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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

361 hedge funds and large institutions have $1.96B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 95 increasing their positions, 181 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.96% less ownership

Funds ownership: 66.71%63.75% (-3%)

8% less funds holding

Funds holding: 392361 (-31)

8% less capital invested

Capital invested by funds: $2.14B → $1.96B (-$174M)

18% less funds holding in top 10

Funds holding in top 10: 1714 (-3)

48% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 181

56% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 39

Holders
361
Holders Change
-31
Holders Change %
-7.91%
% of All Funds
4.74%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.18%
New
17
Increased
95
Reduced
181
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SVCP
251
Silicon Valley Capital Partners
California
$475K +$4.95K +197 +1%
SPWM
252
Straight Path Wealth Management
Michigan
$465K -$45.8K -1,824 -9%
Barclays
253
Barclays
United Kingdom
$453K
SG
254
StoneX Group
New York
$451K +$44.2K +1,757 +11%
VVP
255
Venture Visionary Partners
Ohio
$450K +$226 +9 +0.1%
MCM
256
Mattern Capital Management
Colorado
$444K +$5.28K +210 +1%
RPC
257
Rossmore Private Capital
Connecticut
$441K
PJSIMP
258
P.J. Schmidt Investment Management (PJS)
Wisconsin
$441K -$11.1K -442 -2%
AT
259
American Trust
Kentucky
$433K
WA
260
Waterford Advisors
New York
$433K +$353K +14,039 +448%
SNWA
261
Siligmueller & Norvid Wealth Advisors
Illinois
$421K +$420K +16,703 New
MWP
262
Meredith Wealth Planning
Illinois
$418K +$4.37K +174 +1%
WJA
263
Willis Johnson & Associates
Texas
$414K
SS
264
Sunbelt Securities
Texas
$376K -$61.3K -2,437 -14%
WFMPM
265
Woodley Farra Manion Portfolio Management
Indiana
$368K +$18K +716 +5%
LMKC
266
L.M. Kohn & Company
Ohio
$367K -$52.8K -2,100 -13%
PWA
267
Physician Wealth Advisors
Utah
$367K
PWA
268
Provenance Wealth Advisors
Florida
$363K
MOS
269
MGO One Seven
Ohio
$360K -$358K -14,259 Closed
BFP
270
Beacon Financial Planning
Massachusetts
$360K +$2.71K +108 +0.8%
SHA
271
Seneca House Advisors
Virginia
$359K -$42.6K -1,696 -11%
TCOK
272
Trust Company of Kansas
Kansas
$358K -$45.2K -1,800 -11%
FAC
273
Financial Advisory Corporation
Michigan
$356K +$44.6K +1,775 +14%
MA
274
Mutual Advisors
Nebraska
$355K -$113K -4,497 -24%
JLBC
275
J.L. Bainbridge & Co
Florida
$352K -$2.36K -94 -0.7%

IBDQ Hedge Fund Activity: Q3 2025 in Review

361 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q3 2025, worth a combined $1.96B — down 8.1% from $2.14B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of IBDQ and 17 opened new positions — a net loss of 22 holders — while 181 trimmed existing stakes and 95 added.

The largest buyer was HM Payson & Co, adding an estimated $9.76M. The largest seller was Morgan Stanley, cutting an estimated $14.4M.

  • 361 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q3 2025, down from 392 in Q2 2025.
  • Funds reported $1.96B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q3 2025, down 8.1% quarter-over-quarter.
  • 17 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q3 2025 and 39 closed out, a net change of -22 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q3 2025 was HM Payson & Co, an estimated $9.76M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q3 2025 was Morgan Stanley, an estimated $14.4M sold.

Based on aggregated 13F filings for Q3 2025.