We are live on ! Find out more
IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

280 hedge funds and large institutions have $1.7B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 137 increasing their positions, 54 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 54

144% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 18

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

7% more funds holding

Funds holding: 261280 (+19)

5% more capital invested

Capital invested by funds: $1.62B → $1.7B (+$81.5M)

0.97% more ownership

Funds ownership: 74.6%75.57% (+0.97%)

Holders
280
Holders Change
+19
Holders Change %
+7.28%
% of All Funds
4.44%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.21%
New
44
Increased
137
Reduced
54
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PRWA
51
Platte River Wealth Advisors
Colorado
$6.5M -$411K -16,870 -6%
ICG
52
InterOcean Capital Group
Tennessee
$6.45M +$738K +30,266 +13%
LWM
53
Lyell Wealth Management
California
$6.39M +$294K +12,046 +5%
KAS
54
Kestra Advisory Services
Texas
$6.36M +$1.25M +51,056 +24%
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$6.33M +$5.27M +215,966 +492%
SG
56
Strid Group
Pennsylvania
$6.32M +$767K +31,437 +14%
Mariner
57
Mariner
Kansas
$6.31M +$44.1K +1,809 +0.7%
PWS
58
Peloton Wealth Strategists
Indiana
$6.25M +$275K +11,265 +5%
BWFA
59
Baltimore-Washington Financial Advisors
Maryland
$6.17M
AIA
60
Arcadia Investment Advisors
Idaho
$6.12M +$319K +13,071 +5%
FCA
61
FinTrust Capital Advisors
South Carolina
$5.8M +$714K +29,258 +14%
SWM
62
Scissortail Wealth Management
Oklahoma
$5.75M +$5.76M +236,003 New
Truist Financial
63
Truist Financial
North Carolina
$5.61M -$485K -19,884 -8%
SSB
64
Sandy Spring Bank
Maryland
$5.58M +$257K +10,550 +5%
HFRG
65
Houlihan Financial Resource Group
Virginia
$5.53M -$119M -4,882,695 -96%
AWS
66
Atria Wealth Solutions
New York
$5.39M +$331K +13,581 +7%
CFS
67
Commonwealth Financial Services
West Virginia
$5.32M +$5.32M +218,256 New
Jane Street
68
Jane Street
New York
$5.31M +$2.95M +120,822 +124%
IA
69
IFP Advisors
Florida
$5.09M -$416K -17,066 -8%
ACP
70
Aviance Capital Partners
Florida
$4.9M -$272K -11,136 -5%
PWM
71
Praetorian Wealth Management
California
$4.65M +$87.9K +3,602 +2%
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$4.61M -$356K -14,608 -7%
Bank of New York Mellon
73
Bank of New York Mellon
New York
$4.59M +$2.01M +82,396 +78%
IF
74
IRON Financial
Illinois
$4.54M -$79.7K -3,266 -2%
EWA
75
EP Wealth Advisors
California
$4.37M +$4.33M +177,332 +8,929%

IBDQ Hedge Fund Activity: Q3 2023 in Review

280 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q3 2023, worth a combined $1.7B — up 5% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new IBDQ positions and 18 closed out — a net gain of 26 holders — while 137 added to existing stakes and 54 trimmed.

The largest buyer was Granite Bay Wealth Management, adding an estimated $104M. The largest seller was Houlihan Financial Resource Group, cutting an estimated $119M.

  • 280 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q3 2023, up from 261 in Q2 2023.
  • Funds reported $1.7B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q3 2023, up 5% quarter-over-quarter.
  • 44 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q3 2023 and 18 closed out, a net change of +26 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q3 2023 was Granite Bay Wealth Management, an estimated $104M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q3 2023 was Houlihan Financial Resource Group, an estimated $119M sold.

Based on aggregated 13F filings for Q3 2023.