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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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361 hedge funds and large institutions have $1.96B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 95 increasing their positions, 181 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.96% less ownership

Funds ownership: 66.71% → 63.75% (-3%)

8% less funds holding

Funds holding: 392 → 361 (-31)

8% less capital invested

Capital invested by funds: $2.14B → $1.96B (-$174M)

18% less funds holding in top 10

Funds holding in top 10: 17 → 14 (-3)

48% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 181

56% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 39

Holders
361
Holders Change
-31
Holders Change %
-7.91%
% of All Funds
4.74%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.18%
New
17
Increased
95
Reduced
181
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HPC
HM Payson & Co
Maine
+$9.76M
2
LPL Financial
LPL Financial
California
+$6.36M
3
R
Rebalance
California
+$6.11M
4
Osaic Holdings
Osaic Holdings
Arizona
+$4.7M
5
KCM
Kathmere Capital Management
Pennsylvania
+$3.54M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$14.4M
2
UBS Group
UBS Group
Switzerland
-$14M
3
AF
Arrow Financial
New York
-$11.9M
4
KTM
Keeler Thomas Management
Utah
-$11.8M
5
Citadel Advisors
Citadel Advisors
Florida
-$11.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
276
Farther Finance Advisors
California
$351K +$182K +7,223 +108%
RA
277
Riverstone Advisors
Texas
$351K +$350K +13,922 New
KAS
278
KPP Advisory Services
Kentucky
$346K -$37.7K -1,500 -10%
AGP
279
Autumn Glory Partners
Texas
$344K +$8.14K +324 +2%
CA
280
Calton & Associates
Florida
$341K +$15.8K +629 +5%
KOMWMG
281
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$337K -$15.6K -619 -4%
CIBC Private Wealth Group
282
CIBC Private Wealth Group
Georgia
$336K -$24.9K -989 -7%
VFIC
283
Valley Forge Investment Consultants
Pennsylvania
$326K +$3.42K +136 +1%
PHIC
284
Pine Haven Investment Counsel
Massachusetts
$324K -$3.77K -150 -1%
SSWM
285
Smith Salley Wealth Management
North Carolina
$313K +$312K +12,426 New
RSWA
286
Robinson Smith Wealth Advisors
Maine
$308K – – –
BAM
287
Belpointe Asset Management
Nevada
$307K +$307K +12,200 New
PWMG
288
Pinnacle Wealth Management Group
Michigan
$302K – – –
GC
289
Gilbert & Cook
Iowa
$299K – – –
WANY
290
Wealthspire Advisors (New York)
New York
$291K – – –
EGA
291
E&G Advisors
Texas
$277K – – –
WIA
292
World Investment Advisors
California
$277K – – –
LPFG
293
Landing Point Financial Group
Ohio
$277K +$1.78K +71 +0.6%
RSWM
294
Robertson Stephens Wealth Management
California
$274K – – –
ES
295
Eagle Strategies
New York
$272K +$1.21K +48 +0.4%
AIM
296
Arcadia Investment Management
Michigan
$271K – – –
SPWG
297
Syntegra Private Wealth Group
Missouri
$270K -$270K -10,738 Closed
DWM
298
Dakota Wealth Management
Florida
$268K -$219K -8,710 -45%
SFGP
299
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$261K – – –
RWM
300
Ritholtz Wealth Management
New York
$260K -$260K -10,348 -50%
10 11
12
13 14

IBDQ Hedge Fund Activity: Q3 2025 in Review

361 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q3 2025, worth a combined $1.96B — down 8.1% from $2.14B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of IBDQ and 17 opened new positions — a net loss of 22 holders — while 181 trimmed existing stakes and 95 added.

The largest buyer was HM Payson & Co, adding an estimated $9.76M. The largest seller was Morgan Stanley, cutting an estimated $14.4M.

  • 361 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q3 2025, down from 392 in Q2 2025.
  • Funds reported $1.96B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q3 2025, down 8.1% quarter-over-quarter.
  • 17 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q3 2025 and 39 closed out, a net change of -22 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q3 2025 was HM Payson & Co, an estimated $9.76M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q3 2025 was Morgan Stanley, an estimated $14.4M sold.

Based on aggregated 13F filings for Q3 2025.