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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

361 hedge funds and large institutions have $1.96B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 95 increasing their positions, 181 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.96% less ownership

Funds ownership: 66.71%63.75% (-3%)

8% less funds holding

Funds holding: 392361 (-31)

8% less capital invested

Capital invested by funds: $2.14B → $1.96B (-$174M)

18% less funds holding in top 10

Funds holding in top 10: 1714 (-3)

48% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 181

56% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 39

Holders
361
Holders Change
-31
Holders Change %
-7.91%
% of All Funds
4.74%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.18%
New
17
Increased
95
Reduced
181
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
101
Sowell Financial Services
Arkansas
$3.95M -$329K -13,079 -8%
DWM
102
Drive Wealth Management
Utah
$3.95M -$21K -834 -0.5%
HW
103
Hancock Whitney
Mississippi
$3.93M -$39.1K -1,554 -1%
Creative Planning
104
Creative Planning
Kansas
$3.91M -$7.1M -282,263 -64%
PA
105
Probity Advisors
Texas
$3.91M +$139K +5,521 +4%
PWM
106
Praetorian Wealth Management
California
$3.72M -$183K -7,279 -5%
VA
107
Valmark Advisers
Ohio
$3.55M
BFIM
108
Beese Fulmer Investment Management
Ohio
$3.41M +$4.88K +194 +0.1%
BS
109
Brighton Securities
New York
$3.13M -$946K -37,638 -23%
LWL
110
Leo Wealth LLC
Texas
$3.12M -$694K -27,612 -18%
SCG
111
Sonata Capital Group
Washington
$3.1M -$7.54K -300 -0.2%
MSWM
112
McGlone Suttner Wealth Management
Wisconsin
$3.09M +$18.7K +745 +0.6%
SP
113
Stonebrook Private
Michigan
$3.05M +$114K +4,550 +4%
HCA
114
Heck Capital Advisors
Wisconsin
$3.01M +$62.9K +2,502 +2%
PAG
115
Private Advisor Group
New Jersey
$2.97M -$343K -13,635 -10%
HBT
116
Heartland Bank & Trust
Illinois
$2.91M +$593K +23,600 +26%
ABC
117
Associated Banc-Corp
Wisconsin
$2.89M +$34.6K +1,375 +1%
FWMM
118
Foundation Wealth Management (Missouri)
Missouri
$2.85M -$2.95M -117,346 Closed
PFM
119
Phillips Financial Management
Indiana
$2.85M +$470K +18,679 +20%
SMC
120
Smith, Moore & Co
Missouri
$2.84M +$62.4K +2,481 +2%
RRA
121
Round Rock Advisors
Connecticut
$2.64M -$77.9K -3,100 -3%
TC
122
TFR Capital
Texas
$2.58M +$3.92K +156 +0.2%
ACM
123
Advance Capital Management
Michigan
$2.53M +$24.6K +977 +1%
HFRG
124
Houlihan Financial Resource Group
Virginia
$2.4M -$4.02M -159,832 -63%
BTI
125
Blue Trust Inc
Georgia
$2.33M +$176 +7 +0%

IBDQ Hedge Fund Activity: Q3 2025 in Review

361 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q3 2025, worth a combined $1.96B — down 8.1% from $2.14B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of IBDQ and 17 opened new positions — a net loss of 22 holders — while 181 trimmed existing stakes and 95 added.

The largest buyer was HM Payson & Co, adding an estimated $9.76M. The largest seller was Morgan Stanley, cutting an estimated $14.4M.

  • 361 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q3 2025, down from 392 in Q2 2025.
  • Funds reported $1.96B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q3 2025, down 8.1% quarter-over-quarter.
  • 17 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q3 2025 and 39 closed out, a net change of -22 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q3 2025 was HM Payson & Co, an estimated $9.76M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q3 2025 was Morgan Stanley, an estimated $14.4M sold.

Based on aggregated 13F filings for Q3 2025.