iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
IBDQ was delisted on the 15th of December, 2025.
325 hedge funds and large institutions have $2.02B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2023 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 156 increasing their positions, 64 reducing their positions, and 16 closing their positions.
294% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 16
144% more repeat investments, than reductions
Existing positions increased: 156 | Existing positions reduced: 64
19% more capital invested
Capital invested by funds: $1.7B → $2.02B (+$324M)
16% more funds holding
Funds holding: 280 → 325 (+45)
8% more funds holding in top 10
Funds holding in top 10: 13 → 14 (+1)
4.7% more ownership
Funds ownership: 75.57% → 80.26% (+4.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$106M |
| 2 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
+$22.7M |
| 3 |
SL
Summitry LLC
Foster City,
California
|
+$19.9M |
| 4 |
KTM
Keeler Thomas Management
Orem,
Utah
|
+$15M |
| 5 |
Mariner
Overland Park,
Kansas
|
+$14.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
-$36.1M |
| 2 |
GBWM
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
-$23.2M |
| 3 |
SPWG
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
-$18.9M |
| 4 |
GA
Gateway Advisory
Westfield,
New Jersey
|
-$17M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$11M |
IBDQ Hedge Fund Activity: Q4 2023 in Review
325 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q4 2023, worth a combined $2.02B — up 19% from $1.7B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new IBDQ positions and 16 closed out — a net gain of 47 holders — while 156 added to existing stakes and 64 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $106M. The largest seller was Capital Advisors Inc, cutting an estimated $36.1M.
- 325 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q4 2023, up from 280 in Q3 2023.
- Funds reported $2.02B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q4 2023, up 19% quarter-over-quarter.
- 63 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q4 2023 and 16 closed out, a net change of +47 holders.
- The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q4 2023 was Morgan Stanley, an estimated $106M added.
- The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q4 2023 was Capital Advisors Inc, an estimated $36.1M sold.
Based on aggregated 13F filings for Q4 2023.