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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

363 hedge funds and large institutions have $2.05B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 185 increasing their positions, 88 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 88

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

2% more funds holding

Funds holding: 356363 (+7)

4% more capital invested

Capital invested by funds: $1.98B → $2.05B (+$69.9M)

0.15% less ownership

Funds ownership: 69.15%69% (-0.15%)

Holders
363
Holders Change
+7
Holders Change %
+1.97%
% of All Funds
5.21%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.22%
New
35
Increased
185
Reduced
88
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SL
76
Sentinus LLC
Illinois
$6.03M +$30.8K +1,236 +4%
FCA
77
FinTrust Capital Advisors
South Carolina
$5.82M +$26.2K +1,049 +0.5%
NEPWA
78
New England Private Wealth Advisors
Massachusetts
$5.66M +$183K +7,350 +3%
SSB
79
Sandy Spring Bank
Maryland
$5.62M -$11.3K -451 -0.2%
UCFA
80
United Capital Financial Advisors
Texas
$5.41M +$343K +13,754 +7%
LWL
81
Leo Wealth LLC
Texas
$5.28M -$348K -13,933 -6%
PWM
82
Praetorian Wealth Management
California
$5.06M +$29.9K +1,200 +0.6%
SCA
83
Snowden Capital Advisors
New York
$5.01M
BAM
84
Beaumont Asset Management
Texas
$4.98M +$1.75M +70,175 +55%
LWANC
85
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.98M -$71.4K -2,860 -1%
EWA
86
EP Wealth Advisors
California
$4.88M +$53.3K +2,136 +1%
Cambridge Investment Research Advisors
87
Cambridge Investment Research Advisors
Iowa
$4.86M +$499K +20,002 +12%
PAG
88
Private Advisor Group
New Jersey
$4.85M +$108K +4,346 +2%
ST
89
Spinnaker Trust
Maine
$4.77M +$477K +19,098 +11%
MML Investors Services
90
MML Investors Services
Massachusetts
$4.7M +$258K +10,347 +6%
AWM
91
Alterna Wealth Management
Texas
$4.64M +$2.78M +111,420 +152%
IF
92
IRON Financial
Illinois
$4.6M +$9.43K +378 +0.2%
ACP
93
Aviance Capital Partners
Florida
$4.57M -$248K -9,939 -5%
Janney Montgomery Scott
94
Janney Montgomery Scott
Pennsylvania
$4.42M +$17.3K +692 +0.4%
OIA
95
OneDigital Investment Advisors
Kansas
$4.34M -$311K -12,450 -7%
PA
96
Parallel Advisors
California
$4.31M +$1.41M +56,550 +49%
SWA
97
Sax Wealth Advisors
New Jersey
$4.29M +$81.5K +3,264 +2%
CCWA
98
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.25M +$238K +9,518 +6%
MA
99
MONECO Advisors
Connecticut
$4.19M +$1.42M +57,035 +52%
DSA
100
Droms Strauss Advisors
Missouri
$4.14M +$114K +4,554 +3%

IBDQ Hedge Fund Activity: Q3 2024 in Review

363 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q3 2024, worth a combined $2.05B — up 3.5% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new IBDQ positions and 24 closed out — a net gain of 11 holders — while 185 added to existing stakes and 88 trimmed.

The largest buyer was Sound View Wealth Advisors Group, adding an estimated $13.5M. The largest seller was Bank of America, cutting an estimated $24.1M.

  • 363 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q3 2024, up from 356 in Q2 2024.
  • Funds reported $2.05B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q3 2024, up 3.5% quarter-over-quarter.
  • 35 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q3 2024 and 24 closed out, a net change of +11 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q3 2024 was Sound View Wealth Advisors Group, an estimated $13.5M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q3 2024 was Bank of America, an estimated $24.1M sold.

Based on aggregated 13F filings for Q3 2024.