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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

280 hedge funds and large institutions have $1.7B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 137 increasing their positions, 54 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 54

144% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 18

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

7% more funds holding

Funds holding: 261280 (+19)

5% more capital invested

Capital invested by funds: $1.62B → $1.7B (+$81.5M)

0.97% more ownership

Funds ownership: 74.6%75.57% (+0.97%)

Holders
280
Holders Change
+19
Holders Change %
+7.28%
% of All Funds
4.44%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.21%
New
44
Increased
137
Reduced
54
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
101
Sax Wealth Advisors
New Jersey
$2.62M +$473K +19,399 +22%
DSA
102
Droms Strauss Advisors
Missouri
$2.58M +$14.4K +591 +0.6%
CCWA
103
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.56M +$450K +18,443 +21%
BEI
104
Benjamin Edwards Inc
Missouri
$2.46M +$248K +10,165 +11%
ADL
105
Asset Dedication LLC
California
$2.45M -$15.8K -646 -0.6%
JP Morgan Chase
106
JP Morgan Chase
New York
$2.44M -$88.2K -3,615 -3%
WI
107
WrapManager Inc
California
$2.44M +$222K +9,100 +10%
CSPAM
108
Cary Street Partners Asset Management
Virginia
$2.42M +$241K +9,898 +11%
SCG
109
Sonata Capital Group
Washington
$2.35M
ACS
110
Archford Capital Strategies
Illinois
$2.26M +$127K +5,203 +6%
MIFH
111
Migdal Insurance & Financial Holdings
Israel
$2.22M +$245K +10,058 +12%
AWM
112
AE Wealth Management
Kansas
$2.21M +$1.91M +78,133 +625%
AI
113
Atria Investments
North Carolina
$2.2M
MAS
114
Madden Advisory Services
Florida
$2.18M +$1.68M +69,017 +337%
MML Investors Services
115
MML Investors Services
Massachusetts
$2.14M +$31.9K +1,308 +2%
VWM
116
Valley Wealth Managers
New Jersey
$2.13M -$88.8K -3,641 -4%
NEPWA
117
New England Private Wealth Advisors
Massachusetts
$2.04M -$556K -22,813 Closed
FFIC
118
First Fiduciary Investment Counsel
Ohio
$2.01M +$15.9K +650 +0.8%
MIH
119
Meitav Investment House
Israel
$1.97M -$272K -11,147 -12%
CPIA
120
Cornell Pochily Investment Advisors
New York
$1.9M +$102K +4,164 +6%
SC
121
Savant Capital
Illinois
$1.86M -$50.8K -2,081 -3%
PSIWM
122
Paradigm Strategies in Wealth Management
Minnesota
$1.83M +$1.53M +62,841 +506%
SAG
123
SageView Advisory Group
California
$1.83M -$31.9K -1,307 -2%
IWC
124
Integrated Wealth Concepts
Massachusetts
$1.77M +$26.9K +1,101 +2%
Wealth Enhancement Advisory Services
125
Wealth Enhancement Advisory Services
Minnesota
$1.67M +$1.67M +68,474 New

IBDQ Hedge Fund Activity: Q3 2023 in Review

280 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q3 2023, worth a combined $1.7B — up 5% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new IBDQ positions and 18 closed out — a net gain of 26 holders — while 137 added to existing stakes and 54 trimmed.

The largest buyer was Granite Bay Wealth Management, adding an estimated $104M. The largest seller was Houlihan Financial Resource Group, cutting an estimated $119M.

  • 280 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q3 2023, up from 261 in Q2 2023.
  • Funds reported $1.7B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q3 2023, up 5% quarter-over-quarter.
  • 44 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q3 2023 and 18 closed out, a net change of +26 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q3 2023 was Granite Bay Wealth Management, an estimated $104M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q3 2023 was Houlihan Financial Resource Group, an estimated $119M sold.

Based on aggregated 13F filings for Q3 2023.