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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

261 hedge funds and large institutions have $1.62B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 130 increasing their positions, 67 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 67

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

11% more capital invested

Capital invested by funds: $1.46B → $1.62B (+$160M)

3% more funds holding

Funds holding: 254261 (+7)

2.5% more ownership

Funds ownership: 72.1%74.6% (+2.5%)

31% less funds holding in top 10

Funds holding in top 10: 139 (-4)

Holders
261
Holders Change
+7
Holders Change %
+2.76%
% of All Funds
4.1%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.14%
New
23
Increased
130
Reduced
67
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VVP
76
Venture Visionary Partners
Ohio
$3.95M
UCFA
77
United Capital Financial Advisors
Texas
$3.85M +$917K +37,450 +31%
KF
78
Krilogy Financial
Missouri
$3.59M +$20.2K +825 +0.6%
CIM
79
Confluence Investment Management
Missouri
$3.55M +$108K +4,394 +3%
HCA
80
Heck Capital Advisors
Wisconsin
$3.37M -$146K -5,960 -4%
ABC
81
Associated Banc-Corp
Wisconsin
$3.23M +$86.5K +3,531 +3%
4FG
82
4Thought Financial Group
New York
$3.22M +$109K +4,457 +3%
NG
83
Northstar Group
New York
$3.2M
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$3.14M -$49.4K -2,017 -2%
VWMG
85
Virginia Wealth Management Group
Virginia
$3.09M +$52.4K +2,140 +2%
LB
86
Leo Brokerage
Texas
$3.08M +$1.17M +47,936 +61%
KNW
87
Kesler Norman & Wride
Utah
$3.05M -$110K -4,492 -3%
LWANC
88
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.93M -$59.6K -2,434 -2%
GPA
89
Guidance Point Advisors
Massachusetts
$2.82M
FWMM
90
Foundation Wealth Management (Missouri)
Missouri
$2.8M
HPC
91
HM Payson & Co
Maine
$2.76M +$2.78M +113,392 New
PAG
92
Private Advisor Group
New Jersey
$2.59M +$308K +12,600 +13%
Bank of New York Mellon
93
Bank of New York Mellon
New York
$2.58M +$172K +7,013 +7%
DSA
94
Droms Strauss Advisors
Missouri
$2.56M +$260K +10,635 +11%
JP Morgan Chase
95
JP Morgan Chase
New York
$2.53M -$7.34K -300 -0.3%
ADL
96
Asset Dedication LLC
California
$2.48M +$65.4K +2,670 +3%
Jane Street
97
Jane Street
New York
$2.37M -$5.71M -233,185 -71%
SCG
98
Sonata Capital Group
Washington
$2.35M -$29.4K -1,200 -1%
MIH
99
Meitav Investment House
Israel
$2.24M -$65.6K -2,678 -3%
VWM
100
Valley Wealth Managers
New Jersey
$2.22M +$50.7K +2,071 +2%

IBDQ Hedge Fund Activity: Q2 2023 in Review

261 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q2 2023, worth a combined $1.62B — up 11% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IBDQ positions and 15 closed out — a net gain of 8 holders — while 130 added to existing stakes and 67 trimmed.

The largest buyer was Houlihan Financial Resource Group, adding an estimated $120M. The largest seller was Corda Investment Management, exiting entirely with an estimated $25.5M sold.

  • 261 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q2 2023, up from 254 in Q1 2023.
  • Funds reported $1.62B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q2 2023, up 11% quarter-over-quarter.
  • 23 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q2 2023 and 15 closed out, a net change of +8 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q2 2023 was Houlihan Financial Resource Group, an estimated $120M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q2 2023 was Corda Investment Management, an estimated $25.5M sold.

Based on aggregated 13F filings for Q2 2023.