We are live on ! Find out more
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
CIA
126
Covington Investment Advisors
Pennsylvania
$1.37M +$31.5K +1,285 +2%
CCM
127
Coldstream Capital Management
Washington
$1.35M +$169K +6,922 +14%
AMM
128
American Money Management
California
$1.34M +$98 +4 +0%
NB
129
Northwest Bancshares
Pennsylvania
$1.33M -$5.43K -222 -0.4%
MTWM
130
Masso Torrence Wealth Management
New Jersey
$1.3M +$68.2K +2,784 +5%
EW
131
Element Wealth
Mississippi
$1.29M +$157K +6,427 +14%
MA
132
MONECO Advisors
Connecticut
$1.15M +$111K +4,521 +11%
NDSI
133
Newman Dignan & Sheerar Inc
Rhode Island
$1.12M -$49.1K -2,006 -4%
Carson Wealth (CWM LLC)
134
Carson Wealth (CWM LLC)
Nebraska
$1.07M +$323K +13,193 +43%
DE
135
Day & Ennis
Georgia
$1.07M +$4.21K +172 +0.4%
PFM
136
Phillips Financial Management
Indiana
$1.07M +$11.8K +481 +1%
CA
137
Cetera Advisors
Colorado
$1.05M +$31.6K +1,290 +3%
NC
138
NovaPoint Capital
Georgia
$1.05M +$18.9K +771 +2%
ECM
139
Exchange Capital Management
Michigan
$1.03M -$29.8K -1,217 -3%
LNC
140
Lincoln National Corp
Pennsylvania
$1.03M +$1.04M +42,291 New
MGIA
141
Matthew Goff Investment Advisor
Texas
$986K +$586K +23,935 +145%
SWM
142
Segment Wealth Management
Texas
$981K +$1.71K +70 +0.2%
MSWM
143
McGlone Suttner Wealth Management
Wisconsin
$979K +$315K +12,852 +47%
FNB
144
Farmers National Bank
Kentucky
$970K +$70.2K +2,869 +8%
HIA
145
Harbor Investment Advisory
Maryland
$949K +$9.11K +372 +1%
PGAM
146
Princeton Global Asset Management
New Jersey
$921K -$35.1K -1,433 -4%
BC
147
Barrett & Company
Rhode Island
$921K -$379K -15,490 -29%
MWM
148
Maltin Wealth Management
New Jersey
$885K -$164K -6,685 -16%
BSAM
149
Blue Square Asset Management
New York
$880K
Cetera Investment Advisers
150
Cetera Investment Advisers
Illinois
$848K +$585K +23,891 +219%

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.