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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

392 hedge funds and large institutions have $2.14B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 128 increasing their positions, 158 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 21

1% less funds holding

Funds holding: 397392 (-5)

1.77% less ownership

Funds ownership: 68.48%66.71% (-1.8%)

9% less capital invested

Capital invested by funds: $2.34B → $2.14B (-$204M)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

19% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 158

Holders
392
Holders Change
-5
Holders Change %
-1.26%
% of All Funds
5.16%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.22%
New
25
Increased
128
Reduced
158
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPW
251
Cove Private Wealth
New York
$590K +$2.51K +100 +0.4%
ASN
252
Advisory Services Network
Georgia
$589K +$27.3K +1,086 +5%
BSG
253
Black Swift Group
Colorado
$589K -$273K -10,875 -32%
AWMG
254
ADG Wealth Management Group
Louisiana
$586K +$585K +23,275 New
BFS
255
BridgePort Financial Solutions
Iowa
$578K +$3.52K +140 +0.6%
SB
256
Strategic Blueprint
Georgia
$576K +$11.2K +447 +2%
JBA
257
Johnson Bixby & Associates
Washington
$575K +$187K +7,433 +48%
Baird Financial Group
258
Baird Financial Group
Wisconsin
$564K -$9.57K -381 -2%
ACA
259
Aptus Capital Advisors
Alabama
$562K +$10.1K +403 +2%
GHA
260
Granite Harbor Advisors
Texas
$555K -$28.8K -1,148 -5%
DWT
261
Dorsey & Whitney Trust
South Dakota
$554K
AWE
262
Avidian Wealth Enterprises
Texas
$542K +$201K +8,015 +59%
TSS
263
Two Sigma Securities
New York
$541K +$540K +21,488 New
MF
264
Montis Financial
Massachusetts
$541K -$55.9K -2,225 -9%
EAM
265
Empirical Asset Management
Massachusetts
$526K +$954 +38 +0.2%
GVAG
266
Great Valley Advisor Group
Delaware
$525K -$126K -5,002 -19%
RWM
267
Ritholtz Wealth Management
New York
$520K -$67.2K -2,676 -11%
SIA
268
Summit Investment Advisors
Maryland
$516K -$10.2K -407 -2%
PP
269
Prosperity Planning
Missouri
$516K
SPWM
270
Straight Path Wealth Management
Michigan
$511K -$22.9K -910 -4%
UCB
271
United Community Bank
South Carolina
$492K -$10K -400 -2%
T
272
Tableaux
Massachusetts
$491K +$91.5K +3,643 +23%
DWM
273
Dakota Wealth Management
Florida
$487K -$33.7K -1,340 -6%
AMM
274
American Money Management
California
$485K +$754 +30 +0.2%
JHCP
275
Jackson Hole Capital Partners
Oklahoma
$477K

IBDQ Hedge Fund Activity: Q2 2025 in Review

392 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q2 2025, worth a combined $2.14B — down 8.7% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IBDQ positions and 21 closed out — a net gain of 4 holders — while 128 added to existing stakes and 158 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $20.9M. The largest seller was Mercer Global Advisors, cutting an estimated $50.2M.

  • 392 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q2 2025, down from 397 in Q1 2025.
  • Funds reported $2.14B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q2 2025, down 8.7% quarter-over-quarter.
  • 25 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q2 2025 and 21 closed out, a net change of +4 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q2 2025 was Focus Partners Wealth, an estimated $20.9M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q2 2025 was Mercer Global Advisors, an estimated $50.2M sold.

Based on aggregated 13F filings for Q2 2025.