0.97% more ownership

Funds ownership: 74.6%75.57% (+0.97%)

Holders
280
Holders Change
+19
Holders Change %
+7.28%
% of All Funds
4.44%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.21%
New
44
Increased
137
Reduced
54
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WANY
226
Wealthspire Advisors (New York)
New York
$281K
EGA
227
E&G Advisors
Texas
$280K -$24.4K -1,000 -8%
JBA
228
Johnson Bixby & Associates
Washington
$278K +$278K +11,406 New
KWM
229
Kingsview Wealth Management
Oregon
$277K
Kovitz Investment Group Partners
230
Kovitz Investment Group Partners
Illinois
$265K
ACA
231
Anchor Capital Advisors
Massachusetts
$263K +$30.1K +1,235 +13%
AC
232
AlphaCore Capital
California
$261K
LSA
233
L & S Advisors
California
$255K -$43.7K -1,791 -15%
KCM
234
Kathmere Capital Management
Pennsylvania
$255K +$255K +10,455 New
GC
235
Gilbert & Cook
Iowa
$248K +$248K +10,170 New
CAM
236
Claret Asset Management
Quebec, Canada
$241K
MA
237
MKT Advisors
California
$239K +$239K +9,818 New
CFCI
238
Comprehensive Financial Consultants Institutional
Indiana
$236K
WCG
239
Weaver Consulting Group
California
$229K +$229K +9,392 New
TTWM
240
TCV Trust & Wealth Management
Virginia
$227K
AWM
241
Alterna Wealth Management
Texas
$226K +$226K +9,271 New
EIA
242
Eldridge Investment Advisors
New Hampshire
$225K +$4.05K +166 +2%
WE
243
Wealth Effects
Massachusetts
$224K
CCA
244
Childress Capital Advisors
Texas
$222K +$222K +9,107 New
UCB
245
United Community Bank
South Carolina
$218K +$218K +8,953 New
PHIC
246
Pine Haven Investment Counsel
Massachusetts
$207K +$207K +8,500 New
AWM
247
Avior Wealth Management
Nebraska
$205K +$206K +8,431 New
SWA
248
Stratos Wealth Advisors
Ohio
$204K
DWA
249
Delap Wealth Advisory
Oregon
$203K
Comerica Bank
250
Comerica Bank
Texas
$201K +$202K +8,264 New

IBDQ Hedge Fund Activity: Q3 2023 in Review

280 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q3 2023, worth a combined $1.7B — up 5% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new IBDQ positions and 18 closed out — a net gain of 26 holders — while 137 added to existing stakes and 54 trimmed.

The largest buyer was Granite Bay Wealth Management, adding an estimated $104M. The largest seller was Houlihan Financial Resource Group, cutting an estimated $119M.

  • 280 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q3 2023, up from 261 in Q2 2023.
  • Funds reported $1.7B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q3 2023, up 5% quarter-over-quarter.
  • 44 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q3 2023 and 18 closed out, a net change of +26 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q3 2023 was Granite Bay Wealth Management, an estimated $104M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q3 2023 was Houlihan Financial Resource Group, an estimated $119M sold.

Based on aggregated 13F filings for Q3 2023.