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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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392 hedge funds and large institutions have $2.14B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 128 increasing their positions, 158 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 21

1% less funds holding

Funds holding: 397 → 392 (-5)

1.77% less ownership

Funds ownership: 68.48% → 66.71% (-1.8%)

9% less capital invested

Capital invested by funds: $2.34B → $2.14B (-$204M)

11% less funds holding in top 10

Funds holding in top 10: 19 → 17 (-2)

19% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 158

Holders
392
Holders Change
-5
Holders Change %
-1.26%
% of All Funds
5.16%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.22%
New
25
Increased
128
Reduced
158
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$20.9M
2
CWM
Congress Wealth Management
Massachusetts
+$12.9M
3
Citadel Advisors
Citadel Advisors
Florida
+$9.54M
4
BWFA
Baltimore-Washington Financial Advisors
Maryland
+$9.11M
5
MFG
Merit Financial Group
Georgia
+$5.64M

Top Sellers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$50.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$47.5M
3
Renaissance Technologies
Renaissance Technologies
New York
-$34.9M
4
Bank of America
Bank of America
North Carolina
-$10.8M
5
SVWAG
Sound View Wealth Advisors Group
Georgia
-$6.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
376
Ameritas Advisory Services
Nebraska
$50.2K +$50K +1,992 New
Bank of Montreal
377
Bank of Montreal
Ontario, Canada
$45.6K -$421K -16,755 -90%
CAM
378
Creekmur Asset Management
Illinois
$43.8K – – –
National Bank of Canada
379
National Bank of Canada
Quebec, Canada
$43.5K -$622K -24,771 -93%
NFSG
380
Newbridge Financial Services Group
Florida
$42.4K – – –
BCWM
381
Bartlett & Co Wealth Management
Ohio
$42K – – –
AAG
382
Armstrong Advisory Group
Massachusetts
$41.7K – – –
S
383
SignatureFD
Georgia
$40.2K – – –
SC
384
Stephens Consulting
Michigan
$36.5K -$4.42K -176 -11%
WFA
385
Wells Financial Advisors
Massachusetts
$36.3K -$76.9K -3,060 -68%
EB
386
Eastern Bank
Massachusetts
$36.3K – – –
HWM
387
Hemington Wealth Management
Virginia
$28K – – –
CWM
388
Centricity Wealth Management
Ohio
$25.2K – – –
M
389
MOTCO
Texas
$24.4K – – –
CT
390
Colonial Trust
South Carolina
$20.1K – – –
BCPWM
391
Bradley & Co Private Wealth Management
Florida
$19.8K – – –
EWA
392
EQ Wealth Advisors
Texas
$19K – – –
MWA
393
Medallion Wealth Advisors
Connecticut
$18.6K – – –
OAJ
394
Ogorek Anthony Joseph
New York
$17K -$502 -20 -3%
VNA
395
Valley National Advisers
Pennsylvania
$17K – – –
KSB
396
Kennebec Savings Bank
Maine
$16.1K – – –
Fifth Third Bancorp
397
Fifth Third Bancorp
Ohio
$14.3K – – –
MWM
398
Mascoma Wealth Management
New Hampshire
$13.7K – – –
DF
399
Dunhill Financial
United Kingdom
$10.1K – – –
CCMI
400
Creative Capital Management Investments
California
$6.6K +$6.58K +262 New
14 15
16
17 18

IBDQ Hedge Fund Activity: Q2 2025 in Review

392 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q2 2025, worth a combined $2.14B — down 8.7% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IBDQ positions and 21 closed out — a net gain of 4 holders — while 128 added to existing stakes and 158 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $20.9M. The largest seller was Mercer Global Advisors, cutting an estimated $50.2M.

  • 392 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q2 2025, down from 397 in Q1 2025.
  • Funds reported $2.14B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q2 2025, down 8.7% quarter-over-quarter.
  • 25 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q2 2025 and 21 closed out, a net change of +4 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q2 2025 was Focus Partners Wealth, an estimated $20.9M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q2 2025 was Mercer Global Advisors, an estimated $50.2M sold.

Based on aggregated 13F filings for Q2 2025.