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.

392 hedge funds and large institutions have $2.14B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 128 increasing their positions, 158 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 21

1% less funds holding

Funds holding: 397392 (-5)

1.77% less ownership

Funds ownership: 68.48%66.71% (-1.8%)

9% less capital invested

Capital invested by funds: $2.34B → $2.14B (-$204M)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

19% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 158

Holders
392
Holders Change
-5
Holders Change %
-1.26%
% of All Funds
5.16%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.22%
New
25
Increased
128
Reduced
158
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SVCP
276
Silicon Valley Capital Partners
California
$470K +$469K +18,660 New
MA
277
Mutual Advisors
Nebraska
$468K +$40.3K +1,606 +9%
Barclays
278
Barclays
United Kingdom
$453K
PJSIMP
279
P.J. Schmidt Investment Management (PJS)
Wisconsin
$452K +$804 +32 +0.2%
VVP
280
Venture Visionary Partners
Ohio
$450K +$201 +8 +0%
NDSI
281
Newman Dignan & Sheerar Inc
Rhode Island
$447K -$404K -16,086 -48%
RPC
282
Rossmore Private Capital
Connecticut
$441K +$175K +6,963 +66%
MCM
283
Mattern Capital Management
Colorado
$439K +$8.41K +335 +2%
SS
284
Sunbelt Securities
Texas
$435K
AT
285
American Trust
Kentucky
$433K
WA
286
Waterford Advisors
New York
$430K -$347K -13,814 -82%
LMKC
287
L.M. Kohn & Company
Ohio
$420K -$71.7K -2,856 -15%
WJA
288
Willis Johnson & Associates
Texas
$414K
MWP
289
Meredith Wealth Planning
Illinois
$413K +$4.22K +168 +1%
SG
290
StoneX Group
New York
$406K -$16.9K -671 -4%
TCOK
291
Trust Company of Kansas
Kansas
$404K
SHA
292
Seneca House Advisors
Virginia
$402K -$233K -9,258 -37%
KAS
293
KPP Advisory Services
Kentucky
$384K
PWA
294
Physician Wealth Advisors
Utah
$366K +$153K +6,111 +72%
PWA
295
Provenance Wealth Advisors
Florida
$362K -$60.2K -2,395 -14%
CIBC Private Wealth Group
296
CIBC Private Wealth Group
Georgia
$360K +$75 +3 +0%
MOS
297
MGO One Seven
Ohio
$359K -$452 -18 -0.1%
BFP
298
Beacon Financial Planning
Massachusetts
$357K +$1.83K +73 +0.5%
JLBC
299
J.L. Bainbridge & Co
Florida
$354K
KOMWMG
300
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$352K -$290K -11,551 -45%

IBDQ Hedge Fund Activity: Q2 2025 in Review

392 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q2 2025, worth a combined $2.14B — down 8.7% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IBDQ positions and 21 closed out — a net gain of 4 holders — while 128 added to existing stakes and 158 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $20.9M. The largest seller was Mercer Global Advisors, cutting an estimated $50.2M.

  • 392 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q2 2025, down from 397 in Q1 2025.
  • Funds reported $2.14B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q2 2025, down 8.7% quarter-over-quarter.
  • 25 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q2 2025 and 21 closed out, a net change of +4 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q2 2025 was Focus Partners Wealth, an estimated $20.9M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q2 2025 was Mercer Global Advisors, an estimated $50.2M sold.

Based on aggregated 13F filings for Q2 2025.