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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

392 hedge funds and large institutions have $2.14B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 128 increasing their positions, 158 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 21

1% less funds holding

Funds holding: 397392 (-5)

1.77% less ownership

Funds ownership: 68.48%66.71% (-1.8%)

9% less capital invested

Capital invested by funds: $2.34B → $2.14B (-$204M)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

19% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 158

Holders
392
Holders Change
-5
Holders Change %
-1.26%
% of All Funds
5.16%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.22%
New
25
Increased
128
Reduced
158
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$20.1M -$307K -12,229 -2%
MGIA
27
Matthew Goff Investment Advisor
Texas
$19.1M -$3.75M -149,311 -16%
HighTower Advisors
28
HighTower Advisors
Illinois
$18.8M -$851K -33,884 -4%
CIA
29
Capital Investment Advisors
Georgia
$18.3M -$508K -20,234 -3%
MA
30
MCF Advisors
Kentucky
$17.5M +$567K +22,567 +3%
SAM
31
Summit Asset Management
Tennessee
$16.7M +$166K +6,621 +1%
KAS
32
Kestra Advisory Services
Texas
$16.5M +$2M +79,779 +14%
MFIM
33
Mesirow Financial Investment Management
Illinois
$15.3M -$106K -4,225 -0.7%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$14.9M -$47.5M -1,891,262 -76%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$14.6M -$161K -6,418 -1%
JAG
36
Journey Advisory Group
Kentucky
$14.5M -$2.31M -92,124 -14%
MCM
37
MV Capital Management
Maryland
$14.3M -$267K -10,619 -2%
SG
38
Strid Group
Pennsylvania
$14.2M +$215K +8,560 +2%
Osaic Holdings
39
Osaic Holdings
Arizona
$14M -$1.05M -41,852 -7%
RA
40
Ruggaard & Associates
Ohio
$13.4M -$13.8K -549 -0.1%
CWM
41
Congress Wealth Management
Massachusetts
$12.9M +$12.9M +513,564 New
NC
42
NovaPoint Capital
Georgia
$12.6M +$288K +11,482 +2%
CTC
43
Central Trust Company
Missouri
$12.1M -$2.68M -106,622 -18%
GRP
44
Global Retirement Partners
California
$12.1M +$12.1M +481,109 New
AF
45
Arrow Financial
New York
$11.9M -$1.73M -69,050 -13%
KTM
46
Keeler Thomas Management
Utah
$11.8M -$199K -7,933 -2%
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$11.8M -$50.2M -1,997,703 -81%
BEI
48
Benjamin Edwards Inc
Missouri
$11.5M -$194K -7,717 -2%
JP Morgan Chase
49
JP Morgan Chase
New York
$11.3M +$2.43M +96,695 +27%
Citadel Advisors
50
Citadel Advisors
Florida
$11.1M +$9.54M +379,996 +640%

IBDQ Hedge Fund Activity: Q2 2025 in Review

392 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q2 2025, worth a combined $2.14B — down 8.7% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IBDQ positions and 21 closed out — a net gain of 4 holders — while 128 added to existing stakes and 158 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $20.9M. The largest seller was Mercer Global Advisors, cutting an estimated $50.2M.

  • 392 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q2 2025, down from 397 in Q1 2025.
  • Funds reported $2.14B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q2 2025, down 8.7% quarter-over-quarter.
  • 25 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q2 2025 and 21 closed out, a net change of +4 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q2 2025 was Focus Partners Wealth, an estimated $20.9M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q2 2025 was Mercer Global Advisors, an estimated $50.2M sold.

Based on aggregated 13F filings for Q2 2025.