We are live on ! Find out more
IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

389 hedge funds and large institutions have $3.17B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 185 increasing their positions, 88 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 28

110% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 88

55% more capital invested

Capital invested by funds: $2.05B → $3.17B (+$1.12B)

47% more funds holding in top 10

Funds holding in top 10: 1522 (+7)

7% more funds holding

Funds holding: 363389 (+26)

1.17% more ownership

Funds ownership: 69%70.18% (+1.2%)

Holders
389
Holders Change
+26
Holders Change %
+7.16%
% of All Funds
5.12%
Holding in Top 10
22
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+46.67%
% of All Funds
0.29%
New
60
Increased
185
Reduced
88
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HA
76
Hamel Associates
New Jersey
$7.54M +$95.6K +3,815 +1%
MAS
77
Madden Advisory Services
Florida
$7.43M +$1.1M +43,863 +17%
PWS
78
Peloton Wealth Strategists
Indiana
$7.42M +$301K +12,000 +4%
SWM
79
Scissortail Wealth Management
Oklahoma
$7.39M +$7.38M +294,532 +70,462%
NEPWA
80
New England Private Wealth Advisors
Massachusetts
$7.09M +$1.44M +57,486 +26%
HFRG
81
Houlihan Financial Resource Group
Virginia
$6.85M +$204K +8,155 +3%
FBB
82
Fulton Breakefield Broenniman
Maryland
$6.74M -$181K -7,214 -3%
TF
83
TLWM Financial
Texas
$6.45M +$15.9K +636 +0.2%
BL
84
Balentine LLC
Georgia
$6.24M +$3.24M +129,205 +108%
BMM
85
Buffington Mohr McNeal
Idaho
$6.14M -$1.78M -71,249 -23%
UCFA
86
United Capital Financial Advisors
Texas
$5.84M +$444K +17,738 +8%
ST
87
Spinnaker Trust
Maine
$5.84M +$1.08M +43,057 +23%
Cambridge Investment Research Advisors
88
Cambridge Investment Research Advisors
Iowa
$5.57M +$721K +28,796 +15%
SSB
89
Sandy Spring Bank
Maryland
$5.46M -$148K -5,893 -3%
LWANC
90
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.33M +$358K +14,301 +7%
PA
91
Parallel Advisors
California
$5.32M +$1.02M +40,746 +24%
EWA
92
EP Wealth Advisors
California
$5.28M +$411K +16,424 +8%
SCA
93
Snowden Capital Advisors
New York
$4.98M
SIA
94
Summit Investment Advisors
Maryland
$4.97M +$4.96M +198,005 New
AI
95
Atria Investments
North Carolina
$4.92M +$2.18M +87,173 +80%
MML Investors Services
96
MML Investors Services
Massachusetts
$4.9M +$216K +8,619 +5%
CCWA
97
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.89M +$654K +26,113 +15%
CBT
98
Crews Bank & Trust
Florida
$4.82M +$4.82M +192,270 New
PWM
99
Praetorian Wealth Management
California
$4.75M -$299K -11,934 -6%
Cetera Investment Advisers
100
Cetera Investment Advisers
Illinois
$4.73M +$636K +25,399 +16%

IBDQ Hedge Fund Activity: Q4 2024 in Review

389 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q4 2024, worth a combined $3.17B — up 55% from $2.05B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new IBDQ positions and 28 closed out — a net gain of 32 holders — while 185 added to existing stakes and 88 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $14.8M. The largest seller was Kesler Norman & Wride, exiting entirely with an estimated $7.68M sold.

  • 389 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q4 2024, up from 363 in Q3 2024.
  • Funds reported $3.17B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q4 2024, up 55% quarter-over-quarter.
  • 60 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q4 2024 and 28 closed out, a net change of +32 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q4 2024 was Renaissance Technologies, an estimated $14.8M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q4 2024 was Kesler Norman & Wride, an estimated $7.68M sold.

Based on aggregated 13F filings for Q4 2024.