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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
OHWP
326
Oak Harbor Wealth Partners
North Carolina
$180K -$4.4K -175 -2%
EWA
327
Elevate Wealth Advisory
Georgia
$169K
AA
328
Ancora Advisors
Ohio
$164K -$67.7K -2,693 -29%
CCM
329
Cloud Capital Management
Washington
$154K +$155K +6,149 New
CT
330
Coastline Trust
Rhode Island
$152K
LWCFA
331
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$151K
HI
332
Harbour Investments
Wisconsin
$139K -$131K -5,195 -48%
BONH
333
Bank of New Hampshire
New Hampshire
$137K -$124K -4,930 -48%
MCA
334
Maryland Capital Advisors
Maryland
$133K -$17.6K -700 -12%
KHC
335
Koesten Hirschmann & Crabtree
Kansas
$128K
BWL
336
Bogart Wealth LLC
Virginia
$113K -$16.9K -672 -13%
GWM
337
Geneos Wealth Management
Colorado
$113K
BCCM
338
Black Cypress Capital Management
Florida
$109K +$12.6K +500 +13%
CFO
339
CVA Family Office
Colorado
$96.6K
BF
340
BOK Financial
Oklahoma
$95.7K +$20.1K +800 +27%
BOJHT
341
Bank of Jackson Hole Trust
Wyoming
$91.4K
TC
342
Trust Company
Kansas
$89.1K
SWM
343
Spire Wealth Management
Virginia
$85.2K
LB
344
Legacy Bridge
Iowa
$73.2K
FRA
345
Front Row Advisors
California
$68.3K -$26.1K -1,040 -28%
BCM
346
Boreal Capital Management
Florida
$63K
ME
347
McIlrath & Eck
Washington
$61.3K +$628 +25 +1%
Fidelity Investments
348
Fidelity Investments
Massachusetts
$61K -$3.44K -137 -5%
MCM
349
MAI Capital Management
Ohio
$56.2K +$75 +3 +0.1%
TRCT
350
Tower Research Capital (TRC)
New York
$48.5K -$41.3K -1,644 -46%

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.