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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF
IBDQ

Delisted

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

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392 hedge funds and large institutions have $2.14B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 128 increasing their positions, 158 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 21

1% less funds holding

Funds holding: 397 → 392 (-5)

1.77% less ownership

Funds ownership: 68.48% → 66.71% (-1.8%)

9% less capital invested

Capital invested by funds: $2.34B → $2.14B (-$204M)

11% less funds holding in top 10

Funds holding in top 10: 19 → 17 (-2)

19% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 158

Holders
392
Holders Change
-5
Holders Change %
-1.26%
% of All Funds
5.16%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.22%
New
25
Increased
128
Reduced
158
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$20.9M
2
CWM
Congress Wealth Management
Massachusetts
+$12.9M
3
Citadel Advisors
Citadel Advisors
Florida
+$9.54M
4
BWFA
Baltimore-Washington Financial Advisors
Maryland
+$9.11M
5
MFG
Merit Financial Group
Georgia
+$5.64M

Top Sellers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$50.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$47.5M
3
Renaissance Technologies
Renaissance Technologies
New York
-$34.9M
4
Bank of America
Bank of America
North Carolina
-$10.8M
5
SVWAG
Sound View Wealth Advisors Group
Georgia
-$6.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$11M -$4.21M -167,485 -28%
R
52
Rebalance
California
$11M +$176K +6,989 +2%
BPA
53
Beacon Pointe Advisors
California
$10.4M -$1.1M -43,695 -10%
SA
54
Sanctuary Advisors
Indiana
$10.3M +$131K +5,200 +1%
BL
55
Balentine LLC
Georgia
$10.3M -$230K -9,146 -2%
EWA
56
EP Wealth Advisors
California
$9.52M +$4.55M +181,210 +92%
FNT
57
First National Trust
Pennsylvania
$9.25M – – –
SWMG
58
Signature Wealth Management Group
Georgia
$9.19M +$141K +5,632 +2%
BWFA
59
Baltimore-Washington Financial Advisors
Maryland
$9.13M +$9.11M +362,597 New
IA
60
IFP Advisors
Florida
$8.94M +$158K +6,303 +2%
LIM
61
Leavell Investment Management
Alabama
$8.74M -$1.25M -49,758 -13%
BAM
62
Beaumont Asset Management
Texas
$8.62M +$402K +15,998 +5%
NG
63
Northstar Group
New York
$8.56M – – –
MAS
64
Madden Advisory Services
Florida
$8.36M +$633K +25,199 +8%
AIA
65
Arcadia Investment Advisors
Idaho
$8.03M -$634K -25,228 -7%
Wealth Enhancement Advisory Services
66
Wealth Enhancement Advisory Services
Minnesota
$8.02M -$167K -6,636 -2%
AWS
67
Atria Wealth Solutions
New York
$7.98M -$333K -13,248 -4%
SWM
68
Scissortail Wealth Management
Oklahoma
$7.96M +$205K +8,146 +3%
LWM
69
Lyell Wealth Management
California
$7.81M -$1.08M -42,873 -12%
I
70
InvesTrust
Oklahoma
$7.72M -$108K -4,281 -1%
AF
71
Allworth Financial
California
$7.42M -$169K -6,732 -2%
ST
72
Spinnaker Trust
Maine
$7.35M +$29.2K +1,164 +0.4%
PWS
73
Peloton Wealth Strategists
Indiana
$7.27M -$100K -4,000 -1%
Deutsche Bank
74
Deutsche Bank
Germany
$6.84M -$123K -4,911 -2%
NG
75
Novem Group
New York
$6.71M -$4.03M -160,323 -38%
1 2
3
4 5

IBDQ Hedge Fund Activity: Q2 2025 in Review

392 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q2 2025, worth a combined $2.14B — down 8.7% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IBDQ positions and 21 closed out — a net gain of 4 holders — while 128 added to existing stakes and 158 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $20.9M. The largest seller was Mercer Global Advisors, cutting an estimated $50.2M.

  • 392 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q2 2025, down from 397 in Q1 2025.
  • Funds reported $2.14B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q2 2025, down 8.7% quarter-over-quarter.
  • 25 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q2 2025 and 21 closed out, a net change of +4 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q2 2025 was Focus Partners Wealth, an estimated $20.9M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q2 2025 was Mercer Global Advisors, an estimated $50.2M sold.

Based on aggregated 13F filings for Q2 2025.