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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

280 hedge funds and large institutions have $1.7B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 137 increasing their positions, 54 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 54

144% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 18

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

7% more funds holding

Funds holding: 261280 (+19)

5% more capital invested

Capital invested by funds: $1.62B → $1.7B (+$81.5M)

0.97% more ownership

Funds ownership: 74.6%75.57% (+0.97%)

Holders
280
Holders Change
+19
Holders Change %
+7.28%
% of All Funds
4.44%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.21%
New
44
Increased
137
Reduced
54
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
76
Allworth Financial
California
$4.29M +$61.3K +2,514 +1%
Lido Advisors
77
Lido Advisors
California
$4.29M
CA
78
CGN Advisors
Kansas
$4.26M +$95.8K +3,928 +2%
CSPIA
79
Cary Street Partners Investment Advisory
Virginia
$4.17M +$2.79M +114,359 +202%
OAJ
80
Ogorek Anthony Joseph
New York
$4.04M +$74.4K +3,051 +2%
VVP
81
Venture Visionary Partners
Ohio
$4.03M
EFP
82
Envision Financial Planning
Tennessee
$3.93M +$3.93M +161,317 New
UCFA
83
United Capital Financial Advisors
Texas
$3.88M +$32.9K +1,348 +0.9%
KNW
84
Kesler Norman & Wride
Utah
$3.73M +$676K +27,702 +22%
HAC
85
Harbor Advisory Corp
New Hampshire
$3.71M +$3.71M +152,154 New
CIM
86
Confluence Investment Management
Missouri
$3.63M +$79.9K +3,275 +2%
KF
87
Krilogy Financial
Missouri
$3.59M +$5.07K +208 +0.1%
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$3.54M +$398K +16,338 +13%
ATPW
89
Ashton Thomas Private Wealth
Arizona
$3.51M +$2.88M +117,935 +454%
NG
90
Northstar Group
New York
$3.48M
VWMG
91
Virginia Wealth Management Group
Virginia
$3.25M +$155K +6,375 +5%
HCA
92
Heck Capital Advisors
Wisconsin
$3.13M -$242K -9,908 -7%
4FG
93
4Thought Financial Group
New York
$3.09M -$127K -5,215 -4%
WCP
94
Wick Capital Partners
Pennsylvania
$3.03M +$3.04M +124,488 New
LWANC
95
Laurel Wealth Advisors (North Carolina)
North Carolina
$3M +$71.1K +2,917 +2%
GPA
96
Guidance Point Advisors
Massachusetts
$2.91M
ABC
97
Associated Banc-Corp
Wisconsin
$2.84M -$386K -15,843 -12%
FWMM
98
Foundation Wealth Management (Missouri)
Missouri
$2.8M
Cambridge Investment Research Advisors
99
Cambridge Investment Research Advisors
Iowa
$2.68M -$1.28M -52,503 -32%
PAG
100
Private Advisor Group
New Jersey
$2.63M +$47.4K +1,942 +2%

IBDQ Hedge Fund Activity: Q3 2023 in Review

280 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q3 2023, worth a combined $1.7B — up 5% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new IBDQ positions and 18 closed out — a net gain of 26 holders — while 137 added to existing stakes and 54 trimmed.

The largest buyer was Granite Bay Wealth Management, adding an estimated $104M. The largest seller was Houlihan Financial Resource Group, cutting an estimated $119M.

  • 280 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q3 2023, up from 261 in Q2 2023.
  • Funds reported $1.7B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q3 2023, up 5% quarter-over-quarter.
  • 44 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q3 2023 and 18 closed out, a net change of +26 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q3 2023 was Granite Bay Wealth Management, an estimated $104M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q3 2023 was Houlihan Financial Resource Group, an estimated $119M sold.

Based on aggregated 13F filings for Q3 2023.