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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

361 hedge funds and large institutions have $1.96B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 95 increasing their positions, 181 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.96% less ownership

Funds ownership: 66.71%63.75% (-3%)

8% less funds holding

Funds holding: 392361 (-31)

8% less capital invested

Capital invested by funds: $2.14B → $1.96B (-$174M)

18% less funds holding in top 10

Funds holding in top 10: 1714 (-3)

48% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 181

56% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 39

Holders
361
Holders Change
-31
Holders Change %
-7.91%
% of All Funds
4.74%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.18%
New
17
Increased
95
Reduced
181
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
301
Windsor Capital Management
Arizona
$257K -$3.38M -134,350 -93%
FDCP
302
Foster Dykema Cabot & Partners
Massachusetts
$252K
SSWG
303
Seven Springs Wealth Group
Tennessee
$252K
CAM
304
Claret Asset Management
Quebec, Canada
$249K
MF
305
Montis Financial
Massachusetts
$249K -$292K -11,613 -54%
EFA
306
Edge Financial Advisors
Illinois
$244K
Kovitz Investment Group Partners
307
Kovitz Investment Group Partners
Illinois
$242K
PP
308
Postrock Partners
Oregon
$242K
AC
309
AlphaCore Capital
California
$232K -$37.7K -1,500 -14%
CFCI
310
Comprehensive Financial Consultants Institutional
Indiana
$225K
WE
311
Wealth Effects
Massachusetts
$220K
TWM
312
Trinity Wealth Management
Pennsylvania
$215K
MC
313
Moors & Cabot
Massachusetts
$215K
MAG
314
M3 Advisory Group
Massachusetts
$213K
MCM
315
Marathon Capital Management
Maryland
$212K +$212K +8,425 New
HWM
316
Horizons Wealth Management
North Carolina
$212K -$56K -2,228 -21%
PTC
317
Private Trust Company
Ohio
$211K
CWM
318
Calamos Wealth Management
Illinois
$209K +$208K +8,279 New
AA
319
Addison Advisors
Vermont
$206K -$8.17K -325 -4%
DCM
320
Dudley Capital Management
Virginia
$203K +$202K +8,050 New
Neuberger Berman Group
321
Neuberger Berman Group
New York
$202K
AA
322
Alesco Advisors
New York
$202K
IF
323
Ironwood Financial
Arizona
$201K -$3.29M -131,030 -94%
ATC
324
Adirondack Trust Company
New York
$186K -$16.3K -647 -8%
ADL
325
Asset Dedication LLC
California
$183K -$8.37K -333 -4%

IBDQ Hedge Fund Activity: Q3 2025 in Review

361 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q3 2025, worth a combined $1.96B — down 8.1% from $2.14B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of IBDQ and 17 opened new positions — a net loss of 22 holders — while 181 trimmed existing stakes and 95 added.

The largest buyer was HM Payson & Co, adding an estimated $9.76M. The largest seller was Morgan Stanley, cutting an estimated $14.4M.

  • 361 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q3 2025, down from 392 in Q2 2025.
  • Funds reported $1.96B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q3 2025, down 8.1% quarter-over-quarter.
  • 17 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q3 2025 and 39 closed out, a net change of -22 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q3 2025 was HM Payson & Co, an estimated $9.76M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q3 2025 was Morgan Stanley, an estimated $14.4M sold.

Based on aggregated 13F filings for Q3 2025.