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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

261 hedge funds and large institutions have $1.62B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 130 increasing their positions, 67 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 67

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

11% more capital invested

Capital invested by funds: $1.46B → $1.62B (+$160M)

3% more funds holding

Funds holding: 254261 (+7)

2.5% more ownership

Funds ownership: 72.1%74.6% (+2.5%)

31% less funds holding in top 10

Funds holding in top 10: 139 (-4)

Holders
261
Holders Change
+7
Holders Change %
+2.76%
% of All Funds
4.1%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.14%
New
23
Increased
130
Reduced
67
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TF
51
TLWM Financial
Texas
$6.58M -$39.8K -1,624 -0.6%
Mariner
52
Mariner
Kansas
$6.27M +$442K +18,048 +8%
LWM
53
Lyell Wealth Management
California
$6.1M +$564K +23,020 +10%
Truist Financial
54
Truist Financial
North Carolina
$6.1M +$162K +6,617 +3%
HCM
55
Howland Capital Management
Massachusetts
$6.07M +$1.92M +78,600 +46%
LIM
56
Leavell Investment Management
Alabama
$6.06M +$591K +24,130 +11%
PWS
57
Peloton Wealth Strategists
Indiana
$5.98M +$296K +12,110 +5%
BWFA
58
Baltimore-Washington Financial Advisors
Maryland
$5.97M
AIA
59
Arcadia Investment Advisors
Idaho
$5.8M -$42K -1,717 -0.7%
ICG
60
InterOcean Capital Group
Tennessee
$5.71M +$1.45M +59,136 +34%
SG
61
Strid Group
Pennsylvania
$5.56M +$606K +24,748 +12%
IA
62
IFP Advisors
Florida
$5.5M -$789K -32,239 -12%
SSB
63
Sandy Spring Bank
Maryland
$5.33M +$165K +6,737 +3%
ACP
64
Aviance Capital Partners
Florida
$5.17M -$76.9K -3,142 -1%
KAS
65
Kestra Advisory Services
Texas
$5.12M +$1.3M +52,987 +34%
FCA
66
FinTrust Capital Advisors
South Carolina
$5.08M
AWS
67
Atria Wealth Solutions
New York
$5.06M +$200K +8,166 +4%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$4.97M -$1.78M -72,830 -26%
IF
69
IRON Financial
Illinois
$4.63M +$13.3K +545 +0.3%
PWM
70
Praetorian Wealth Management
California
$4.57M +$79.2K +3,233 +2%
EWA
71
EP Wealth Advisors
California
$4.38M -$6.73M -274,697 -99%
AF
72
Allworth Financial
California
$4.23M -$88.1K -3,599 -2%
CA
73
CGN Advisors
Kansas
$4.17M +$264K +10,766 +7%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$3.96M +$299K +12,225 +8%
OAJ
75
Ogorek Anthony Joseph
New York
$3.96M +$2.23M +91,150 +128%

IBDQ Hedge Fund Activity: Q2 2023 in Review

261 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q2 2023, worth a combined $1.62B — up 11% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IBDQ positions and 15 closed out — a net gain of 8 holders — while 130 added to existing stakes and 67 trimmed.

The largest buyer was Houlihan Financial Resource Group, adding an estimated $120M. The largest seller was Corda Investment Management, exiting entirely with an estimated $25.5M sold.

  • 261 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q2 2023, up from 254 in Q1 2023.
  • Funds reported $1.62B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q2 2023, up 11% quarter-over-quarter.
  • 23 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q2 2023 and 15 closed out, a net change of +8 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q2 2023 was Houlihan Financial Resource Group, an estimated $120M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q2 2023 was Corda Investment Management, an estimated $25.5M sold.

Based on aggregated 13F filings for Q2 2023.