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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF
IBDQ

Delisted

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

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356 hedge funds and large institutions have $1.98B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 187 increasing their positions, 80 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 80

60% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 20

8% more funds holding in top 10

Funds holding in top 10: 13 → 14 (+1)

3% more funds holding

Funds holding: 347 → 356 (+9)

4% more capital invested

Capital invested by funds: $1.91B → $1.98B (+$67.7M)

0.72% less ownership

Funds ownership: 69.88% → 69.15% (-0.72%)

Holders
356
Holders Change
+9
Holders Change %
+2.59%
% of All Funds
5.14%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.2%
New
32
Increased
187
Reduced
80
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$7.93M
2
Citadel Advisors
Citadel Advisors
Florida
+$6.55M
3
JP Morgan Chase
JP Morgan Chase
New York
+$5.95M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$5.8M
5
Stifel Financial
Stifel Financial
Missouri
+$5.6M

Top Sellers

Rank Fund Capital Flow
1
CAI
Capital Advisors Inc
Oklahoma
-$44.7M
2
CFS
Commonwealth Financial Services
West Virginia
-$6.99M
3
TF
TLWM Financial
Texas
-$6.57M
4
IAS
IMA Advisory Services
Colorado
-$5.25M
5
GAA
Global Assets Advisory
Florida
-$5.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFP
276
Beacon Financial Planning
Massachusetts
$368K +$22.3K +899 +6%
BCCM
277
Black Cypress Capital Management
Florida
$367K +$21.3K +860 +6%
EWS
278
Evergreen Wealth Solutions
Pennsylvania
$362K +$113K +4,575 +46%
VFIC
279
Valley Forge Investment Consultants
Pennsylvania
$360K +$3.39K +137 +1%
MA
280
MKT Advisors
California
$354K -$14.4K -583 -4%
AIM
281
Arcadia Investment Management
Michigan
$342K – – –
KAS
282
KPP Advisory Services
Kentucky
$342K -$85.6K -3,457 -20%
HWM
283
Horizons Wealth Management
North Carolina
$336K -$6.39K -258 -2%
SPIA
284
Steward Partners Investment Advisory
New York
$335K -$155K -6,238 -32%
RSWM
285
Robertson Stephens Wealth Management
California
$319K – – –
AGP
286
Autumn Glory Partners
Texas
$310K +$106K +4,272 +52%
BONH
287
Bank of New Hampshire
New Hampshire
$295K -$22.9K -925 -7%
GC
288
Gilbert & Cook
Iowa
$295K – – –
JBA
289
Johnson Bixby & Associates
Washington
$295K +$2.77K +112 +1%
WA
290
Waterford Advisors
New York
$293K +$495 +20 +0.2%
CCP
291
Cassia Capital Partners
North Carolina
$288K – – –
Bank of Montreal
292
Bank of Montreal
Ontario, Canada
$287K +$68.5K +2,765 +31%
WANY
293
Wealthspire Advisors (New York)
New York
$287K – – –
EGA
294
E&G Advisors
Texas
$286K – – –
JLBC
295
J.L. Bainbridge & Co
Florida
$285K +$46.8K +1,890 +20%
CIAS
296
CFS Investment Advisory Services
New Jersey
$281K -$152K -6,130 -35%
LNB
297
Ledyard National Bank
$277K +$276K +11,135 New
Kovitz Investment Group Partners
298
Kovitz Investment Group Partners
Illinois
$270K – – –
PHIC
299
Pine Haven Investment Counsel
Massachusetts
$270K +$7.43K +300 +3%
ACA
300
Anchor Capital Advisors
Massachusetts
$268K – – –
10 11
12
13 14

IBDQ Hedge Fund Activity: Q2 2024 in Review

356 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q2 2024, worth a combined $1.98B — up 3.5% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new IBDQ positions and 20 closed out — a net gain of 12 holders — while 187 added to existing stakes and 80 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $7.93M. The largest seller was Capital Advisors Inc, exiting entirely with an estimated $44.7M sold.

  • 356 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q2 2024, up from 347 in Q1 2024.
  • Funds reported $1.98B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q2 2024, up 3.5% quarter-over-quarter.
  • 32 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q2 2024 and 20 closed out, a net change of +12 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q2 2024 was Northwestern Mutual Wealth Management, an estimated $7.93M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q2 2024 was Capital Advisors Inc, an estimated $44.7M sold.

Based on aggregated 13F filings for Q2 2024.