We are live on ! Find out more
IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

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: 254261 (+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: 139 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
AA
251
Addison Advisors
Vermont
$105K -$33.3K -1,360 -24%
HI
252
Harbour Investments
Wisconsin
$92.6K -$43.3K -1,769 -32%
HWA
253
HHM Wealth Advisors
Tennessee
$90.2K
KOCAA
254
Knights of Columbus Asset Advisors
Connecticut
$89.3K
AIM
255
Anchor Investment Management
South Carolina
$83.6K
MWM
256
Mascoma Wealth Management
New Hampshire
$50.7K -$23.8K -974 -32%
BC
257
Bartlett & Co
Ohio
$50K +$50.1K +2,048 New
BCWM
258
Bartlett & Co Wealth Management
Ohio
$49.9K +$50.1K +2,048 New
GWM
259
Geneos Wealth Management
Colorado
$47.2K
AAG
260
Armstrong Advisory Group
Massachusetts
$40.4K
TSWM
261
Tyler-Stone Wealth Management
Ohio
$38K +$37.7K +1,540 New
SC
262
Stephens Consulting
Michigan
$37.4K +$269 +11 +0.7%
FFA
263
Farther Finance Advisors
California
$34.5K +$23.6K +962 +211%
SWPG
264
Strategic Wealth Partners Group
Illinois
$30K
SWA
265
Sutton Wealth Advisors
Florida
$25K +$25.1K +1,024 New
BL
266
Balentine LLC
Georgia
$24.9K
M
267
MOTCO
Texas
$23.6K
CT
268
Colonial Trust
South Carolina
$19.5K
BCPWM
269
Bradley & Co Private Wealth Management
Florida
$19.2K -$9.94K -406 -34%
GBT
270
Grove Bank & Trust
Florida
$18.4K +$18.5K +755 New
UB
271
UMB Bank
Missouri
$14.8K
Bank of Montreal
272
Bank of Montreal
Ontario, Canada
$12.4K +$12.5K +509 New
ATC
273
Adirondack Trust Company
New York
$12K +$12K +490 New
PNC Financial Services Group
274
PNC Financial Services Group
Pennsylvania
$11.3K
PIAS
275
PCA Investment Advisory Services
Ohio
$6.4K +$6.42K +262 New

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.