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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

356 hedge funds and large institutions have $1.98B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 187 increasing their positions, 80 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 80

60% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 20

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

3% more funds holding

Funds holding: 347356 (+9)

4% more capital invested

Capital invested by funds: $1.91B → $1.98B (+$67.7M)

0.72% less ownership

Funds ownership: 69.88%69.15% (-0.72%)

Holders
356
Holders Change
+9
Holders Change %
+2.59%
% of All Funds
5.14%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.2%
New
32
Increased
187
Reduced
80
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWL
76
Leo Wealth LLC
Texas
$5.57M +$475K +19,160 +9%
NEPWA
77
New England Private Wealth Advisors
Massachusetts
$5.42M +$122K +4,935 +2%
CIM
78
Confluence Investment Management
Missouri
$5.34M +$1.6M +64,655 +43%
UCFA
79
United Capital Financial Advisors
Texas
$5.01M -$928K -37,469 -16%
LWANC
80
Laurel Wealth Advisors (North Carolina)
North Carolina
$5M +$13.5K +545 +0.3%
PWM
81
Praetorian Wealth Management
California
$4.98M +$177K +7,143 +4%
MAS
82
Madden Advisory Services
Florida
$4.97M +$383K +15,455 +8%
EWA
83
EP Wealth Advisors
California
$4.78M -$18.6K -749 -0.4%
ACP
84
Aviance Capital Partners
Florida
$4.77M +$154K +6,197 +3%
PAG
85
Private Advisor Group
New Jersey
$4.7M +$372K +15,022 +9%
OIA
86
OneDigital Investment Advisors
Kansas
$4.61M +$4.59M +185,270 New
ADL
87
Asset Dedication LLC
California
$4.55M +$61.9K +2,498 +1%
IF
88
IRON Financial
Illinois
$4.54M -$13.2K -531 -0.3%
MML Investors Services
89
MML Investors Services
Massachusetts
$4.39M +$225K +9,094 +5%
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$4.36M -$62.4K -2,520 -1%
OAJ
91
Ogorek Anthony Joseph
New York
$4.34M +$19.5K +789 +0.5%
Cambridge Investment Research Advisors
92
Cambridge Investment Research Advisors
Iowa
$4.32M +$933K +37,654 +28%
ST
93
Spinnaker Trust
Maine
$4.25M +$426K +17,203 +11%
GPA
94
Guidance Point Advisors
Massachusetts
$4.24M
SWA
95
Sax Wealth Advisors
New Jersey
$4.16M +$272K +10,984 +7%
HAC
96
Harbor Advisory Corp
New Hampshire
$4.04M +$114K +4,600 +3%
KF
97
Krilogy Financial
Missouri
$4M +$18.2K +736 +0.5%
DSA
98
Droms Strauss Advisors
Missouri
$3.99M +$139K +5,599 +4%
CCWA
99
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.97M -$78.5K -3,167 -2%
SIAS
100
Summit Investment Advisory Services
Minnesota
$3.76M +$3.75M +151,317 New

IBDQ Hedge Fund Activity: Q2 2024 in Review

356 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q2 2024, worth a combined $1.98B — up 3.5% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new IBDQ positions and 20 closed out — a net gain of 12 holders — while 187 added to existing stakes and 80 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $7.93M. The largest seller was Capital Advisors Inc, exiting entirely with an estimated $44.7M sold.

  • 356 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q2 2024, up from 347 in Q1 2024.
  • Funds reported $1.98B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q2 2024, up 3.5% quarter-over-quarter.
  • 32 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q2 2024 and 20 closed out, a net change of +12 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q2 2024 was Northwestern Mutual Wealth Management, an estimated $7.93M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q2 2024 was Capital Advisors Inc, an estimated $44.7M sold.

Based on aggregated 13F filings for Q2 2024.