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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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356 hedge funds and large institutions have $1.98B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 187 increasing their positions, 80 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 80

60% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 20

8% more funds holding in top 10

Funds holding in top 10: 13 → 14 (+1)

3% more funds holding

Funds holding: 347 → 356 (+9)

4% more capital invested

Capital invested by funds: $1.91B → $1.98B (+$67.7M)

0.72% less ownership

Funds ownership: 69.88% → 69.15% (-0.72%)

Holders
356
Holders Change
+9
Holders Change %
+2.59%
% of All Funds
5.14%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.2%
New
32
Increased
187
Reduced
80
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$7.93M
2
Citadel Advisors
Citadel Advisors
Florida
+$6.55M
3
JP Morgan Chase
JP Morgan Chase
New York
+$5.95M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$5.8M
5
Stifel Financial
Stifel Financial
Missouri
+$5.6M

Top Sellers

Rank Fund Capital Flow
1
CAI
Capital Advisors Inc
Oklahoma
-$44.7M
2
CFS
Commonwealth Financial Services
West Virginia
-$6.99M
3
TF
TLWM Financial
Texas
-$6.57M
4
IAS
IMA Advisory Services
Colorado
-$5.25M
5
GAA
Global Assets Advisory
Florida
-$5.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
UCB
301
United Community Bank
South Carolina
$266K +$867 +35 +0.3%
ES
302
Eagle Strategies
New York
$260K +$259K +10,463 New
MFA
303
Mayflower Financial Advisors
Massachusetts
$252K +$251K +10,142 New
SL
304
SWMG LLC
Texas
$250K -$74.1K -2,993 -23%
MOS
305
MGO One Seven
Ohio
$249K -$24.4K -984 -9%
CAM
306
Claret Asset Management
Quebec, Canada
$245K – – –
CFCI
307
Comprehensive Financial Consultants Institutional
Indiana
$241K – – –
EH
308
Equitable Holdings
New York
$240K +$239K +9,636 New
SHA
309
Seneca House Advisors
Virginia
$239K -$80.1K -3,233 -25%
CCA
310
Childress Capital Advisors
Texas
$235K – – –
MCM
311
Mattern Capital Management
Colorado
$233K +$4.09K +165 +2%
MFG
312
Merit Financial Group
Georgia
$229K +$228K +9,220 New
BFG
313
Beacon Financial Group
Texas
$228K -$577K -23,306 -72%
TSS
314
Two Sigma Securities
New York
$223K +$222K +8,965 New
WE
315
Wealth Effects
Massachusetts
$217K – – –
RBFC
316
Roman Butler Fullerton & Co
Missouri
$213K – – –
PTC
317
Private Trust Company
Ohio
$213K +$867 +35 +0.4%
BBW
318
Blue Barn Wealth
Utah
$210K +$209K +8,456 New
WGCA
319
Wolf Group Capital Advisors
Virginia
$210K +$209K +8,444 New
CWS
320
Cypress Wealth Services
California
$203K – – –
BWP
321
BSW Wealth Partners
Colorado
$203K – – –
HGERS
322
Householder Group Estate & Retirement Specialist
Arizona
$195K -$144K -5,829 -43%
BA
323
Ballast Advisors
Minnesota
$193K – – –
ATC
324
Adirondack Trust Company
New York
$191K +$37.3K +1,506 +24%
AA
325
Addison Advisors
Vermont
$189K -$2.45K -99 -1%
11 12
13
14 15

IBDQ Hedge Fund Activity: Q2 2024 in Review

356 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q2 2024, worth a combined $1.98B — up 3.5% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new IBDQ positions and 20 closed out — a net gain of 12 holders — while 187 added to existing stakes and 80 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $7.93M. The largest seller was Capital Advisors Inc, exiting entirely with an estimated $44.7M sold.

  • 356 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q2 2024, up from 347 in Q1 2024.
  • Funds reported $1.98B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q2 2024, up 3.5% quarter-over-quarter.
  • 32 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q2 2024 and 20 closed out, a net change of +12 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q2 2024 was Northwestern Mutual Wealth Management, an estimated $7.93M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q2 2024 was Capital Advisors Inc, an estimated $44.7M sold.

Based on aggregated 13F filings for Q2 2024.