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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

356 hedge funds and large institutions have $1.98B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 187 increasing their positions, 80 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 80

60% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 20

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

3% more funds holding

Funds holding: 347356 (+9)

4% more capital invested

Capital invested by funds: $1.91B → $1.98B (+$67.7M)

0.72% less ownership

Funds ownership: 69.88%69.15% (-0.72%)

Holders
356
Holders Change
+9
Holders Change %
+2.59%
% of All Funds
5.14%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.2%
New
32
Increased
187
Reduced
80
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWMG
51
Signature Wealth Management Group
Georgia
$8.61M +$68K +2,744 +0.8%
JP Morgan Chase
52
JP Morgan Chase
New York
$8.53M +$5.95M +240,301 +233%
SA
53
Sanctuary Advisors
Indiana
$8.51M +$8.52M +343,979 New
BWFA
54
Baltimore-Washington Financial Advisors
Maryland
$7.74M
LWM
55
Lyell Wealth Management
California
$7.71M -$11.8K -475 -0.2%
PPWM
56
PFG Private Wealth Management
Florida
$7.62M +$120K +4,842 +2%
AWS
57
Atria Wealth Solutions
New York
$7.5M +$548K +22,129 +8%
HA
58
Hamel Associates
New Jersey
$7.44M -$43.8K -1,768 -0.6%
WCM
59
Windsor Capital Management
Arizona
$7.43M -$2.28M -92,003 -24%
LIM
60
Leavell Investment Management
Alabama
$7.41M +$5.67K +229 +0.1%
KNW
61
Kesler Norman & Wride
Utah
$7.37M +$267K +10,773 +4%
AIA
62
Arcadia Investment Advisors
Idaho
$7.33M +$202K +8,164 +3%
PWS
63
Peloton Wealth Strategists
Indiana
$7.03M +$198K +8,000 +3%
FBB
64
Fulton Breakefield Broenniman
Maryland
$6.96M -$115K -4,625 -2%
NG
65
Northstar Group
New York
$6.69M
AF
66
Allworth Financial
California
$6.68M +$210K +8,477 +3%
HFRG
67
Houlihan Financial Resource Group
Virginia
$6.68M +$123K +4,953 +2%
Citadel Advisors
68
Citadel Advisors
Florida
$6.58M +$6.55M +264,598 New
TF
69
TLWM Financial
Texas
$6.5M -$6.57M -265,041 Closed
SWM
70
Scissortail Wealth Management
Oklahoma
$6.36M +$170K +6,874 +3%
Focus Partners Wealth
71
Focus Partners Wealth
Massachusetts
$6.29M +$5.8M +234,260 +1,250%
IA
72
IFP Advisors
Florida
$6.2M +$386K +15,570 +7%
MFIM
73
Mesirow Financial Investment Management
Illinois
$6.17M +$454K +18,330 +8%
FCA
74
FinTrust Capital Advisors
South Carolina
$5.74M +$83.9K +3,387 +1%
SSB
75
Sandy Spring Bank
Maryland
$5.58M -$149K -5,999 -3%

IBDQ Hedge Fund Activity: Q2 2024 in Review

356 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q2 2024, worth a combined $1.98B — up 3.5% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new IBDQ positions and 20 closed out — a net gain of 12 holders — while 187 added to existing stakes and 80 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $7.93M. The largest seller was Capital Advisors Inc, exiting entirely with an estimated $44.7M sold.

  • 356 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q2 2024, up from 347 in Q1 2024.
  • Funds reported $1.98B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q2 2024, up 3.5% quarter-over-quarter.
  • 32 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q2 2024 and 20 closed out, a net change of +12 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q2 2024 was Northwestern Mutual Wealth Management, an estimated $7.93M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q2 2024 was Capital Advisors Inc, an estimated $44.7M sold.

Based on aggregated 13F filings for Q2 2024.