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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
HBT
251
Hills Bank & Trust
Iowa
$199K +$200K +8,186 New
OHWP
252
Oak Harbor Wealth Partners
North Carolina
$192K +$220 +9 +0.1%
AA
253
Addison Advisors
Vermont
$190K +$84.9K +3,480 +80%
GGI
254
Godsey & Gibb Inc
Virginia
$189K -$274K -11,215 -59%
LWCFA
255
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$183K
PA
256
Parallel Advisors
California
$175K +$28.3K +1,160 +19%
PWA
257
Provenance Wealth Advisors
Florida
$174K +$174K +7,124 New
PTC
258
Private Trust Company
Ohio
$161K
FRA
259
Front Row Advisors
California
$152K
SIC
260
Salem Investment Counselors
North Carolina
$152K +$152K +6,226 New
RTC
261
Riverview Trust Company
Washington
$135K +$136K +5,558 New
BWM
262
Baystate Wealth Management
Massachusetts
$108K +$390 +16 +0.4%
HI
263
Harbour Investments
Wisconsin
$93.3K +$756 +31 +0.8%
HWA
264
HHM Wealth Advisors
Tennessee
$90.2K
KOCAA
265
Knights of Columbus Asset Advisors
Connecticut
$89.2K
AIM
266
Anchor Investment Management
South Carolina
$83.6K
SWA
267
Sutton Wealth Advisors
Florida
$83.1K +$58.2K +2,387 +233%
FHA
268
First Horizon Advisors
Tennessee
$79.3K +$79.3K +3,253 New
MWM
269
Mascoma Wealth Management
New Hampshire
$66.5K +$15.9K +653 +31%
BWL
270
Bogart Wealth LLC
Virginia
$62.3K +$62.4K +2,558 New
Bank of Montreal
271
Bank of Montreal
Ontario, Canada
$61.5K +$49.1K +2,013 +395%
BC
272
Bartlett & Co
Ohio
$50K
BCWM
273
Bartlett & Co Wealth Management
Ohio
$49.9K
GWM
274
Geneos Wealth Management
Colorado
$47.2K
AAG
275
Armstrong Advisory Group
Massachusetts
$40.4K

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.