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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

361 hedge funds and large institutions have $1.96B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 95 increasing their positions, 181 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.96% less ownership

Funds ownership: 66.71%63.75% (-3%)

8% less funds holding

Funds holding: 392361 (-31)

8% less capital invested

Capital invested by funds: $2.14B → $1.96B (-$174M)

18% less funds holding in top 10

Funds holding in top 10: 1714 (-3)

48% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 181

56% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 39

Holders
361
Holders Change
-31
Holders Change %
-7.91%
% of All Funds
4.74%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.18%
New
17
Increased
95
Reduced
181
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$18.6M -$253K -10,060 -1%
CIA
27
Capital Investment Advisors
Georgia
$18.1M -$238K -9,477 -1%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$17.2M -$6.38M -253,888 -27%
R
29
Rebalance
California
$17.1M +$6.11M +243,134 +56%
SAM
30
Summit Asset Management
Tennessee
$16.9M +$237K +9,423 +1%
US Bancorp
31
US Bancorp
Minnesota
$16.4M -$5.91M -235,274 -27%
MA
32
MCF Advisors
Kentucky
$15.9M -$1.57M -62,354 -9%
KAS
33
Kestra Advisory Services
Texas
$15.4M -$1.07M -42,515 -6%
MFIM
34
Mesirow Financial Investment Management
Illinois
$15.2M -$86.6K -3,446 -0.6%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$14.3M -$320K -12,747 -2%
JAG
36
Journey Advisory Group
Kentucky
$14.3M -$218K -8,672 -2%
MCM
37
MV Capital Management
Maryland
$14M -$300K -11,930 -2%
SG
38
Strid Group
Pennsylvania
$13.6M -$592K -23,563 -4%
RA
39
Ruggaard & Associates
Ohio
$13.4M -$34.1K -1,356 -0.3%
GRP
40
Global Retirement Partners
California
$12.8M +$703K +27,964 +6%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$12.5M -$2.34M -93,124 -16%
NC
42
NovaPoint Capital
Georgia
$12.3M -$282K -11,221 -2%
CTC
43
Central Trust Company
Missouri
$12M -$119K -4,753 -1%
Ameriprise
44
Ameriprise
Minnesota
$12M -$10.1M -401,273 -46%
KTM
45
Keeler Thomas Management
Utah
$11.9M -$11.8M -467,752 Closed
Mercer Global Advisors
46
Mercer Global Advisors
Colorado
$10.8M -$967K -38,454 -8%
BEI
47
Benjamin Edwards Inc
Missouri
$9.86M -$1.59M -63,448 -14%
BPA
48
Beacon Pointe Advisors
California
$9.59M -$802K -31,913 -8%
BL
49
Balentine LLC
Georgia
$9.47M -$808K -32,158 -8%
SWMG
50
Signature Wealth Management Group
Georgia
$9.18M -$8.67K -345 -0.1%

IBDQ Hedge Fund Activity: Q3 2025 in Review

361 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q3 2025, worth a combined $1.96B — down 8.1% from $2.14B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of IBDQ and 17 opened new positions — a net loss of 22 holders — while 181 trimmed existing stakes and 95 added.

The largest buyer was HM Payson & Co, adding an estimated $9.76M. The largest seller was Morgan Stanley, cutting an estimated $14.4M.

  • 361 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q3 2025, down from 392 in Q2 2025.
  • Funds reported $1.96B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q3 2025, down 8.1% quarter-over-quarter.
  • 17 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q3 2025 and 39 closed out, a net change of -22 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q3 2025 was HM Payson & Co, an estimated $9.76M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q3 2025 was Morgan Stanley, an estimated $14.4M sold.

Based on aggregated 13F filings for Q3 2025.