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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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.

New
Increased
Maintained
Reduced
Closed

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: 325347 (+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: 1413 (-1)

10.39% less ownership

Funds ownership: 80.26%69.88% (-10%)

Holders
347
Holders Change
+22
Holders Change %
+6.77%
% of All Funds
5%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.19%
New
47
Increased
174
Reduced
76
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RW
26
RVW Wealth
California
$18.2M -$511K -20,613 -3%
RJA
27
Raymond James & Associates
Florida
$17.8M +$1.1M +44,309 +7%
Truist Financial
28
Truist Financial
North Carolina
$17.7M +$246K +9,932 +1%
BFEC
29
Benjamin F. Edwards & Company
Missouri
$17.7M +$2.06M +83,078 +13%
CIA
30
Capital Investment Advisors
Georgia
$16.4M +$786K +31,729 +5%
KTM
31
Keeler Thomas Management
Utah
$16.3M +$1.1M +44,376 +7%
HCM
32
Howland Capital Management
Massachusetts
$16.2M +$1.75M +70,856 +12%
SAM
33
Summit Asset Management
Tennessee
$14.6M +$462K +18,644 +3%
ATPW
34
Ashton Thomas Private Wealth
Arizona
$14.4M -$70.2K -2,833 -0.5%
MCM
35
MV Capital Management
Maryland
$14.1M -$510K -20,610 -3%
MA
36
MCF Advisors
Kentucky
$13.8M +$30.9K +1,249 +0.2%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$13.4M +$1.56M +63,025 +13%
Creative Planning
38
Creative Planning
Kansas
$13M +$3.03M +122,296 +30%
BMM
39
Buffington Mohr McNeal
Idaho
$12.8M +$587K +23,684 +5%
AF
40
Arrow Financial
New York
$12.7M +$418K +16,867 +3%
JAG
41
Journey Advisory Group
Kentucky
$12.1M +$11.7M +471,082 +2,944%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$12M +$2.06M +83,245 +21%
HighTower Advisors
43
HighTower Advisors
Illinois
$11.7M
CTC
44
Central Trust Company
Missouri
$11.7M +$416K +16,817 +4%
BPA
45
Beacon Pointe Advisors
California
$10.7M -$51.1K -2,064 -0.5%
KAS
46
Kestra Advisory Services
Texas
$10.5M +$2.12M +85,724 +25%
SG
47
Strid Group
Pennsylvania
$10.2M +$2.86M +115,646 +39%
SCA
48
Snowden Capital Advisors
New York
$10.1M
WCM
49
Windsor Capital Management
Arizona
$9.7M -$1.05M -42,286 -10%
GRP
50
Global Retirement Partners
California
$9.3M +$1.35M +54,469 +17%

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.