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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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363 hedge funds and large institutions have $2.05B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 185 increasing their positions, 88 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 88

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

7% more funds holding in top 10

Funds holding in top 10: 14 → 15 (+1)

2% more funds holding

Funds holding: 356 → 363 (+7)

4% more capital invested

Capital invested by funds: $1.98B → $2.05B (+$69.9M)

0.15% less ownership

Funds ownership: 69.15% → 69% (-0.15%)

Holders
363
Holders Change
+7
Holders Change %
+1.97%
% of All Funds
5.21%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.22%
New
35
Increased
185
Reduced
88
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SVWAG
Sound View Wealth Advisors Group
Georgia
+$13.5M
2
RA
Ruggaard & Associates
Ohio
+$11.9M
3
Renaissance Technologies
Renaissance Technologies
New York
+$7.81M
4
MGIA
Matthew Goff Investment Advisor
Texas
+$7.77M
5
BEI
Benjamin Edwards Inc
Missouri
+$7.19M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$24.1M
2
Stifel Financial
Stifel Financial
Missouri
-$20.9M
3
NA
NewEdge Advisors
Louisiana
-$12.1M
4
SWM
Scissortail Wealth Management
Oklahoma
-$6.37M
5
CIM
Confluence Investment Management
Missouri
-$5.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
GT
26
Glenview Trust
Kentucky
$20.5M +$150K +6,005 +0.7%
Mariner
27
Mariner
Kansas
$19.1M -$1.5M -60,013 -7%
CIA
28
Capital Investment Advisors
Georgia
$17.8M +$757K +30,316 +4%
Renaissance Technologies
29
Renaissance Technologies
New York
$17.7M +$7.81M +312,800 +80%
HighTower Advisors
30
HighTower Advisors
Illinois
$17.4M – – –
RJA
31
Raymond James & Associates
Florida
$17M -$2.32M -93,143 -12%
KTM
32
Keeler Thomas Management
Utah
$16.6M +$32.2K +1,290 +0.2%
CTC
33
Central Trust Company
Missouri
$16M +$2.64M +105,857 +20%
SAM
34
Summit Asset Management
Tennessee
$15.5M +$465K +18,625 +3%
Creative Planning
35
Creative Planning
Kansas
$15.5M +$962K +38,537 +7%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$14.8M +$2.13M +85,272 +17%
MCM
37
MV Capital Management
Maryland
$14.3M -$27.5K -1,103 -0.2%
MA
38
MCF Advisors
Kentucky
$14.2M +$219K +8,781 +2%
AF
39
Arrow Financial
New York
$13.5M +$241K +9,659 +2%
ATPW
40
Ashton Thomas Private Wealth
Arizona
$13.4M -$399K -15,976 -3%
RA
41
Ruggaard & Associates
Ohio
$12.9M +$11.9M +477,739 +1,274%
SG
42
Strid Group
Pennsylvania
$12.7M +$427K +17,107 +4%
JAG
43
Journey Advisory Group
Kentucky
$12.6M – – –
KAS
44
Kestra Advisory Services
Texas
$12M +$40.1K +1,607 +0.3%
MGIA
45
Matthew Goff Investment Advisor
Texas
$11.6M +$7.77M +311,339 +207%
SA
46
Sanctuary Advisors
Indiana
$11.5M +$2.84M +113,805 +33%
Stifel Financial
47
Stifel Financial
Missouri
$10.9M -$20.9M -836,127 -66%
GRP
48
Global Retirement Partners
California
$10.2M +$133K +5,328 +1%
BEI
49
Benjamin Edwards Inc
Missouri
$10.2M +$7.19M +287,951 +245%
BPA
50
Beacon Pointe Advisors
California
$10.2M -$316K -12,662 -3%
1
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IBDQ Hedge Fund Activity: Q3 2024 in Review

363 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q3 2024, worth a combined $2.05B — up 3.5% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new IBDQ positions and 24 closed out — a net gain of 11 holders — while 185 added to existing stakes and 88 trimmed.

The largest buyer was Sound View Wealth Advisors Group, adding an estimated $13.5M. The largest seller was Bank of America, cutting an estimated $24.1M.

  • 363 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q3 2024, up from 356 in Q2 2024.
  • Funds reported $2.05B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q3 2024, up 3.5% quarter-over-quarter.
  • 35 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q3 2024 and 24 closed out, a net change of +11 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q3 2024 was Sound View Wealth Advisors Group, an estimated $13.5M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q3 2024 was Bank of America, an estimated $24.1M sold.

Based on aggregated 13F filings for Q3 2024.