We are live on ! Find out more
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
HWM
276
Horizons Wealth Management
North Carolina
$340K
HGERS
277
Householder Group Estate & Retirement Specialist
Arizona
$340K -$31.5K -1,273 -9%
LMKC
278
L.M. Kohn & Company
Ohio
$336K +$335K +13,523 New
EWM
279
Executive Wealth Management
Michigan
$331K +$332K +13,403 New
SL
280
SWMG LLC
Texas
$324K -$55K -2,222 -15%
SHA
281
Seneca House Advisors
Virginia
$318K +$318K +12,833 New
BONH
282
Bank of New Hampshire
New Hampshire
$318K
P
283
&Partners
Tennessee
$311K +$310K +12,524 New
GC
284
Gilbert & Cook
Iowa
$294K
WA
285
Waterford Advisors
New York
$292K -$29.6K -1,195 -9%
JBA
286
Johnson Bixby & Associates
Washington
$291K +$33.7K +1,361 +13%
CCP
287
Cassia Capital Partners
North Carolina
$287K
WANY
288
Wealthspire Advisors (New York)
New York
$286K
EGA
289
E&G Advisors
Texas
$285K
MOS
290
MGO One Seven
Ohio
$273K +$41.1K +1,658 +18%
Kovitz Investment Group Partners
291
Kovitz Investment Group Partners
Illinois
$270K
ACA
292
Anchor Capital Advisors
Massachusetts
$268K
UCB
293
United Community Bank
South Carolina
$264K +$42.3K +1,708 +19%
PHIC
294
Pine Haven Investment Counsel
Massachusetts
$262K +$14.9K +600 +6%
EWS
295
Evergreen Wealth Solutions
Pennsylvania
$248K +$248K +10,000 New
CAM
296
Claret Asset Management
Quebec, Canada
$245K
CFCI
297
Comprehensive Financial Consultants Institutional
Indiana
$241K
JLBC
298
J.L. Bainbridge & Co
Florida
$237K +$237K +9,560 New
CCA
299
Childress Capital Advisors
Texas
$234K +$8.72K +352 +4%
MCM
300
Mattern Capital Management
Colorado
$228K +$228K +9,202 New

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.