We are live on ! Find out more
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
FDCP
351
Foster Dykema Cabot & Partners
Massachusetts
$62.8K +$62.4K +2,500 New
EPW
352
Evergreen Private Wealth
Colorado
$52.4K -$3.89K -156 -7%
GWM
353
Geneos Wealth Management
Colorado
$51.9K +$3.27K +131 +7%
BCWM
354
Bartlett & Co Wealth Management
Ohio
$51.4K
S
355
Sachetta
Massachusetts
$50.2K
IHWM
356
Iron Horse Wealth Management
Iowa
$45.3K +$45.1K +1,806 New
BF
357
BOK Financial
Oklahoma
$43.8K +$43.7K +1,750 New
CAM
358
Creekmur Asset Management
Illinois
$43.6K
AAG
359
Armstrong Advisory Group
Massachusetts
$41.6K
SC
360
Stephens Consulting
Michigan
$40.1K +$324 +13 +0.8%
OAJ
361
Ogorek Anthony Joseph
New York
$37K -$4.32M -173,083 -99%
EB
362
Eastern Bank
Massachusetts
$36.1K +$35.9K +1,440 New
Fidelity Investments
363
Fidelity Investments
Massachusetts
$34.1K -$49.2K -1,971 -59%
HWM
364
Hemington Wealth Management
Virginia
$28K +$28.5K +1,143 New
BFPW
365
BOK Financial Private Wealth
Colorado
$26.5K
M
366
MOTCO
Texas
$24.3K
NFSG
367
Newbridge Financial Services Group
Florida
$22.2K
CFD
368
Creative Financial Designs
Indiana
$21K +$20.8K +835 New
CT
369
Colonial Trust
South Carolina
$20.1K
S
370
SignatureFD
Georgia
$17.6K -$25K -1,000 -59%
VNA
371
Valley National Advisers
Pennsylvania
$17K -$105K -4,212 -86%
KSB
372
Kennebec Savings Bank
Maine
$16.1K +$16K +640 New
Fifth Third Bancorp
373
Fifth Third Bancorp
Ohio
$14.3K
MWM
374
Mascoma Wealth Management
New Hampshire
$13.6K
DF
375
Dunhill Financial
United Kingdom
$10.1K

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.