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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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397 hedge funds and large institutions have $2.34B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 163 increasing their positions, 135 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 22

21% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 135

2% more funds holding

Funds holding: 389 → 397 (+8)

1.69% less ownership

Funds ownership: 70.18% → 68.48% (-1.7%)

14% less funds holding in top 10

Funds holding in top 10: 22 → 19 (-3)

26% less capital invested

Capital invested by funds: $3.17B → $2.34B (-$828M)

Holders
397
Holders Change
+8
Holders Change %
+2.06%
% of All Funds
5.32%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.25%
New
34
Increased
163
Reduced
135
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$19.6M
2
KNW
Kesler Norman & Wride
Utah
+$11.4M
3
Bank of America
Bank of America
North Carolina
+$8.66M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$7.35M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$7.11M

Top Sellers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$23.2M
2
ATPW
Ashton Thomas Private Wealth
Arizona
-$14.3M
3
Ameriprise
Ameriprise
Minnesota
-$12.5M
4
Morgan Stanley
Morgan Stanley
New York
-$8.16M
5
PPWM
PFG Private Wealth Management
Florida
-$7.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
JBA
301
Johnson Bixby & Associates
Washington
$387K +$82.1K +3,268 +27%
KAS
302
KPP Advisory Services
Kentucky
$383K – – –
RSWA
303
Robinson Smith Wealth Advisors
Maine
$378K -$285K -11,347 -43%
AGP
304
Autumn Glory Partners
Texas
$367K +$50.2K +2,000 +16%
OMC
305
Old Mission Capital
Illinois
$363K +$363K +14,438 New
MOS
306
MGO One Seven
Ohio
$359K +$359K +14,277 New
CIBC Private Wealth Group
307
CIBC Private Wealth Group
Georgia
$358K +$100 +4 +0%
CA
308
Calton & Associates
Florida
$356K +$355K +14,157 New
BFP
309
Beacon Financial Planning
Massachusetts
$355K +$1.16K +46 +0.3%
JLBC
310
J.L. Bainbridge & Co
Florida
$354K – – –
BCCM
311
Black Cypress Capital Management
Florida
$349K – – –
ATPW
312
Ashton Thomas Private Wealth
Arizona
$347K -$14.3M -569,702 -98%
AIM
313
Arcadia Investment Management
Michigan
$346K – – –
AWE
314
Avidian Wealth Enterprises
Texas
$339K +$339K +13,499 New
GBWM
315
Granite Bay Wealth Management
New Hampshire
$322K – – –
PHIC
316
Pine Haven Investment Counsel
Massachusetts
$319K +$16.3K +650 +5%
VFIC
317
Valley Forge Investment Consultants
Pennsylvania
$319K -$53.6K -2,133 -14%
FAC
318
Financial Advisory Corporation
Michigan
$308K +$307K +12,241 New
HWM
319
Horizons Wealth Management
North Carolina
$302K -$7.26K -289 -2%
PWMG
320
Pinnacle Wealth Management Group
Michigan
$302K – – –
GC
321
Gilbert & Cook
Iowa
$299K – – –
WANY
322
Wealthspire Advisors (New York)
New York
$290K – – –
EGA
323
E&G Advisors
Texas
$289K – – –
WIA
324
World Investment Advisors
California
$277K – – –
LPFG
325
Landing Point Financial Group
Ohio
$273K -$73.4K -2,925 -21%
11 12
13
14 15

IBDQ Hedge Fund Activity: Q1 2025 in Review

397 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q1 2025, worth a combined $2.34B — down 26% from $3.17B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new IBDQ positions and 22 closed out — a net gain of 12 holders — while 163 added to existing stakes and 135 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $19.6M. The largest seller was Focus Partners Wealth, exiting entirely with an estimated $23.2M sold.

  • 397 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q1 2025, up from 389 in Q4 2024.
  • Funds reported $2.34B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q1 2025, down 26% quarter-over-quarter.
  • 34 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q1 2025 and 22 closed out, a net change of +12 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q1 2025 was HighTower Advisors, an estimated $19.6M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q1 2025 was Focus Partners Wealth, an estimated $23.2M sold.

Based on aggregated 13F filings for Q1 2025.