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.

389 hedge funds and large institutions have $3.17B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 185 increasing their positions, 88 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 28

110% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 88

55% more capital invested

Capital invested by funds: $2.05B → $3.17B (+$1.12B)

47% more funds holding in top 10

Funds holding in top 10: 1522 (+7)

7% more funds holding

Funds holding: 363389 (+26)

1.17% more ownership

Funds ownership: 69%70.18% (+1.2%)

Holders
389
Holders Change
+26
Holders Change %
+7.16%
% of All Funds
5.12%
Holding in Top 10
22
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+46.67%
% of All Funds
0.29%
New
60
Increased
185
Reduced
88
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
276
Dakota Wealth Management
Florida
$543K -$1.63K -65 -0.3%
LMKC
277
L.M. Kohn & Company
Ohio
$542K
KOMWMG
278
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$530K +$178K +7,108 +51%
IAS
279
IMA Advisory Services
Colorado
$522K -$159K -6,337 -23%
EAM
280
Empirical Asset Management
Massachusetts
$521K -$91.8K -3,665 -15%
SPWM
281
Straight Path Wealth Management
Michigan
$517K +$105K +4,175 +25%
PWA
282
Provenance Wealth Advisors
Florida
$505K +$180K +7,185 +55%
DWM
283
DecisionMap Wealth Management
Virginia
$497K +$497K +19,855 New
VVP
284
Venture Visionary Partners
Ohio
$494K +$494K +19,701 New
AMM
285
American Money Management
California
$485K -$337K -13,443 -41%
SWA
286
Sightline Wealth Advisors
Connecticut
$477K -$415K -16,557 -47%
JHCP
287
Jackson Hole Capital Partners
Oklahoma
$475K
LF
288
Lee Financial
Texas
$463K -$463K -18,500 Closed
Neuberger Berman Group
289
Neuberger Berman Group
New York
$463K
SVCP
290
Silicon Valley Capital Partners
California
$460K +$460K +18,347 New
SPIA
291
Steward Partners Investment Advisory
New York
$455K +$245K +9,762 +116%
Barclays
292
Barclays
United Kingdom
$450K
PJSIMP
293
P.J. Schmidt Investment Management (PJS)
Wisconsin
$448K -$5.24K -209 -1%
SS
294
Sunbelt Securities
Texas
$435K +$22.6K +903 +5%
MCM
295
Mattern Capital Management
Colorado
$426K
MG
296
Marex Group
$426K
Jones Financial Companies
297
Jones Financial Companies
Missouri
$424K +$240K +9,585 +130%
Bank of Montreal
298
Bank of Montreal
Ontario, Canada
$420K +$72.9K +2,909 +21%
AT
299
American Trust
Kentucky
$417K
WJA
300
Willis Johnson & Associates
Texas
$412K

IBDQ Hedge Fund Activity: Q4 2024 in Review

389 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q4 2024, worth a combined $3.17B — up 55% from $2.05B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new IBDQ positions and 28 closed out — a net gain of 32 holders — while 185 added to existing stakes and 88 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $14.8M. The largest seller was Kesler Norman & Wride, exiting entirely with an estimated $7.68M sold.

  • 389 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q4 2024, up from 363 in Q3 2024.
  • Funds reported $3.17B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q4 2024, up 55% quarter-over-quarter.
  • 60 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q4 2024 and 28 closed out, a net change of +32 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q4 2024 was Renaissance Technologies, an estimated $14.8M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q4 2024 was Kesler Norman & Wride, an estimated $7.68M sold.

Based on aggregated 13F filings for Q4 2024.