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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

IBDQ was delisted on the 15th of December, 2025.

389 hedge funds and large institutions have $3.17B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 185 increasing their positions, 88 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 28

110% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 88

55% more capital invested

Capital invested by funds: $2.05B → $3.17B (+$1.12B)

47% more funds holding in top 10

Funds holding in top 10: 1522 (+7)

7% more funds holding

Funds holding: 363389 (+26)

1.17% more ownership

Funds ownership: 69%70.18% (+1.2%)

Holders
389
Holders Change
+26
Holders Change %
+7.16%
% of All Funds
5.12%
Holding in Top 10
22
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+46.67%
% of All Funds
0.29%
New
60
Increased
185
Reduced
88
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EPW
376
Evergreen Private Wealth
Colorado
$52.3K
GWM
377
Geneos Wealth Management
Colorado
$51.9K +$50 +2 +0.1%
BCWM
378
Bartlett & Co Wealth Management
Ohio
$51.3K
S
379
Sachetta
Massachusetts
$50.1K
FUBT
380
First United Bank & Trust
Maryland
$48.5K +$48.5K +1,937 New
BF
381
BOK Financial
Oklahoma
$43.9K
CAM
382
Creekmur Asset Management
Illinois
$43.5K
BOJHT
383
Bank of Jackson Hole Trust
Wyoming
$42.2K +$42.2K +1,683 New
AAG
384
Armstrong Advisory Group
Massachusetts
$41.5K
SC
385
Stephens Consulting
Michigan
$40.4K +$476 +19 +1%
OAJ
386
Ogorek Anthony Joseph
New York
$38K +$326 +13 +0.9%
EB
387
Eastern Bank
Massachusetts
$36.1K
HWM
388
Hemington Wealth Management
Virginia
$28K
BFPW
389
BOK Financial Private Wealth
Colorado
$26.4K
CWM
390
Centricity Wealth Management
Ohio
$25.1K +$25.1K +1,000 New
M
391
MOTCO
Texas
$24.3K
NFSG
392
Newbridge Financial Services Group
Florida
$22.1K
CFD
393
Creative Financial Designs
Indiana
$21.2K +$276 +11 +1%
VHAM
394
Van Hulzen Asset Management
California
$20.4K +$20.4K +815 New
DF
395
Dunhill Financial
United Kingdom
$20.2K +$10.1K +403 +100%
CT
396
Colonial Trust
South Carolina
$20K
BCPWM
397
Bradley & Co Private Wealth Management
Florida
$19.7K +$19.7K +786 New
Fidelity Investments
398
Fidelity Investments
Massachusetts
$19.1K -$14.9K -595 -44%
MWA
399
Medallion Wealth Advisors
Connecticut
$18.5K +$18.5K +740 New
VNA
400
Valley National Advisers
Pennsylvania
$17K

IBDQ Hedge Fund Activity: Q4 2024 in Review

389 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q4 2024, worth a combined $3.17B — up 55% from $2.05B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new IBDQ positions and 28 closed out — a net gain of 32 holders — while 185 added to existing stakes and 88 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $14.8M. The largest seller was Kesler Norman & Wride, exiting entirely with an estimated $7.68M sold.

  • 389 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q4 2024, up from 363 in Q3 2024.
  • Funds reported $3.17B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q4 2024, up 55% quarter-over-quarter.
  • 60 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q4 2024 and 28 closed out, a net change of +32 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q4 2024 was Renaissance Technologies, an estimated $14.8M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q4 2024 was Kesler Norman & Wride, an estimated $7.68M sold.

Based on aggregated 13F filings for Q4 2024.