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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

347 hedge funds and large institutions have $1.91B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 174 increasing their positions, 76 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 20

129% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 76

7% more funds holding

Funds holding: 325347 (+22)

5% less capital invested

Capital invested by funds: $2.02B → $1.91B (-$109M)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

10.39% less ownership

Funds ownership: 80.26%69.88% (-10%)

Holders
347
Holders Change
+22
Holders Change %
+6.77%
% of All Funds
5%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.19%
New
47
Increased
174
Reduced
76
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PIMG
226
Patriot Investment Management Group
Tennessee
$553K
SPWG
227
Syntegra Private Wealth Group
Missouri
$551K +$550K +22,226 New
CWM
228
Cornerstone Wealth Management
Missouri
$548K +$10.3K +414 +2%
RCA
229
Resonant Capital Advisors
Wisconsin
$548K +$547K +22,070 New
DWT
230
Dorsey & Whitney Trust
South Dakota
$546K -$99.1K -4,000 -15%
DWM
231
Dakota Wealth Management
Florida
$539K -$14.2K -575 -3%
GI
232
GAMMA Investing
California
$512K +$512K +20,656 New
MA
233
Mutual Advisors
Nebraska
$509K +$64.5K +2,605 +15%
BTI
234
Blue Trust Inc
Georgia
$503K +$502K +20,259 New
JHCP
235
Jackson Hole Capital Partners
Oklahoma
$500K -$34.7K -1,402 -7%
SWC
236
Spectrum Wealth Counsel
Indiana
$499K
VVP
237
Venture Visionary Partners
Ohio
$498K +$20.2K +814 +4%
CPWM
238
Cypress Point Wealth Management
Texas
$496K +$495K +20,000 New
1WM
239
1900 Wealth Management
Texas
$493K
SPIA
240
Steward Partners Investment Advisory
New York
$489K +$123K +4,980 +34%
PJSIMP
241
P.J. Schmidt Investment Management (PJS)
Wisconsin
$466K -$6.27K -253 -1%
Focus Partners Wealth
242
Focus Partners Wealth
Massachusetts
$465K
EIA
243
Eldridge Investment Advisors
New Hampshire
$464K -$393K -15,853 -46%
LF
244
Lee Financial
Texas
$459K -$458K -18,500 Closed
RSWM
245
Robertson Stephens Wealth Management
California
$453K
Barclays
246
Barclays
United Kingdom
$446K
Baird Financial Group
247
Baird Financial Group
Wisconsin
$445K +$156K +6,293 +54%
FFA
248
Farther Finance Advisors
California
$436K -$223 -9 -0.1%
CIAS
249
CFS Investment Advisory Services
New Jersey
$432K -$41.3K -1,669 -9%
KAS
250
KPP Advisory Services
Kentucky
$427K +$426K +17,197 New

IBDQ Hedge Fund Activity: Q1 2024 in Review

347 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q1 2024, worth a combined $1.91B — down 5.4% from $2.02B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new IBDQ positions and 20 closed out — a net gain of 27 holders — while 174 added to existing stakes and 76 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $18.1M. The largest seller was Morgan Stanley, cutting an estimated $110M.

  • 347 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q1 2024, up from 325 in Q4 2023.
  • Funds reported $1.91B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q1 2024, down 5.4% quarter-over-quarter.
  • 47 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q1 2024 and 20 closed out, a net change of +27 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q1 2024 was Mercer Global Advisors, an estimated $18.1M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q1 2024 was Morgan Stanley, an estimated $110M sold.

Based on aggregated 13F filings for Q1 2024.