iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
IBDQ was delisted on the 15th of December, 2025.
347 hedge funds and large institutions have $1.91B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 174 increasing their positions, 76 reducing their positions, and 20 closing their positions.
135% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 20
129% more repeat investments, than reductions
Existing positions increased: 174 | Existing positions reduced: 76
7% more funds holding
Funds holding: 325 → 347 (+22)
5% less capital invested
Capital invested by funds: $2.02B → $1.91B (-$109M)
7% less funds holding in top 10
Funds holding in top 10: 14 → 13 (-1)
10.39% less ownership
Funds ownership: 80.26% → 69.88% (-10%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$18.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$12.1M |
| 3 |
JAG
Journey Advisory Group
Covington,
Kentucky
|
+$11.7M |
| 4 |
HPC
HM Payson & Co
Portland,
Maine
|
+$9.49M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$9.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$110M |
| 2 |
GBWM
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
-$82.2M |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$22.8M |
| 4 |
SL
Summitry LLC
Foster City,
California
|
-$20.1M |
| 5 |
WIC
Woodmont Investment Counsel
Nashville,
Tennessee
|
-$16.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LSA
376
L & S Advisors
Los Angeles,
California
| – | -$256K | -10,358 | Closed |
|
|
JFGIW
377
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| – | -$230K | -9,300 | Closed |
|
|
BI
378
Bramshill Investments
Naples,
Florida
| – | -$106K | -4,301 | Closed |
|
|
ASN
379
Advisory Services Network
Atlanta,
Georgia
| – | -$74.3K | -3,000 | Closed |
|
|
CA
380
Clearstead Advisors
Cleveland,
Ohio
| – | -$61.2K | -2,470 | Closed |
|
|
PCM
381
Penserra Capital Management
Orinda,
California
| – | -$7K | -300 | Closed |
|
|
FGAM
382
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$6.1K | -246 | Closed |
|
383
Citigroup
New York
| – | -$248 | -10 | Closed |
|
IBDQ Hedge Fund Activity: Q1 2024 in Review
347 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q1 2024, worth a combined $1.91B — down 5.4% from $2.02B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new IBDQ positions and 20 closed out — a net gain of 27 holders — while 174 added to existing stakes and 76 trimmed.
The largest buyer was Mercer Global Advisors, adding an estimated $18.1M. The largest seller was Morgan Stanley, cutting an estimated $110M.
- 347 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q1 2024, up from 325 in Q4 2023.
- Funds reported $1.91B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q1 2024, down 5.4% quarter-over-quarter.
- 47 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q1 2024 and 20 closed out, a net change of +27 holders.
- The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q1 2024 was Mercer Global Advisors, an estimated $18.1M added.
- The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q1 2024 was Morgan Stanley, an estimated $110M sold.
Based on aggregated 13F filings for Q1 2024.