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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

280 hedge funds and large institutions have $1.7B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 137 increasing their positions, 54 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 54

144% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 18

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

7% more funds holding

Funds holding: 261280 (+19)

5% more capital invested

Capital invested by funds: $1.62B → $1.7B (+$81.5M)

0.97% more ownership

Funds ownership: 74.6%75.57% (+0.97%)

Holders
280
Holders Change
+19
Holders Change %
+7.28%
% of All Funds
4.44%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.21%
New
44
Increased
137
Reduced
54
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$14.4M +$1.31M +53,671 +10%
MCM
27
MV Capital Management
Maryland
$14.3M -$1.73M -70,948 -11%
CIA
28
Capital Investment Advisors
Georgia
$14.3M +$778K +31,916 +6%
SAM
29
Summit Asset Management
Tennessee
$13.4M +$462K +18,925 +4%
SWP
30
Stratos Wealth Partners
Ohio
$13.4M
MA
31
MCF Advisors
Kentucky
$13M +$1.45M +59,602 +13%
GT
32
Glenview Trust
Kentucky
$12.5M +$2.24M +91,874 +22%
RJA
33
Raymond James & Associates
Florida
$11.6M +$780K +31,982 +7%
AF
34
Arrow Financial
New York
$11.2M +$2.94M +120,697 +36%
BFEC
35
Benjamin F. Edwards & Company
Missouri
$11.1M +$1.38M +56,764 +14%
HCM
36
Howland Capital Management
Massachusetts
$10.9M +$4.85M +199,044 +80%
WCM
37
Windsor Capital Management
Arizona
$10.5M +$10.5M +429,255 New
BPA
38
Beacon Pointe Advisors
California
$10.3M +$1.97M +80,953 +24%
BMM
39
Buffington Mohr McNeal
Idaho
$10.1M +$139K +5,698 +1%
CTC
40
Central Trust Company
Missouri
$9.42M +$191K +7,823 +2%
PPWM
41
PFG Private Wealth Management
Florida
$9.41M +$849K +34,809 +10%
IAS
42
IMA Advisory Services
Colorado
$9.28M -$803K -32,931 -8%
GRP
43
Global Retirement Partners
California
$8.2M +$439K +18,012 +6%
Creative Planning
44
Creative Planning
Kansas
$7.81M +$803K +32,916 +11%
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$7.35M +$221K +9,065 +3%
FBB
46
Fulton Breakefield Broenniman
Maryland
$7.1M -$127K -5,210 -2%
HA
47
Hamel Associates
New Jersey
$6.88M +$186K +7,629 +3%
SCA
48
Snowden Capital Advisors
New York
$6.74M
LIM
49
Leavell Investment Management
Alabama
$6.53M +$479K +19,627 +8%
TF
50
TLWM Financial
Texas
$6.53M -$56.3K -2,309 -0.9%

IBDQ Hedge Fund Activity: Q3 2023 in Review

280 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q3 2023, worth a combined $1.7B — up 5% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new IBDQ positions and 18 closed out — a net gain of 26 holders — while 137 added to existing stakes and 54 trimmed.

The largest buyer was Granite Bay Wealth Management, adding an estimated $104M. The largest seller was Houlihan Financial Resource Group, cutting an estimated $119M.

  • 280 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q3 2023, up from 261 in Q2 2023.
  • Funds reported $1.7B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q3 2023, up 5% quarter-over-quarter.
  • 44 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q3 2023 and 18 closed out, a net change of +26 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q3 2023 was Granite Bay Wealth Management, an estimated $104M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q3 2023 was Houlihan Financial Resource Group, an estimated $119M sold.

Based on aggregated 13F filings for Q3 2023.