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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
P
276
&Partners
Tennessee
$391K -$96.1K -3,851 -20%
USWIA
277
UP Strategic Wealth Investment Advisors
Pennsylvania
$387K
VFIC
278
Valley Forge Investment Consultants
Pennsylvania
$367K +$3.52K +141 +1%
KOMWMG
279
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$352K +$350K +14,038 New
MAG
280
M3 Advisory Group
Massachusetts
$350K +$348K +13,951 New
BCCM
281
Black Cypress Capital Management
Florida
$349K -$21.5K -860 -6%
Bank of Montreal
282
Bank of Montreal
Ontario, Canada
$348K +$57.6K +2,309 +20%
GBWM
283
Granite Bay Wealth Management
New Hampshire
$346K -$49.9K -2,000 -13%
AIM
284
Arcadia Investment Management
Michigan
$345K
KAS
285
KPP Advisory Services
Kentucky
$345K
HWM
286
Horizons Wealth Management
North Carolina
$335K -$4.02K -161 -1%
OC
287
Oppenheimer & Co
New York
$332K +$330K +13,236 New
PWA
288
Provenance Wealth Advisors
Florida
$326K +$150K +6,015 +86%
BFP
289
Beacon Financial Planning
Massachusetts
$320K -$51.6K -2,066 -14%
AGP
290
Autumn Glory Partners
Texas
$313K
JBA
291
Johnson Bixby & Associates
Washington
$300K +$2.9K +116 +1%
GC
292
Gilbert & Cook
Iowa
$298K
JLBC
293
J.L. Bainbridge & Co
Florida
$298K +$10.3K +411 +4%
SHA
294
Seneca House Advisors
Virginia
$297K +$56.1K +2,248 +23%
MA
295
MKT Advisors
California
$293K -$63.8K -2,555 -18%
ACA
296
Aptus Capital Advisors
Alabama
$292K +$290K +11,618 New
WANY
297
Wealthspire Advisors (New York)
New York
$290K
EGA
298
E&G Advisors
Texas
$289K
LNB
299
Ledyard National Bank
$279K
PHIC
300
Pine Haven Investment Counsel
Massachusetts
$279K +$6.24K +250 +2%

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.