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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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392 hedge funds and large institutions have $2.14B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 128 increasing their positions, 158 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 21

1% less funds holding

Funds holding: 397 → 392 (-5)

1.77% less ownership

Funds ownership: 68.48% → 66.71% (-1.8%)

9% less capital invested

Capital invested by funds: $2.34B → $2.14B (-$204M)

11% less funds holding in top 10

Funds holding in top 10: 19 → 17 (-2)

19% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 158

Holders
392
Holders Change
-5
Holders Change %
-1.26%
% of All Funds
5.16%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.22%
New
25
Increased
128
Reduced
158
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$20.9M
2
CWM
Congress Wealth Management
Massachusetts
+$12.9M
3
Citadel Advisors
Citadel Advisors
Florida
+$9.54M
4
BWFA
Baltimore-Washington Financial Advisors
Maryland
+$9.11M
5
MFG
Merit Financial Group
Georgia
+$5.64M

Top Sellers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$50.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$47.5M
3
Renaissance Technologies
Renaissance Technologies
New York
-$34.9M
4
Bank of America
Bank of America
North Carolina
-$10.8M
5
SVWAG
Sound View Wealth Advisors Group
Georgia
-$6.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
SSWG
326
Seven Springs Wealth Group
Tennessee
$251K – – –
CAM
327
Claret Asset Management
Quebec, Canada
$249K +$248K +9,875 New
EFA
328
Edge Financial Advisors
Illinois
$243K – – –
Kovitz Investment Group Partners
329
Kovitz Investment Group Partners
Illinois
$242K – – –
PP
330
Postrock Partners
Oregon
$242K – – –
LNB
331
Ledyard National Bank
$240K – – –
MA
332
MKT Advisors
California
$237K +$151 +6 +0.1%
AA
333
Ancora Advisors
Ohio
$231K +$50 +2 +0%
MCM
334
Marathon Capital Management
Maryland
$231K -$256K -10,175 Closed
CFCI
335
Comprehensive Financial Consultants Institutional
Indiana
$225K – – –
GS
336
GTS Securities
New York
$223K +$222K +8,851 New
WE
337
Wealth Effects
Massachusetts
$220K – – –
Corient Private Wealth
338
Corient Private Wealth
Florida
$217K +$216K +8,600 New
TWM
339
Trinity Wealth Management
Pennsylvania
$215K – – –
AA
340
Addison Advisors
Vermont
$214K +$6.03K +240 +3%
MAG
341
M3 Advisory Group
Massachusetts
$213K – – –
PTC
342
Private Trust Company
Ohio
$210K +$3.92K +156 +2%
SWA
343
Sightline Wealth Advisors
Connecticut
$210K -$21.3K -848 -9%
PIM
344
Penobscot Investment Management
Massachusetts
$203K -$5.02K -200 -2%
ATC
345
Adirondack Trust Company
New York
$202K +$954 +38 +0.5%
Neuberger Berman Group
346
Neuberger Berman Group
New York
$202K -$263K -10,475 -57%
AA
347
Alesco Advisors
New York
$201K – – –
ADL
348
Asset Dedication LLC
California
$191K – – –
OHWP
349
Oak Harbor Wealth Partners
North Carolina
$184K +$20.6K +821 +13%
EWA
350
Elevate Wealth Advisory
Georgia
$169K +$69.9K +2,784 +71%
12 13
14
15 16

IBDQ Hedge Fund Activity: Q2 2025 in Review

392 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q2 2025, worth a combined $2.14B — down 8.7% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IBDQ positions and 21 closed out — a net gain of 4 holders — while 128 added to existing stakes and 158 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $20.9M. The largest seller was Mercer Global Advisors, cutting an estimated $50.2M.

  • 392 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q2 2025, down from 397 in Q1 2025.
  • Funds reported $2.14B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q2 2025, down 8.7% quarter-over-quarter.
  • 25 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q2 2025 and 21 closed out, a net change of +4 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q2 2025 was Focus Partners Wealth, an estimated $20.9M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q2 2025 was Mercer Global Advisors, an estimated $50.2M sold.

Based on aggregated 13F filings for Q2 2025.