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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

389 hedge funds and large institutions have $3.17B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 185 increasing their positions, 88 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 28

110% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 88

55% more capital invested

Capital invested by funds: $2.05B → $3.17B (+$1.12B)

47% more funds holding in top 10

Funds holding in top 10: 1522 (+7)

7% more funds holding

Funds holding: 363389 (+26)

1.17% more ownership

Funds ownership: 69%70.18% (+1.2%)

Holders
389
Holders Change
+26
Holders Change %
+7.16%
% of All Funds
5.12%
Holding in Top 10
22
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+46.67%
% of All Funds
0.29%
New
60
Increased
185
Reduced
88
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWP
301
Meredith Wealth Planning
Illinois
$404K +$404K +16,134 New
MA
302
Mutual Advisors
Nebraska
$404K -$59.3K -2,366 -13%
PP
303
Prosperity Planning
Missouri
$397K
KAS
304
KPP Advisory Services
Kentucky
$382K +$37.6K +1,500 +11%
VFIC
305
Valley Forge Investment Consultants
Pennsylvania
$371K +$4.76K +190 +1%
CIBC Private Wealth Group
306
CIBC Private Wealth Group
Georgia
$359K +$150K +6,005 +72%
JLBC
307
J.L. Bainbridge & Co
Florida
$352K +$55.1K +2,200 +19%
BFP
308
Beacon Financial Planning
Massachusetts
$352K +$33.1K +1,320 +10%
BCCM
309
Black Cypress Capital Management
Florida
$348K
LPFG
310
Landing Point Financial Group
Ohio
$346K +$345K +13,779 New
AIM
311
Arcadia Investment Management
Michigan
$344K
FDCP
312
Foster Dykema Cabot & Partners
Massachusetts
$328K +$266K +10,600 +424%
GBWM
313
Granite Bay Wealth Management
New Hampshire
$321K -$25.1K -1,000 -7%
AGP
314
Autumn Glory Partners
Texas
$315K +$3.01K +120 +1%
HWM
315
Horizons Wealth Management
North Carolina
$308K -$25.9K -1,035 -8%
JBA
316
Johnson Bixby & Associates
Washington
$304K +$3.88K +155 +1%
MAG
317
M3 Advisory Group
Massachusetts
$302K -$47.2K -1,884 -14%
PHIC
318
Pine Haven Investment Counsel
Massachusetts
$302K +$23.8K +950 +9%
PWMG
319
Pinnacle Wealth Management Group
Michigan
$301K +$301K +12,000 New
RSWM
320
Robertson Stephens Wealth Management
California
$298K
GC
321
Gilbert & Cook
Iowa
$297K
P
322
&Partners
Tennessee
$295K -$88.8K -3,545 -23%
WANY
323
Wealthspire Advisors (New York)
New York
$289K
EGA
324
E&G Advisors
Texas
$288K
WIA
325
World Investment Advisors
California
$276K

IBDQ Hedge Fund Activity: Q4 2024 in Review

389 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q4 2024, worth a combined $3.17B — up 55% from $2.05B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new IBDQ positions and 28 closed out — a net gain of 32 holders — while 185 added to existing stakes and 88 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $14.8M. The largest seller was Kesler Norman & Wride, exiting entirely with an estimated $7.68M sold.

  • 389 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q4 2024, up from 363 in Q3 2024.
  • Funds reported $3.17B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q4 2024, up 55% quarter-over-quarter.
  • 60 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q4 2024 and 28 closed out, a net change of +32 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q4 2024 was Renaissance Technologies, an estimated $14.8M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q4 2024 was Kesler Norman & Wride, an estimated $7.68M sold.

Based on aggregated 13F filings for Q4 2024.