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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

347 hedge funds and large institutions have $1.91B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 174 increasing their positions, 76 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 20

129% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 76

7% more funds holding

Funds holding: 325347 (+22)

5% less capital invested

Capital invested by funds: $2.02B → $1.91B (-$109M)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

10.39% less ownership

Funds ownership: 80.26%69.88% (-10%)

Holders
347
Holders Change
+22
Holders Change %
+6.77%
% of All Funds
5%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.19%
New
47
Increased
174
Reduced
76
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
51
Renaissance Technologies
New York
$8.86M +$2.78M +112,191 +46%
SWMG
52
Signature Wealth Management Group
Georgia
$8.5M -$76.6K -3,091 -0.9%
CFS
53
Commonwealth Financial Services
West Virginia
$8.19M -$21.4K -864 -0.3%
Osaic Holdings
54
Osaic Holdings
Arizona
$7.93M -$2.58M -104,141 -25%
LWM
55
Lyell Wealth Management
California
$7.7M +$304K +12,280 +4%
PPWM
56
PFG Private Wealth Management
Florida
$7.49M -$373K -15,054 -5%
HA
57
Hamel Associates
New Jersey
$7.46M +$275K +11,114 +4%
LIM
58
Leavell Investment Management
Alabama
$7.38M +$109K +4,421 +2%
BWFA
59
Baltimore-Washington Financial Advisors
Maryland
$7.37M
AIA
60
Arcadia Investment Advisors
Idaho
$7.12M +$542K +21,890 +8%
KNW
61
Kesler Norman & Wride
Utah
$7.09M +$576K +23,247 +9%
FBB
62
Fulton Breakefield Broenniman
Maryland
$7.07M -$220K -8,883 -3%
AWS
63
Atria Wealth Solutions
New York
$6.93M +$14.4K +582 +0.2%
PWS
64
Peloton Wealth Strategists
Indiana
$6.82M +$195K +7,875 +3%
TF
65
TLWM Financial
Texas
$6.58M -$32.6K -1,318 -0.5%
HFRG
66
Houlihan Financial Resource Group
Virginia
$6.54M +$712K +28,742 +12%
AF
67
Allworth Financial
California
$6.45M -$1.33M -53,512 -17%
NG
68
Northstar Group
New York
$6.19M
SWM
69
Scissortail Wealth Management
Oklahoma
$6.17M -$10.6K -427 -0.2%
ICG
70
InterOcean Capital Group
Tennessee
$6.12M +$127K +5,129 +2%
IAS
71
IMA Advisory Services
Colorado
$6.03M -$1.79M -72,468 -23%
UCFA
72
United Capital Financial Advisors
Texas
$5.93M +$1.71K +69 +0%
IA
73
IFP Advisors
Florida
$5.8M +$247K +9,981 +4%
PRWA
74
Platte River Wealth Advisors
Colorado
$5.75M -$915K -36,953 -14%
SSB
75
Sandy Spring Bank
Maryland
$5.71M +$2.9K +117 +0.1%

IBDQ Hedge Fund Activity: Q1 2024 in Review

347 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q1 2024, worth a combined $1.91B — down 5.4% from $2.02B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new IBDQ positions and 20 closed out — a net gain of 27 holders — while 174 added to existing stakes and 76 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $18.1M. The largest seller was Morgan Stanley, cutting an estimated $110M.

  • 347 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q1 2024, up from 325 in Q4 2023.
  • Funds reported $1.91B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q1 2024, down 5.4% quarter-over-quarter.
  • 47 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q1 2024 and 20 closed out, a net change of +27 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q1 2024 was Mercer Global Advisors, an estimated $18.1M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q1 2024 was Morgan Stanley, an estimated $110M sold.

Based on aggregated 13F filings for Q1 2024.