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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

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: 1415 (+1)

2% more funds holding

Funds holding: 356363 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
ATC
326
Adirondack Trust Company
New York
$208K +$15.3K +615 +8%
CWS
327
Cypress Wealth Services
California
$205K
HI
328
Harbour Investments
Wisconsin
$204K +$80.7K +3,232 +66%
PTC
329
Private Trust Company
Ohio
$203K -$11.9K -475 -6%
BA
330
Ballast Advisors
Minnesota
$195K
AA
331
Ancora Advisors
Ohio
$193K +$192K +7,707 New
HGERS
332
Householder Group Estate & Retirement Specialist
Arizona
$193K -$3.94K -158 -2%
LWCFA
333
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$188K
Jones Financial Companies
334
Jones Financial Companies
Missouri
$185K +$81.8K +3,276 +80%
WFA
335
Wells Financial Advisors
Massachusetts
$171K -$253K -10,130 -60%
BWL
336
Bogart Wealth LLC
Virginia
$154K +$20K +802 +15%
MCA
337
Maryland Capital Advisors
Maryland
$151K -$26.2K -1,050 -15%
FRA
338
Front Row Advisors
California
$146K -$10.4K -415 -7%
OHWP
339
Oak Harbor Wealth Partners
North Carolina
$142K -$19.7K -788 -12%
KHC
340
Koesten Hirschmann & Crabtree
Kansas
$128K +$4.74K +190 +4%
CT
341
Coastline Trust
Rhode Island
$106K +$105K +4,222 New
EWA
342
Elevate Wealth Advisory
Georgia
$98.5K +$98K +3,925 New
KOCAA
343
Knights of Columbus Asset Advisors
Connecticut
$98.4K
CFO
344
CVA Family Office
Colorado
$96.3K
HWA
345
HHM Wealth Advisors
Tennessee
$92.9K
TC
346
Trust Company
Kansas
$88.8K +$12.7K +507 +17%
AIM
347
Anchor Investment Management
South Carolina
$86.1K
PB
348
Pinnacle Bancorp
Nebraska
$80.4K
FHA
349
First Horizon Advisors
Tennessee
$71.4K
LB
350
Legacy Bridge
Iowa
$65.4K -$92.3K -3,700 -59%

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.