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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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261 hedge funds and large institutions have $1.62B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 130 increasing their positions, 67 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 67

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

11% more capital invested

Capital invested by funds: $1.46B → $1.62B (+$160M)

3% more funds holding

Funds holding: 254 → 261 (+7)

2.5% more ownership

Funds ownership: 72.1% → 74.6% (+2.5%)

31% less funds holding in top 10

Funds holding in top 10: 13 → 9 (-4)

Holders
261
Holders Change
+7
Holders Change %
+2.76%
% of All Funds
4.1%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.14%
New
23
Increased
130
Reduced
67
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HFRG
Houlihan Financial Resource Group
Virginia
+$120M
2
NA
NewEdge Advisors
Louisiana
+$14.7M
3
KTM
Keeler Thomas Management
Utah
+$13.9M
4
Morgan Stanley
Morgan Stanley
New York
+$12.1M
5
CAI
Capital Advisors Inc
Oklahoma
+$3.47M

Top Sellers

Rank Fund Capital Flow
1
CIM
Corda Investment Management
Texas
-$25.5M
2
HighTower Advisors
HighTower Advisors
Illinois
-$16.7M
3
ACM
Advisors Capital Management
New Jersey
-$15.6M
4
RHP
Royal Harbor Partners
Texas
-$12.4M
5
EWA
EP Wealth Advisors
California
-$6.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
KTM
26
Keeler Thomas Management
Utah
$14.3M +$13.9M +567,856 New
CIA
27
Capital Investment Advisors
Georgia
$13.5M +$1.29M +52,807 +11%
SWP
28
Stratos Wealth Partners
Ohio
$13.1M – – –
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$13.1M +$1.57M +64,275 +14%
SAM
30
Summit Asset Management
Tennessee
$12.9M +$263K +10,757 +2%
Osaic Holdings
31
Osaic Holdings
Arizona
$12.1M -$35.3K -1,442 -0.3%
ACM
32
Advisors Capital Management
New Jersey
$11.7M -$15.6M -636,845 -57%
MA
33
MCF Advisors
Kentucky
$11.6M +$61.6K +2,517 +0.5%
RJA
34
Raymond James & Associates
Florida
$10.8M -$152K -6,205 -1%
WCM
35
Windsor Capital Management
Arizona
$10.4M – – –
GT
36
Glenview Trust
Kentucky
$10.3M +$1.46M +59,590 +17%
IAS
37
IMA Advisory Services
Colorado
$10.1M +$723K +29,516 +8%
BMM
38
Buffington Mohr McNeal
Idaho
$9.97M +$409K +16,702 +4%
BFEC
39
Benjamin F. Edwards & Company
Missouri
$9.71M -$1.31M -53,459 -12%
CTC
40
Central Trust Company
Missouri
$9.24M -$3.8M -155,383 -29%
PPWM
41
PFG Private Wealth Management
Florida
$8.56M +$718K +29,321 +9%
BPA
42
Beacon Pointe Advisors
California
$8.38M +$1.07M +43,663 +15%
AF
43
Arrow Financial
New York
$8.21M +$208K +8,484 +3%
SWMG
44
Signature Wealth Management Group
Georgia
$8.19M +$3.13M +127,657 +61%
GRP
45
Global Retirement Partners
California
$7.78M +$1.92M +78,414 +33%
FBB
46
Fulton Breakefield Broenniman
Maryland
$7.23M +$150K +6,116 +2%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$7.13M +$685K +27,974 +11%
Creative Planning
48
Creative Planning
Kansas
$7.01M +$1.37M +55,903 +24%
PRWA
49
Platte River Wealth Advisors
Colorado
$6.91M +$316K +12,897 +5%
HA
50
Hamel Associates
New Jersey
$6.7M +$121K +4,923 +2%
1
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IBDQ Hedge Fund Activity: Q2 2023 in Review

261 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q2 2023, worth a combined $1.62B — up 11% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IBDQ positions and 15 closed out — a net gain of 8 holders — while 130 added to existing stakes and 67 trimmed.

The largest buyer was Houlihan Financial Resource Group, adding an estimated $120M. The largest seller was Corda Investment Management, exiting entirely with an estimated $25.5M sold.

  • 261 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q2 2023, up from 254 in Q1 2023.
  • Funds reported $1.62B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q2 2023, up 11% quarter-over-quarter.
  • 23 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q2 2023 and 15 closed out, a net change of +8 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q2 2023 was Houlihan Financial Resource Group, an estimated $120M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q2 2023 was Corda Investment Management, an estimated $25.5M sold.

Based on aggregated 13F filings for Q2 2023.