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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

397 hedge funds and large institutions have $2.34B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 163 increasing their positions, 135 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 22

21% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 135

2% more funds holding

Funds holding: 389397 (+8)

1.69% less ownership

Funds ownership: 70.18%68.48% (-1.7%)

14% less funds holding in top 10

Funds holding in top 10: 2219 (-3)

26% less capital invested

Capital invested by funds: $3.17B → $2.34B (-$828M)

Holders
397
Holders Change
+8
Holders Change %
+2.06%
% of All Funds
5.32%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.25%
New
34
Increased
163
Reduced
135
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
276
Dakota Wealth Management
Florida
$520K -$25.1K -1,000 -5%
DWM
277
DecisionMap Wealth Management
Virginia
$513K +$13.7K +544 +3%
PP
278
Prosperity Planning
Missouri
$502K
UCB
279
United Community Bank
South Carolina
$501K +$276K +10,980 +123%
LMKC
280
L.M. Kohn & Company
Ohio
$491K -$53.3K -2,123 -10%
SPIA
281
Steward Partners Investment Advisory
New York
$486K +$29.2K +1,161 +6%
AMM
282
American Money Management
California
$484K -$3.52K -140 -0.7%
JHCP
283
Jackson Hole Capital Partners
Oklahoma
$477K
Bank of Montreal
284
Bank of Montreal
Ontario, Canada
$467K +$45K +1,792 +11%
Neuberger Berman Group
285
Neuberger Berman Group
New York
$465K
LF
286
Lee Financial
Texas
$465K +$465K +18,500 New
Barclays
287
Barclays
United Kingdom
$452K
PJSIMP
288
P.J. Schmidt Investment Management (PJS)
Wisconsin
$450K +$527 +21 +0.1%
VVP
289
Venture Visionary Partners
Ohio
$449K -$46.2K -1,840 -9%
SS
290
Sunbelt Securities
Texas
$437K
AT
291
American Trust
Kentucky
$432K +$13.3K +531 +3%
MCM
292
Mattern Capital Management
Colorado
$430K +$1.68K +67 +0.4%
MA
293
Mutual Advisors
Nebraska
$428K +$22.6K +899 +6%
WA
294
Waterford Advisors
New York
$426K +$426K +16,947 New
SG
295
StoneX Group
New York
$423K +$203K +8,085 +93%
PWA
296
Provenance Wealth Advisors
Florida
$422K -$84.9K -3,380 -17%
WJA
297
Willis Johnson & Associates
Texas
$413K
MWP
298
Meredith Wealth Planning
Illinois
$408K +$2.69K +107 +0.7%
TCOK
299
Trust Company of Kansas
Kansas
$403K +$402K +16,027 New
T
300
Tableaux
Massachusetts
$398K +$398K +15,838 New

IBDQ Hedge Fund Activity: Q1 2025 in Review

397 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q1 2025, worth a combined $2.34B — down 26% from $3.17B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new IBDQ positions and 22 closed out — a net gain of 12 holders — while 163 added to existing stakes and 135 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $19.6M. The largest seller was Focus Partners Wealth, exiting entirely with an estimated $23.2M sold.

  • 397 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q1 2025, up from 389 in Q4 2024.
  • Funds reported $2.34B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q1 2025, down 26% quarter-over-quarter.
  • 34 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q1 2025 and 22 closed out, a net change of +12 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q1 2025 was HighTower Advisors, an estimated $19.6M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q1 2025 was Focus Partners Wealth, an estimated $23.2M sold.

Based on aggregated 13F filings for Q1 2025.