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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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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: 392 → 361 (-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: 17 → 14 (-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
–

Top Buyers

Rank Fund Capital Flow
1
HPC
HM Payson & Co
Maine
+$9.76M
2
LPL Financial
LPL Financial
California
+$6.36M
3
R
Rebalance
California
+$6.11M
4
Osaic Holdings
Osaic Holdings
Arizona
+$4.7M
5
KCM
Kathmere Capital Management
Pennsylvania
+$3.54M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$14.4M
2
UBS Group
UBS Group
Switzerland
-$14M
3
AF
Arrow Financial
New York
-$11.9M
4
KTM
Keeler Thomas Management
Utah
-$11.8M
5
Citadel Advisors
Citadel Advisors
Florida
-$11.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWC
351
TD Waterhouse Canada
Ontario, Canada
$47.3K -$1.16M -46,284 -96%
National Bank of Canada
352
National Bank of Canada
Quebec, Canada
$46.6K +$3.07K +122 +7%
CAM
353
Creekmur Asset Management
Illinois
$43.8K – – –
NFSG
354
Newbridge Financial Services Group
Florida
$42.4K – – –
AAG
355
Armstrong Advisory Group
Massachusetts
$41.8K – – –
PB
356
Pinnacle Bancorp
Nebraska
$40.3K -$86.2K -3,429 -68%
S
357
SignatureFD
Georgia
$40.2K – – –
AAS
358
Ameritas Advisory Services
Nebraska
$38.9K -$11.2K -446 -22%
SC
359
Stephens Consulting
Michigan
$36.9K +$377 +15 +1%
EB
360
Eastern Bank
Massachusetts
$36.3K – – –
WFA
361
Wells Financial Advisors
Massachusetts
$36.3K – – –
BCWM
362
Bartlett & Co Wealth Management
Ohio
$31.9K -$10.1K -400 -24%
AWM
363
AE Wealth Management
Kansas
$31.8K -$5.24M -208,552 -99%
HWM
364
Hemington Wealth Management
Virginia
$28K – – –
HNW
365
High Note Wealth
Minnesota
$27.8K +$27.8K +1,105 New
M
366
MOTCO
Texas
$24.4K – – –
FC
367
Financial Consulate
Maryland
$20.9K +$20.9K +830 New
CT
368
Colonial Trust
South Carolina
$20.2K – – –
BCPWM
369
Bradley & Co Private Wealth Management
Florida
$19.8K – – –
MWA
370
Medallion Wealth Advisors
Connecticut
$18.6K – – –
OAJ
371
Ogorek Anthony Joseph
New York
$18K +$176 +7 +1%
KSB
372
Kennebec Savings Bank
Maine
$16.1K – – –
Fifth Third Bancorp
373
Fifth Third Bancorp
Ohio
$14.3K – – –
MWM
374
Mascoma Wealth Management
New Hampshire
$13.7K – – –
VNA
375
Valley National Advisers
Pennsylvania
$12K -$5.76K -229 -32%
13 14
15
16 17

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.