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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

363 hedge funds and large institutions have $2.05B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 185 increasing their positions, 88 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 88

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

2% more funds holding

Funds holding: 356363 (+7)

4% more capital invested

Capital invested by funds: $1.98B → $2.05B (+$69.9M)

0.15% less ownership

Funds ownership: 69.15%69% (-0.15%)

Holders
363
Holders Change
+7
Holders Change %
+1.97%
% of All Funds
5.21%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.22%
New
35
Increased
185
Reduced
88
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CGA
226
Crescent Grove Advisors
Illinois
$676K
BCM
227
Brookstone Capital Management
Illinois
$676K +$162K +6,491 +32%
MWM
228
Modern Wealth Management
Kansas
$666K +$662K +26,531 New
RSWA
229
Robinson Smith Wealth Advisors
Maine
$662K
APP
230
Avantax Planning Partners
Iowa
$655K +$2.72K +109 +0.4%
RWM
231
Ritholtz Wealth Management
New York
$638K -$705K -28,259 -53%
MMHP
232
Murphy Middleton Hinkle & Parker
Georgia
$630K -$72.6K -2,908 -10%
GWCM
233
Godshalk Welsh Capital Management
Pennsylvania
$629K +$64.9K +2,600 +12%
BWM
234
BCS Wealth Management
Tennessee
$623K
PS
235
Principal Securities
Iowa
$618K -$13K -519 -2%
EAM
236
Empirical Asset Management
Massachusetts
$614K +$873 +35 +0.1%
CPW
237
Crestmont Private Wealth
Texas
$610K +$181K +7,260 +43%
JIR
238
James Investment Research
Ohio
$605K +$49.9K +2,000 +9%
AWP
239
Accretive Wealth Partners
New Jersey
$599K +$131K +5,230 +28%
SB
240
Strategic Blueprint
Georgia
$590K -$36.7K -1,472 -6%
SWC
241
Spectrum Wealth Counsel
Indiana
$589K +$9.98K +400 +2%
First Manhattan
242
First Manhattan
New York
$576K +$573K +22,940 New
Bank of New York Mellon
243
Bank of New York Mellon
New York
$574K +$24K +962 +4%
RJT
244
Raymond James Trust
Florida
$571K +$81.2K +3,255 +17%
DP
245
Dearborn Partners
Illinois
$568K +$4.44K +178 +0.8%
DWT
246
Dorsey & Whitney Trust
South Dakota
$552K
CWM
247
Cornerstone Wealth Management
Missouri
$551K +$1.42K +57 +0.3%
DWM
248
Dakota Wealth Management
Florida
$546K
Baird Financial Group
249
Baird Financial Group
Wisconsin
$544K +$13K +522 +2%
LMKC
250
L.M. Kohn & Company
Ohio
$543K +$157K +6,310 +41%

IBDQ Hedge Fund Activity: Q3 2024 in Review

363 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q3 2024, worth a combined $2.05B — up 3.5% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new IBDQ positions and 24 closed out — a net gain of 11 holders — while 185 added to existing stakes and 88 trimmed.

The largest buyer was Sound View Wealth Advisors Group, adding an estimated $13.5M. The largest seller was Bank of America, cutting an estimated $24.1M.

  • 363 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q3 2024, up from 356 in Q2 2024.
  • Funds reported $2.05B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q3 2024, up 3.5% quarter-over-quarter.
  • 35 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q3 2024 and 24 closed out, a net change of +11 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q3 2024 was Sound View Wealth Advisors Group, an estimated $13.5M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q3 2024 was Bank of America, an estimated $24.1M sold.

Based on aggregated 13F filings for Q3 2024.