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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

347 hedge funds and large institutions have $1.91B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 174 increasing their positions, 76 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 20

129% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 76

7% more funds holding

Funds holding: 325347 (+22)

5% less capital invested

Capital invested by funds: $2.02B → $1.91B (-$109M)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

10.39% less ownership

Funds ownership: 80.26%69.88% (-10%)

Holders
347
Holders Change
+22
Holders Change %
+6.77%
% of All Funds
5%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.19%
New
47
Increased
174
Reduced
76
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFIM
76
Mesirow Financial Investment Management
Illinois
$5.7M +$986K +39,798 +21%
FCA
77
FinTrust Capital Advisors
South Carolina
$5.65M -$45.9K -1,853 -0.8%
NEPWA
78
New England Private Wealth Advisors
Massachusetts
$5.27M +$5.28M +213,072 New
GAA
79
Global Assets Advisory
Florida
$5.1M +$3.12M +126,171 New
LWL
80
Leo Wealth LLC
Texas
$5.09M +$424K +17,125 +9%
LWANC
81
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.98M +$779K +31,434 +19%
PWM
82
Praetorian Wealth Management
California
$4.8M -$22.2K -896 -0.5%
EWA
83
EP Wealth Advisors
California
$4.79M -$55.5K -2,240 -1%
ACP
84
Aviance Capital Partners
Florida
$4.61M -$36K -1,452 -0.8%
MAS
85
Madden Advisory Services
Florida
$4.58M +$662K +26,730 +17%
IF
86
IRON Financial
Illinois
$4.55M +$6.02K +243 +0.1%
ADL
87
Asset Dedication LLC
California
$4.46M +$1.96M +78,996 +78%
Janney Montgomery Scott
88
Janney Montgomery Scott
Pennsylvania
$4.42M -$265K -10,681 -6%
PAG
89
Private Advisor Group
New Jersey
$4.32M +$675K +27,246 +19%
OAJ
90
Ogorek Anthony Joseph
New York
$4.31M +$32.1K +1,295 +0.8%
AAS
91
Avantax Advisory Services
Texas
$4.26M +$2.48M +100,123 +140%
MML Investors Services
92
MML Investors Services
Massachusetts
$4.16M +$175K +7,056 +4%
RRA
93
Round Rock Advisors
Connecticut
$4.09M +$1.03M +41,486 +34%
CCWA
94
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.04M -$1.93M -77,946 -32%
KF
95
Krilogy Financial
Missouri
$3.97M +$241K +9,731 +6%
HAC
96
Harbor Advisory Corp
New Hampshire
$3.92M
SWA
97
Sax Wealth Advisors
New Jersey
$3.88M +$578K +23,324 +18%
DSA
98
Droms Strauss Advisors
Missouri
$3.84M +$1.17M +47,103 +44%
ST
99
Spinnaker Trust
Maine
$3.81M +$665K +26,837 +21%
CIM
100
Confluence Investment Management
Missouri
$3.73M +$46.8K +1,889 +1%

IBDQ Hedge Fund Activity: Q1 2024 in Review

347 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q1 2024, worth a combined $1.91B — down 5.4% from $2.02B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new IBDQ positions and 20 closed out — a net gain of 27 holders — while 174 added to existing stakes and 76 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $18.1M. The largest seller was Morgan Stanley, cutting an estimated $110M.

  • 347 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q1 2024, up from 325 in Q4 2023.
  • Funds reported $1.91B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q1 2024, down 5.4% quarter-over-quarter.
  • 47 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q1 2024 and 20 closed out, a net change of +27 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q1 2024 was Mercer Global Advisors, an estimated $18.1M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q1 2024 was Morgan Stanley, an estimated $110M sold.

Based on aggregated 13F filings for Q1 2024.