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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

392 hedge funds and large institutions have $2.14B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 128 increasing their positions, 158 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 21

1% less funds holding

Funds holding: 397392 (-5)

1.77% less ownership

Funds ownership: 68.48%66.71% (-1.8%)

9% less capital invested

Capital invested by funds: $2.34B → $2.14B (-$204M)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

19% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 158

Holders
392
Holders Change
-5
Holders Change %
-1.26%
% of All Funds
5.16%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.22%
New
25
Increased
128
Reduced
158
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KNW
76
Kesler Norman & Wride
Utah
$6.68M -$4.72M -187,793 -41%
MFG
77
Merit Financial Group
Georgia
$6.64M +$5.64M +224,550 +576%
CCWA
78
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.56M +$1.1M +43,624 +20%
HFRG
79
Houlihan Financial Resource Group
Virginia
$6.42M -$236K -9,397 -4%
TF
80
TLWM Financial
Texas
$6.24M -$137K -5,441 -2%
UCFA
81
United Capital Financial Advisors
Texas
$6.16M +$117K +4,668 +2%
FBB
82
Fulton Breakefield Broenniman
Maryland
$5.94M -$499K -19,852 -8%
IWC
83
Integrated Wealth Concepts
Massachusetts
$5.85M +$751K +29,910 +15%
HA
84
Hamel Associates
New Jersey
$5.68M -$243K -9,665 -4%
Cetera Investment Advisers
85
Cetera Investment Advisers
Illinois
$5.37M -$248K -9,864 -4%
Cambridge Investment Research Advisors
86
Cambridge Investment Research Advisors
Iowa
$5.35M -$560K -22,311 -10%
AWM
87
AE Wealth Management
Kansas
$5.28M +$876K +34,884 +20%
LWANC
88
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.21M -$125K -4,972 -2%
AUB
89
Atlantic Union Bankshares
Virginia
$5.14M +$5.13M +204,261 New
ACP
90
Aviance Capital Partners
Florida
$5.13M +$159K +6,316 +3%
MA
91
MONECO Advisors
Connecticut
$5.07M +$145K +5,783 +3%
AI
92
Atria Investments
North Carolina
$5M -$69.3K -2,759 -1%
Stifel Financial
93
Stifel Financial
Missouri
$5M -$267K -10,645 -5%
SCA
94
Snowden Capital Advisors
New York
$4.98M
PA
95
Parallel Advisors
California
$4.89M +$432K +17,187 +10%
SWA
96
Sax Wealth Advisors
New Jersey
$4.76M -$244K -9,699 -5%
CBT
97
Crews Bank & Trust
Florida
$4.63M -$82.8K -3,295 -2%
NEPWA
98
New England Private Wealth Advisors
Massachusetts
$4.61M -$1.94M -77,201 -30%
KF
99
Krilogy Financial
Missouri
$4.56M +$1.29M +51,276 +40%
GPA
100
Guidance Point Advisors
Massachusetts
$4.55M

IBDQ Hedge Fund Activity: Q2 2025 in Review

392 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q2 2025, worth a combined $2.14B — down 8.7% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IBDQ positions and 21 closed out — a net gain of 4 holders — while 128 added to existing stakes and 158 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $20.9M. The largest seller was Mercer Global Advisors, cutting an estimated $50.2M.

  • 392 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q2 2025, down from 397 in Q1 2025.
  • Funds reported $2.14B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q2 2025, down 8.7% quarter-over-quarter.
  • 25 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q2 2025 and 21 closed out, a net change of +4 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q2 2025 was Focus Partners Wealth, an estimated $20.9M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q2 2025 was Mercer Global Advisors, an estimated $50.2M sold.

Based on aggregated 13F filings for Q2 2025.