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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

389 hedge funds and large institutions have $3.17B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 185 increasing their positions, 88 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 28

110% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 88

55% more capital invested

Capital invested by funds: $2.05B → $3.17B (+$1.12B)

47% more funds holding in top 10

Funds holding in top 10: 1522 (+7)

7% more funds holding

Funds holding: 363389 (+26)

1.17% more ownership

Funds ownership: 69%70.18% (+1.2%)

Holders
389
Holders Change
+26
Holders Change %
+7.16%
% of All Funds
5.12%
Holding in Top 10
22
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+46.67%
% of All Funds
0.29%
New
60
Increased
185
Reduced
88
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$11.9M +$1.03M +40,936 +9%
BPA
52
Beacon Pointe Advisors
California
$11.3M +$1.12M +44,619 +11%
BEI
53
Benjamin Edwards Inc
Missouri
$11.1M +$889K +35,468 +9%
BWFA
54
Baltimore-Washington Financial Advisors
Maryland
$10.7M
BAM
55
Beaumont Asset Management
Texas
$10.6M +$5.59M +223,170 +112%
GRP
56
Global Retirement Partners
California
$10.6M +$376K +14,989 +4%
NG
57
Novem Group
New York
$10.4M +$10.4M +416,415 New
SA
58
Sanctuary Advisors
Indiana
$10.2M -$1.35M -53,917 -12%
LIM
59
Leavell Investment Management
Alabama
$9.67M +$1.58M +63,144 +20%
LWM
60
Lyell Wealth Management
California
$9.29M +$981K +39,145 +12%
SWMG
61
Signature Wealth Management Group
Georgia
$8.93M +$156K +6,214 +2%
JP Morgan Chase
62
JP Morgan Chase
New York
$8.69M +$579K +23,104 +7%
NG
63
Northstar Group
New York
$8.67M
Wealth Enhancement Advisory Services
64
Wealth Enhancement Advisory Services
Minnesota
$8.62M +$6.13M +244,853 +246%
BS
65
Brighton Securities
New York
$8.43M +$8.43M +336,488 New
AIA
66
Arcadia Investment Advisors
Idaho
$8.43M +$765K +30,519 +10%
R
67
Rebalance
California
$8.39M +$7.89M +314,887 +1,565%
PPWM
68
PFG Private Wealth Management
Florida
$8.25M +$190K +7,597 +2%
FNT
69
First National Trust
Pennsylvania
$8.23M +$129K +5,165 +2%
I
70
InvesTrust
Oklahoma
$8.08M +$8.08M +322,423 New
AWS
71
Atria Wealth Solutions
New York
$8.06M -$626K -25,005 -7%
AF
72
Allworth Financial
California
$8.04M +$1.48M +59,241 +23%
IA
73
IFP Advisors
Florida
$7.91M +$751K +29,983 +10%
WCM
74
Windsor Capital Management
Arizona
$7.64M -$58.2K -2,322 -0.8%
IAN
75
Integrated Advisors Network
Texas
$7.58M +$6.13M +244,822 +422%

IBDQ Hedge Fund Activity: Q4 2024 in Review

389 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q4 2024, worth a combined $3.17B — up 55% from $2.05B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new IBDQ positions and 28 closed out — a net gain of 32 holders — while 185 added to existing stakes and 88 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $14.8M. The largest seller was Kesler Norman & Wride, exiting entirely with an estimated $7.68M sold.

  • 389 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q4 2024, up from 363 in Q3 2024.
  • Funds reported $3.17B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q4 2024, up 55% quarter-over-quarter.
  • 60 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q4 2024 and 28 closed out, a net change of +32 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q4 2024 was Renaissance Technologies, an estimated $14.8M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q4 2024 was Kesler Norman & Wride, an estimated $7.68M sold.

Based on aggregated 13F filings for Q4 2024.