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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
IF
126
Ironwood Financial
Arizona
$1.57M +$146K +5,977 +10%
CCM
127
Coldstream Capital Management
Washington
$1.57M +$222K +9,092 +16%
BSG
128
Black Swift Group
Colorado
$1.44M +$1.13M +46,500 +366%
CIA
129
Covington Investment Advisors
Pennsylvania
$1.41M +$43.7K +1,790 +3%
RWM
130
Ritholtz Wealth Management
New York
$1.41M -$1.76K -72 -0.1%
MTWM
131
Masso Torrence Wealth Management
New Jersey
$1.35M +$49.5K +2,031 +4%
AMM
132
American Money Management
California
$1.3M -$35.9K -1,470 -3%
NB
133
Northwest Bancshares
Pennsylvania
$1.28M -$43.2K -1,771 -3%
4WM
134
4J Wealth Management
Virginia
$1.26M -$130K -5,321 -9%
ST
135
Spinnaker Trust
Maine
$1.24M +$1.24M +50,827 New
EW
136
Element Wealth
Mississippi
$1.23M -$63.3K -2,597 -5%
RFN
137
Redwood Financial Network
Ohio
$1.22M -$195K -7,975 -14%
MCCP
138
Mission Creek Capital Partners
California
$1.21M -$165K -6,769 -12%
MSWM
139
McGlone Suttner Wealth Management
Wisconsin
$1.2M +$226K +9,256 +23%
Citadel Advisors
140
Citadel Advisors
Florida
$1.2M +$1.2M +49,119 New
MA
141
MONECO Advisors
Connecticut
$1.16M +$14.1K +578 +1%
CA
142
Cetera Advisors
Colorado
$1.12M +$70.1K +2,875 +7%
NDSI
143
Newman Dignan & Sheerar Inc
Rhode Island
$1.11M -$12.9K -529 -1%
SFO
144
Stokes Family Office
Louisiana
$1.09M +$263K +10,785 +32%
PFM
145
Phillips Financial Management
Indiana
$1.07M +$146 +6 +0%
SF
146
Safeguard Financial
Wisconsin
$1.04M +$205K +8,406 +25%
PGAM
147
Princeton Global Asset Management
New Jersey
$1.04M +$115K +4,707 +12%
ECM
148
Exchange Capital Management
Michigan
$1.03M
Thrivent Financial for Lutherans
149
Thrivent Financial for Lutherans
Minnesota
$1.03M +$369K +15,148 +56%
DE
150
Day & Ennis
Georgia
$1.02M -$49.1K -2,015 -5%

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.