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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

261 hedge funds and large institutions have $1.62B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 130 increasing their positions, 67 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 67

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

11% more capital invested

Capital invested by funds: $1.46B → $1.62B (+$160M)

3% more funds holding

Funds holding: 254261 (+7)

2.5% more ownership

Funds ownership: 72.1%74.6% (+2.5%)

31% less funds holding in top 10

Funds holding in top 10: 139 (-4)

Holders
261
Holders Change
+7
Holders Change %
+2.76%
% of All Funds
4.1%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.14%
New
23
Increased
130
Reduced
67
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WI
101
WrapManager Inc
California
$2.22M +$24.8K +1,013 +1%
BEI
102
Benjamin Edwards Inc
Missouri
$2.21M -$16.7K -681 -0.7%
CSPAM
103
Cary Street Partners Asset Management
Virginia
$2.18M +$314K +12,840 +17%
SWA
104
Sax Wealth Advisors
New Jersey
$2.14M +$1.37M +56,075 +176%
ACS
105
Archford Capital Strategies
Illinois
$2.14M +$326K +13,319 +18%
CCWA
106
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.11M +$309K +12,637 +17%
MML Investors Services
107
MML Investors Services
Massachusetts
$2.11M +$274K +11,177 +15%
FFIC
108
First Fiduciary Investment Counsel
Ohio
$1.99M -$36.6K -1,495 -2%
MIFH
109
Migdal Insurance & Financial Holdings
Israel
$1.98M +$1.98M +81,006 New
SC
110
Savant Capital
Illinois
$1.91M -$718K -29,344 -27%
SAG
111
SageView Advisory Group
California
$1.86M +$98.5K +4,022 +6%
CPIA
112
Cornell Pochily Investment Advisors
New York
$1.8M +$148K +6,029 +9%
CWM
113
Centric Wealth Management
Illinois
$1.79M +$41.4K +1,692 +2%
IWC
114
Integrated Wealth Concepts
Massachusetts
$1.75M -$99.9K -4,080 -5%
Lido Advisors
115
Lido Advisors
California
$1.51M
GBWM
116
Granite Bay Wealth Management
New Hampshire
$1.51M +$708K +28,900 +88%
WWM
117
WJ Wealth Management
Arizona
$1.5M -$1.18M -48,019 -44%
SPC
118
Sigma Planning Corp
Michigan
$1.48M +$577K +23,557 +63%
IF
119
Ironwood Financial
Arizona
$1.43M +$92.4K +3,773 +7%
AI
120
Atria Investments
North Carolina
$1.41M
RFN
121
Redwood Financial Network
Ohio
$1.41M +$7.2K +294 +0.5%
RWM
122
Ritholtz Wealth Management
New York
$1.41M -$184K -7,503 -11%
4WM
123
4J Wealth Management
Virginia
$1.4M +$616K +25,151 +78%
CSPIA
124
Cary Street Partners Investment Advisory
Virginia
$1.38M +$94.5K +3,860 +7%
MCCP
125
Mission Creek Capital Partners
California
$1.38M -$572K -23,358 -29%

IBDQ Hedge Fund Activity: Q2 2023 in Review

261 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q2 2023, worth a combined $1.62B — up 11% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IBDQ positions and 15 closed out — a net gain of 8 holders — while 130 added to existing stakes and 67 trimmed.

The largest buyer was Houlihan Financial Resource Group, adding an estimated $120M. The largest seller was Corda Investment Management, exiting entirely with an estimated $25.5M sold.

  • 261 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q2 2023, up from 254 in Q1 2023.
  • Funds reported $1.62B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q2 2023, up 11% quarter-over-quarter.
  • 23 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q2 2023 and 15 closed out, a net change of +8 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q2 2023 was Houlihan Financial Resource Group, an estimated $120M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q2 2023 was Corda Investment Management, an estimated $25.5M sold.

Based on aggregated 13F filings for Q2 2023.