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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
GWCM
251
Godshalk Welsh Capital Management
Pennsylvania
$423K +$61.9K +2,500 +17%
MG
252
Marex Group
$422K +$421K +17,000 New
WFA
253
Wells Financial Advisors
Massachusetts
$420K
AWP
254
Accretive Wealth Partners
New Jersey
$411K +$412K +16,630 New
SS
255
Sunbelt Securities
Texas
$408K
WJA
256
Willis Johnson & Associates
Texas
$408K
APS
257
American Planning Services
Florida
$406K +$79.7K +3,217 +24%
BCM
258
Brookstone Capital Management
Illinois
$405K +$404K +16,326 New
MBT
259
Montecito Bank & Trust
California
$404K +$403K +16,292 New
IAIM
260
International Assets Investment Management
Florida
$396K +$95.4K +3,850 +32%
RW
261
REDW Wealth
New Mexico
$384K +$152K +6,137 +66%
USWIA
262
UP Strategic Wealth Investment Advisors
Pennsylvania
$382K
Bank of New York Mellon
263
Bank of New York Mellon
New York
$377K +$104K +4,190 +38%
JIR
264
James Investment Research
Ohio
$375K +$374K +15,115 New
PP
265
Prosperity Planning
Missouri
$374K
RJT
266
Raymond James Trust
Florida
$368K +$93K +3,756 +34%
MA
267
MKT Advisors
California
$366K +$693 +28 +0.2%
DSC
268
Duncker Streett & Co
Missouri
$366K
MCCP
269
Mission Creek Capital Partners
California
$364K -$109K -4,410 -23%
CPW
270
Crestmont Private Wealth
Texas
$363K +$362K +14,614 New
VFIC
271
Valley Forge Investment Consultants
Pennsylvania
$356K +$355K +14,345 New
SPWM
272
Straight Path Wealth Management
Michigan
$353K +$37.6K +1,518 +12%
BFP
273
Beacon Financial Planning
Massachusetts
$345K +$55K +2,220 +19%
BCCM
274
Black Cypress Capital Management
Florida
$345K +$344K +13,896 New
AIM
275
Arcadia Investment Management
Michigan
$341K

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.