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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

347 hedge funds and large institutions have $1.91B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 174 increasing their positions, 76 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 20

129% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 76

7% more funds holding

Funds holding: 325347 (+22)

5% less capital invested

Capital invested by funds: $2.02B → $1.91B (-$109M)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

10.39% less ownership

Funds ownership: 80.26%69.88% (-10%)

Holders
347
Holders Change
+22
Holders Change %
+6.77%
% of All Funds
5%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.19%
New
47
Increased
174
Reduced
76
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
301
Bank of Montreal
Ontario, Canada
$218K +$79.3K +3,200 +57%
WE
302
Wealth Effects
Massachusetts
$217K
SB
303
Strategic Blueprint
Georgia
$213K +$213K +8,590 New
RBFC
304
Roman Butler Fullerton & Co
Missouri
$212K
PTC
305
Private Trust Company
Ohio
$211K +$22.3K +902 +12%
AWM
306
Avior Wealth Management
Nebraska
$209K
DWA
307
Delap Wealth Advisory
Oregon
$207K -$207K -8,350 -50%
VNA
308
Valley National Advisers
Pennsylvania
$207K -$152K -6,134 -42%
CIBC Private Wealth Group
309
CIBC Private Wealth Group
Georgia
$205K +$206K +8,308 New
AWM
310
Apollon Wealth Management
South Carolina
$205K +$204K +8,249 New
AGP
311
Autumn Glory Partners
Texas
$203K
CWS
312
Cypress Wealth Services
California
$203K
BWP
313
BSW Wealth Partners
Colorado
$202K +$202K +8,161 New
BA
314
Ballast Advisors
Minnesota
$193K +$193K +7,776 New
AA
315
Addison Advisors
Vermont
$191K -$16.4K -661 -8%
LWCFA
316
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$186K
PWA
317
Provenance Wealth Advisors
Florida
$173K -$3.86K -156 -2%
KOCAA
318
Knights of Columbus Asset Advisors
Connecticut
$161K +$70.1K +2,831 +77%
FRA
319
Front Row Advisors
California
$155K +$10.3K +415 +7%
LB
320
Legacy Bridge
Iowa
$153K +$19.8K +800 +15%
ATC
321
Adirondack Trust Company
New York
$153K +$46.6K +1,883 +44%
OHWP
322
Oak Harbor Wealth Partners
North Carolina
$146K +$149 +6 +0.1%
BWL
323
Bogart Wealth LLC
Virginia
$133K +$15K +606 +13%
KHC
324
Koesten Hirschmann & Crabtree
Kansas
$121K
HI
325
Harbour Investments
Wisconsin
$120K +$24K +969 +25%

IBDQ Hedge Fund Activity: Q1 2024 in Review

347 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q1 2024, worth a combined $1.91B — down 5.4% from $2.02B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new IBDQ positions and 20 closed out — a net gain of 27 holders — while 174 added to existing stakes and 76 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $18.1M. The largest seller was Morgan Stanley, cutting an estimated $110M.

  • 347 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q1 2024, up from 325 in Q4 2023.
  • Funds reported $1.91B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q1 2024, down 5.4% quarter-over-quarter.
  • 47 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q1 2024 and 20 closed out, a net change of +27 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q1 2024 was Mercer Global Advisors, an estimated $18.1M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q1 2024 was Morgan Stanley, an estimated $110M sold.

Based on aggregated 13F filings for Q1 2024.