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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

363 hedge funds and large institutions have $2.05B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 185 increasing their positions, 88 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 88

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

2% more funds holding

Funds holding: 356363 (+7)

4% more capital invested

Capital invested by funds: $1.98B → $2.05B (+$69.9M)

0.15% less ownership

Funds ownership: 69.15%69% (-0.15%)

Holders
363
Holders Change
+7
Holders Change %
+1.97%
% of All Funds
5.21%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.22%
New
35
Increased
185
Reduced
88
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
51
Focus Partners Wealth
Massachusetts
$9.93M +$3.56M +142,789 +56%
Osaic Holdings
52
Osaic Holdings
Arizona
$9.47M +$616K +24,693 +7%
SWMG
53
Signature Wealth Management Group
Georgia
$8.79M +$89.9K +3,604 +1%
AWS
54
Atria Wealth Solutions
New York
$8.7M +$1.12M +45,059 +15%
LWM
55
Lyell Wealth Management
California
$8.33M +$546K +21,858 +7%
BWFA
56
Baltimore-Washington Financial Advisors
Maryland
$8.29M
JP Morgan Chase
57
JP Morgan Chase
New York
$8.13M -$483K -19,342 -6%
FNT
58
First National Trust
Pennsylvania
$8.12M +$5.97M +239,029 +283%
LIM
59
Leavell Investment Management
Alabama
$8.11M +$626K +25,067 +8%
PPWM
60
PFG Private Wealth Management
Florida
$8.08M +$377K +15,089 +5%
BMM
61
Buffington Mohr McNeal
Idaho
$7.94M -$4.23M -169,500 -35%
WCM
62
Windsor Capital Management
Arizona
$7.71M +$209K +8,381 +3%
KNW
63
Kesler Norman & Wride
Utah
$7.68M +$238K +9,521 +3%
AIA
64
Arcadia Investment Advisors
Idaho
$7.68M +$271K +10,856 +4%
HA
65
Hamel Associates
New Jersey
$7.46M -$49.3K -1,975 -0.7%
NG
66
Northstar Group
New York
$7.39M
SWM
67
Scissortail Wealth Management
Oklahoma
$7.22M -$6.37M -255,291 -100%
IA
68
IFP Advisors
Florida
$7.17M +$912K +36,537 +15%
PWS
69
Peloton Wealth Strategists
Indiana
$7.13M +$33.4K +1,340 +0.5%
FBB
70
Fulton Breakefield Broenniman
Maryland
$6.94M -$95.7K -3,835 -1%
HFRG
71
Houlihan Financial Resource Group
Virginia
$6.66M -$77.1K -3,091 -1%
AF
72
Allworth Financial
California
$6.55M -$184K -7,373 -3%
TF
73
TLWM Financial
Texas
$6.45M +$6.41M +257,013 New
MAS
74
Madden Advisory Services
Florida
$6.35M +$1.32M +52,912 +26%
MFIM
75
Mesirow Financial Investment Management
Illinois
$6.11M -$117K -4,681 -2%

IBDQ Hedge Fund Activity: Q3 2024 in Review

363 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q3 2024, worth a combined $2.05B — up 3.5% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new IBDQ positions and 24 closed out — a net gain of 11 holders — while 185 added to existing stakes and 88 trimmed.

The largest buyer was Sound View Wealth Advisors Group, adding an estimated $13.5M. The largest seller was Bank of America, cutting an estimated $24.1M.

  • 363 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q3 2024, up from 356 in Q2 2024.
  • Funds reported $2.05B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q3 2024, up 3.5% quarter-over-quarter.
  • 35 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q3 2024 and 24 closed out, a net change of +11 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q3 2024 was Sound View Wealth Advisors Group, an estimated $13.5M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q3 2024 was Bank of America, an estimated $24.1M sold.

Based on aggregated 13F filings for Q3 2024.