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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF
IBDQ

Delisted

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

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325 hedge funds and large institutions have $2.02B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2023 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 156 increasing their positions, 64 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

294% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 16

144% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 64

19% more capital invested

Capital invested by funds: $1.7B → $2.02B (+$324M)

16% more funds holding

Funds holding: 280 → 325 (+45)

8% more funds holding in top 10

Funds holding in top 10: 13 → 14 (+1)

4.7% more ownership

Funds ownership: 75.57% → 80.26% (+4.7%)

Holders
325
Holders Change
+45
Holders Change %
+16.07%
% of All Funds
4.74%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.2%
New
63
Increased
156
Reduced
64
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$106M
2
KCM
Kathmere Capital Management
Pennsylvania
+$22.7M
3
SL
Summitry LLC
California
+$19.9M
4
KTM
Keeler Thomas Management
Utah
+$15M
5
Mariner
Mariner
Kansas
+$14.9M

Top Sellers

Rank Fund Capital Flow
1
CAI
Capital Advisors Inc
Oklahoma
-$36.1M
2
GBWM
Granite Bay Wealth Management
New Hampshire
-$23.2M
3
SPWG
Syntegra Private Wealth Group
Missouri
-$18.9M
4
GA
Gateway Advisory
New Jersey
-$17M
5
Ameriprise
Ameriprise
Minnesota
-$11M
Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
126
Valley Wealth Managers
New Jersey
$2.17M +$5.76K +235 +0.3%
Goldman Sachs
127
Goldman Sachs
New York
$2.17M +$2.14M +87,511 New
IWC
128
Integrated Wealth Concepts
Massachusetts
$2.11M +$310K +12,670 +17%
IF
129
Ironwood Financial
Arizona
$2.1M +$498K +20,328 +31%
CSPAM
130
Cary Street Partners Asset Management
Virginia
$2.08M -$376K -15,362 -15%
PWP
131
Precedent Wealth Partners
Texas
$2.07M +$2.05M +83,753 New
FFIC
132
First Fiduciary Investment Counsel
Ohio
$2.04M -$2.08K -85 -0.1%
Wealth Enhancement Advisory Services
133
Wealth Enhancement Advisory Services
Minnesota
$2.03M +$327K +13,335 +19%
PSIWM
134
Paradigm Strategies in Wealth Management
Minnesota
$1.99M +$130K +5,310 +7%
HH
135
Hilltop Holdings
Texas
$1.96M +$1.12M +45,862 +138%
CPIA
136
Cornell Pochily Investment Advisors
New York
$1.94M +$10.6K +433 +0.6%
AWM
137
AE Wealth Management
Kansas
$1.94M -$309K -12,626 -14%
MIH
138
Meitav Investment House
Israel
$1.9M -$97.4K -3,977 -5%
FFG
139
Foundry Financial Group
New Hampshire
$1.88M +$1.86M +75,909 New
MA
140
MONECO Advisors
Connecticut
$1.81M +$626K +25,566 +54%
AAS
141
Avantax Advisory Services
Texas
$1.77M +$1.04M +42,287 +145%
Deutsche Bank
142
Deutsche Bank
Germany
$1.76M +$817K +33,344 +88%
NDSI
143
Newman Dignan & Sheerar Inc
Rhode Island
$1.69M +$556K +22,709 +50%
MTWM
144
Masso Torrence Wealth Management
New Jersey
$1.69M +$310K +12,642 +23%
CCM
145
Coldstream Capital Management
Washington
$1.68M +$84.9K +3,464 +5%
ANTB
146
AMG National Trust Bank
Colorado
$1.65M +$1.14M +46,359 +229%
PA
147
Parallel Advisors
California
$1.63M +$1.44M +58,806 +820%
PA
148
Probity Advisors
Texas
$1.63M +$1.61M +65,819 New
SC
149
Savant Capital
Illinois
$1.59M -$299K -12,188 -16%
PFM
150
Phillips Financial Management
Indiana
$1.57M +$476K +19,419 +44%
4 5
6
7 8

IBDQ Hedge Fund Activity: Q4 2023 in Review

325 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q4 2023, worth a combined $2.02B — up 19% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new IBDQ positions and 16 closed out — a net gain of 47 holders — while 156 added to existing stakes and 64 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $106M. The largest seller was Capital Advisors Inc, cutting an estimated $36.1M.

  • 325 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q4 2023, up from 280 in Q3 2023.
  • Funds reported $2.02B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q4 2023, up 19% quarter-over-quarter.
  • 63 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q4 2023 and 16 closed out, a net change of +47 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q4 2023 was Morgan Stanley, an estimated $106M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q4 2023 was Capital Advisors Inc, an estimated $36.1M sold.

Based on aggregated 13F filings for Q4 2023.