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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
LF
126
LifePlan Financial
Minnesota
$2.35M +$83.8K +3,382 +4%
FCM
127
Fortis Capital Management
Washington
$2.3M -$5.13K -207 -0.2%
ACS
128
Archford Capital Strategies
Illinois
$2.25M -$68.1K -2,750 -3%
IF
129
Ironwood Financial
Arizona
$2.24M +$135K +5,439 +6%
FFIC
130
First Fiduciary Investment Counsel
Ohio
$2.21M +$166K +6,695 +8%
IWC
131
Integrated Wealth Concepts
Massachusetts
$2.16M +$43K +1,737 +2%
VWM
132
Valley Wealth Managers
New Jersey
$2.1M -$75.4K -3,045 -3%
HH
133
Hilltop Holdings
Texas
$2.08M +$117K +4,716 +6%
Thrivent Financial for Lutherans
134
Thrivent Financial for Lutherans
Minnesota
$2.08M +$619K +24,977 +43%
FFG
135
Foundry Financial Group
New Hampshire
$2.04M +$158K +6,381 +8%
Wealth Enhancement Advisory Services
136
Wealth Enhancement Advisory Services
Minnesota
$1.99M -$35.2K -1,420 -2%
MTWM
137
Masso Torrence Wealth Management
New Jersey
$1.95M +$263K +10,624 +16%
FNT
138
First National Trust
Pennsylvania
$1.95M +$478K +19,281 +33%
CCM
139
Coldstream Capital Management
Washington
$1.94M +$260K +10,501 +16%
ACM
140
Advance Capital Management
Michigan
$1.94M +$1.94M +78,164 New
CPIA
141
Cornell Pochily Investment Advisors
New York
$1.93M -$19.2K -774 -1%
PFM
142
Phillips Financial Management
Indiana
$1.93M +$358K +14,437 +23%
CSPAM
143
Cary Street Partners Asset Management
Virginia
$1.89M -$192K -7,766 -9%
SMC
144
Smith, Moore & Co
Missouri
$1.88M +$1.15M +46,512 +158%
MSWM
145
McGlone Suttner Wealth Management
Wisconsin
$1.88M +$428K +17,278 +30%
PSIWM
146
Paradigm Strategies in Wealth Management
Minnesota
$1.86M -$136K -5,483 -7%
CIA
147
Covington Investment Advisors
Pennsylvania
$1.85M +$403K +16,270 +28%
MIH
148
Meitav Investment House
Israel
$1.79M -$114K -4,614 -6%
CA
149
Cetera Advisors
Colorado
$1.77M +$588K +23,753 +50%
4WM
150
4J Wealth Management
Virginia
$1.62M +$238K +9,598 +17%

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.