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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

347 hedge funds and large institutions have $1.91B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 174 increasing their positions, 76 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 20

129% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 76

7% more funds holding

Funds holding: 325347 (+22)

5% less capital invested

Capital invested by funds: $2.02B → $1.91B (-$109M)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

10.39% less ownership

Funds ownership: 80.26%69.88% (-10%)

Holders
347
Holders Change
+22
Holders Change %
+6.77%
% of All Funds
5%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.19%
New
47
Increased
174
Reduced
76
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GPA
101
Guidance Point Advisors
Massachusetts
$3.6M
Cetera Investment Advisers
102
Cetera Investment Advisers
Illinois
$3.54M +$2.34M +94,290 +195%
4FG
103
4Thought Financial Group
New York
$3.43M +$511K +20,616 +18%
AI
104
Atria Investments
North Carolina
$3.41M +$25.3K +1,021 +0.7%
Cambridge Investment Research Advisors
105
Cambridge Investment Research Advisors
Iowa
$3.37M +$325K +13,139 +11%
Deutsche Bank
106
Deutsche Bank
Germany
$3.28M +$1.51M +60,979 +86%
CSPIA
107
Cary Street Partners Investment Advisory
Virginia
$3.17M -$456K -18,402 -13%
VWMG
108
Virginia Wealth Management Group
Virginia
$3.15M -$93.7K -3,785 -3%
CA
109
CGN Advisors
Kansas
$3.08M -$649K -26,215 -17%
FWMM
110
Foundation Wealth Management (Missouri)
Missouri
$2.96M +$2.95M +119,288 New
ABC
111
Associated Banc-Corp
Wisconsin
$2.93M +$150K +6,066 +5%
SCG
112
Sonata Capital Group
Washington
$2.84M +$371K +14,990 +15%
Rockefeller Capital Management
113
Rockefeller Capital Management
New York
$2.84M +$2.12M +85,406 +293%
PA
114
Probity Advisors
Texas
$2.84M +$1.2M +48,578 +74%
QFA
115
Quantum Financial Advisors
California
$2.84M +$2.39M +96,702 +549%
HCA
116
Heck Capital Advisors
Wisconsin
$2.84M -$68.3K -2,758 -2%
WI
117
WrapManager Inc
California
$2.82M +$70.5K +2,848 +3%
PA
118
Parallel Advisors
California
$2.79M +$1.15M +46,425 +70%
WCP
119
Wick Capital Partners
Pennsylvania
$2.68M -$580K -23,419 -18%
BAM
120
Beaumont Asset Management
Texas
$2.63M -$93.9K -3,791 -3%
JP Morgan Chase
121
JP Morgan Chase
New York
$2.56M +$16.4K +664 +0.6%
MA
122
MONECO Advisors
Connecticut
$2.51M +$694K +28,004 +38%
BEI
123
Benjamin Edwards Inc
Missouri
$2.38M +$14.8K +598 +0.6%
MGIA
124
Matthew Goff Investment Advisor
Texas
$2.37M +$1.1M +44,321 +87%
PWP
125
Precedent Wealth Partners
Texas
$2.36M +$277K +11,179 +13%

IBDQ Hedge Fund Activity: Q1 2024 in Review

347 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q1 2024, worth a combined $1.91B — down 5.4% from $2.02B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new IBDQ positions and 20 closed out — a net gain of 27 holders — while 174 added to existing stakes and 76 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $18.1M. The largest seller was Morgan Stanley, cutting an estimated $110M.

  • 347 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q1 2024, up from 325 in Q4 2023.
  • Funds reported $1.91B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q1 2024, down 5.4% quarter-over-quarter.
  • 47 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q1 2024 and 20 closed out, a net change of +27 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q1 2024 was Mercer Global Advisors, an estimated $18.1M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q1 2024 was Morgan Stanley, an estimated $110M sold.

Based on aggregated 13F filings for Q1 2024.