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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
EWS
251
Evergreen Wealth Solutions
Pennsylvania
$517K +$150K +6,014 +41%
PIMG
252
Patriot Investment Management Group
Tennessee
$508K +$24.8K +995 +5%
FFA
253
Farther Finance Advisors
California
$506K +$54.2K +2,173 +12%
R
254
Rebalance
California
$505K +$502K +20,118 New
BTI
255
Blue Trust Inc
Georgia
$504K
1WM
256
1900 Wealth Management
Texas
$503K +$4.82K +193 +1%
VVP
257
Venture Visionary Partners
Ohio
$496K
JHCP
258
Jackson Hole Capital Partners
Oklahoma
$476K -$29.9K -1,200 -6%
WA
259
Waterford Advisors
New York
$473K +$176K +7,059 +60%
Neuberger Berman Group
260
Neuberger Berman Group
New York
$464K -$190K -7,600 -29%
LF
261
Lee Financial
Texas
$464K +$462K +18,500 New
MA
262
Mutual Advisors
Nebraska
$463K -$18.9K -756 -4%
APS
263
American Planning Services
Florida
$458K +$44.9K +1,799 +11%
PJSIMP
264
P.J. Schmidt Investment Management (PJS)
Wisconsin
$454K -$10.9K -436 -2%
Barclays
265
Barclays
United Kingdom
$451K
MCM
266
Mattern Capital Management
Colorado
$427K +$191K +7,646 +82%
MG
267
Marex Group
$427K
AT
268
American Trust
Kentucky
$418K +$416K +16,660 New
SS
269
Sunbelt Securities
Texas
$413K
SPWM
270
Straight Path Wealth Management
Michigan
$413K +$8.04K +322 +2%
WJA
271
Willis Johnson & Associates
Texas
$413K
MFG
272
Merit Financial Group
Georgia
$409K +$177K +7,077 +77%
ASN
273
Advisory Services Network
Georgia
$405K
DSC
274
Duncker Streett & Co
Missouri
$405K
PP
275
Prosperity Planning
Missouri
$398K

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.