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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

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: 1314 (+1)

3% more funds holding

Funds holding: 347356 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
326
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$187K
MCA
327
Maryland Capital Advisors
Maryland
$176K +$83.6K +3,375 +91%
PWA
328
Provenance Wealth Advisors
Florida
$173K
OHWP
329
Oak Harbor Wealth Partners
North Carolina
$160K +$13.8K +558 +9%
LB
330
Legacy Bridge
Iowa
$157K +$3.1K +125 +2%
FRA
331
Front Row Advisors
California
$155K
BWL
332
Bogart Wealth LLC
Virginia
$133K +$50 +2 +0%
VNA
333
Valley National Advisers
Pennsylvania
$122K -$85.7K -3,458 -41%
HI
334
Harbour Investments
Wisconsin
$121K +$917 +37 +0.8%
KHC
335
Koesten Hirschmann & Crabtree
Kansas
$121K
BI
336
Bramshill Investments
Florida
$108K +$108K +4,349 New
CIBC Private Wealth Group
337
CIBC Private Wealth Group
Georgia
$106K -$99.7K -4,025 -48%
Jones Financial Companies
338
Jones Financial Companies
Missouri
$101K +$80.8K +3,260 +399%
KOCAA
339
Knights of Columbus Asset Advisors
Connecticut
$97.5K -$63.7K -2,572 -40%
CFO
340
CVA Family Office
Colorado
$95.3K +$95K +3,835 New
HWA
341
HHM Wealth Advisors
Tennessee
$92K
AIM
342
Anchor Investment Management
South Carolina
$85.3K
Fidelity Investments
343
Fidelity Investments
Massachusetts
$82.8K +$76.8K +3,102 +1,361%
PB
344
Pinnacle Bancorp
Nebraska
$79.7K -$29.9K -1,209 -27%
TC
345
Trust Company
Kansas
$75.3K
FHA
346
First Horizon Advisors
Tennessee
$70.8K
EPW
347
Evergreen Private Wealth
Colorado
$55.8K +$25 +1 +0%
BCWM
348
Bartlett & Co Wealth Management
Ohio
$50.9K
S
349
Sachetta
Massachusetts
$49.9K -$17.3K -700 -26%
GWM
350
Geneos Wealth Management
Colorado
$48.2K

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.