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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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363 hedge funds and large institutions have $2.05B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 185 increasing their positions, 88 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 88

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

7% more funds holding in top 10

Funds holding in top 10: 14 → 15 (+1)

2% more funds holding

Funds holding: 356 → 363 (+7)

4% more capital invested

Capital invested by funds: $1.98B → $2.05B (+$69.9M)

0.15% less ownership

Funds ownership: 69.15% → 69% (-0.15%)

Holders
363
Holders Change
+7
Holders Change %
+1.97%
% of All Funds
5.21%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.22%
New
35
Increased
185
Reduced
88
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SVWAG
Sound View Wealth Advisors Group
Georgia
+$13.5M
2
RA
Ruggaard & Associates
Ohio
+$11.9M
3
Renaissance Technologies
Renaissance Technologies
New York
+$7.81M
4
MGIA
Matthew Goff Investment Advisor
Texas
+$7.77M
5
BEI
Benjamin Edwards Inc
Missouri
+$7.19M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$24.1M
2
Stifel Financial
Stifel Financial
Missouri
-$20.9M
3
NA
NewEdge Advisors
Louisiana
-$12.1M
4
SWM
Scissortail Wealth Management
Oklahoma
-$6.37M
5
CIM
Confluence Investment Management
Missouri
-$5.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
301
World Investment Advisors
California
$276K +$275K +11,000 New
ACA
302
Anchor Capital Advisors
Massachusetts
$271K – – –
BONH
303
Bank of New Hampshire
New Hampshire
$271K -$27.5K -1,100 -9%
NL
304
NWAM LLC
Washington
$270K +$268K +10,743 New
UCB
305
United Community Bank
South Carolina
$268K – – –
ES
306
Eagle Strategies
New York
$264K +$1.07K +43 +0.4%
CIAS
307
CFS Investment Advisory Services
New Jersey
$261K -$22.5K -901 -8%
MCM
308
Marathon Capital Management
Maryland
$260K +$258K +10,350 New
MOS
309
MGO One Seven
Ohio
$255K -$250K -10,032 Closed
CAM
310
Claret Asset Management
Quebec, Canada
$248K – – –
EH
311
Equitable Holdings
New York
$246K +$4.19K +168 +2%
CFCI
312
Comprehensive Financial Consultants Institutional
Indiana
$244K – – –
RSWM
313
Robertson Stephens Wealth Management
California
$233K – – –
SL
314
SWMG LLC
Texas
$228K -$23.8K -954 -9%
CA
315
Calton & Associates
Florida
$224K +$223K +8,928 New
WE
316
Wealth Effects
Massachusetts
$220K – – –
RBFC
317
Roman Butler Fullerton & Co
Missouri
$219K – – –
SG
318
StoneX Group
New York
$216K +$215K +8,625 New
Corient Private Wealth
319
Corient Private Wealth
Florida
$216K – – –
BCI
320
Brinker Capital Investments
Pennsylvania
$215K +$214K +8,566 New
OPS
321
Orion Portfolio Solutions
Nebraska
$215K +$214K +8,566 New
BBW
322
Blue Barn Wealth
Utah
$212K – – –
SPIA
323
Steward Partners Investment Advisory
New York
$211K -$127K -5,084 -38%
AA
324
Addison Advisors
Vermont
$210K +$18.3K +735 +10%
CIBC Private Wealth Group
325
CIBC Private Wealth Group
Georgia
$208K +$100K +4,021 +94%
11 12
13
14 15

IBDQ Hedge Fund Activity: Q3 2024 in Review

363 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q3 2024, worth a combined $2.05B — up 3.5% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new IBDQ positions and 24 closed out — a net gain of 11 holders — while 185 added to existing stakes and 88 trimmed.

The largest buyer was Sound View Wealth Advisors Group, adding an estimated $13.5M. The largest seller was Bank of America, cutting an estimated $24.1M.

  • 363 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q3 2024, up from 356 in Q2 2024.
  • Funds reported $2.05B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q3 2024, up 3.5% quarter-over-quarter.
  • 35 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q3 2024 and 24 closed out, a net change of +11 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q3 2024 was Sound View Wealth Advisors Group, an estimated $13.5M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q3 2024 was Bank of America, an estimated $24.1M sold.

Based on aggregated 13F filings for Q3 2024.