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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

397 hedge funds and large institutions have $2.34B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 163 increasing their positions, 135 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 22

21% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 135

2% more funds holding

Funds holding: 389397 (+8)

1.69% less ownership

Funds ownership: 70.18%68.48% (-1.7%)

14% less funds holding in top 10

Funds holding in top 10: 2219 (-3)

26% less capital invested

Capital invested by funds: $3.17B → $2.34B (-$828M)

Holders
397
Holders Change
+8
Holders Change %
+2.06%
% of All Funds
5.32%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.25%
New
34
Increased
163
Reduced
135
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GT
26
Glenview Trust
Kentucky
$23.5M +$5.3K +211 +0%
MGIA
27
Matthew Goff Investment Advisor
Texas
$22.9M -$2.05M -81,762 -8%
Focus Partners Wealth
28
Focus Partners Wealth
Massachusetts
$22.5M -$23.2M -925,026 Closed
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$22.2M +$1.55M +61,799 +8%
Truist Financial
30
Truist Financial
North Carolina
$20.3M +$288K +11,462 +1%
HighTower Advisors
31
HighTower Advisors
Illinois
$19.7M +$19.6M +781,420 New
CIA
32
Capital Investment Advisors
Georgia
$18.8M +$514K +20,454 +3%
MA
33
MCF Advisors
Kentucky
$16.9M +$1.2M +47,839 +8%
JAG
34
Journey Advisory Group
Kentucky
$16.8M +$4.11M +163,853 +32%
SAM
35
Summit Asset Management
Tennessee
$16.5M +$322K +12,843 +2%
MFIM
36
Mesirow Financial Investment Management
Illinois
$15.4M +$1.35M +53,723 +10%
Creative Planning
37
Creative Planning
Kansas
$15.2M -$1.37M -54,511 -8%
Osaic Holdings
38
Osaic Holdings
Arizona
$15M +$1.29M +51,238 +9%
CTC
39
Central Trust Company
Missouri
$14.8M -$1.71M -68,163 -10%
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$14.8M +$1.35M +53,885 +10%
MCM
41
MV Capital Management
Maryland
$14.5M -$10.5K -419 -0.1%
KAS
42
Kestra Advisory Services
Texas
$14.5M +$131K +5,204 +0.9%
SG
43
Strid Group
Pennsylvania
$14M +$66.8K +2,660 +0.5%
AF
44
Arrow Financial
New York
$13.6M -$276K -10,988 -2%
RA
45
Ruggaard & Associates
Ohio
$13.4M +$163K +6,496 +1%
NC
46
NovaPoint Capital
Georgia
$12.3M -$163K -6,505 -1%
KTM
47
Keeler Thomas Management
Utah
$12M -$3.71M -147,594 -24%
BEI
48
Benjamin Edwards Inc
Missouri
$11.6M +$539K +21,461 +5%
BPA
49
Beacon Pointe Advisors
California
$11.5M +$173K +6,900 +2%
KNW
50
Kesler Norman & Wride
Utah
$11.4M +$11.4M +453,205 New

IBDQ Hedge Fund Activity: Q1 2025 in Review

397 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q1 2025, worth a combined $2.34B — down 26% from $3.17B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new IBDQ positions and 22 closed out — a net gain of 12 holders — while 163 added to existing stakes and 135 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $19.6M. The largest seller was Focus Partners Wealth, exiting entirely with an estimated $23.2M sold.

  • 397 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q1 2025, up from 389 in Q4 2024.
  • Funds reported $2.34B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q1 2025, down 26% quarter-over-quarter.
  • 34 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q1 2025 and 22 closed out, a net change of +12 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q1 2025 was HighTower Advisors, an estimated $19.6M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q1 2025 was Focus Partners Wealth, an estimated $23.2M sold.

Based on aggregated 13F filings for Q1 2025.