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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

356 hedge funds and large institutions have $1.98B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 187 increasing their positions, 80 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 80

60% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 20

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

3% more funds holding

Funds holding: 347356 (+9)

4% more capital invested

Capital invested by funds: $1.91B → $1.98B (+$67.7M)

0.72% less ownership

Funds ownership: 69.88%69.15% (-0.72%)

Holders
356
Holders Change
+9
Holders Change %
+2.59%
% of All Funds
5.14%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.2%
New
32
Increased
187
Reduced
80
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCP
126
Wick Capital Partners
Pennsylvania
$2.58M -$97.7K -3,945 -4%
CSPIA
127
Cary Street Partners Investment Advisory
Virginia
$2.43M -$742K -29,948 -23%
Rockefeller Capital Management
128
Rockefeller Capital Management
New York
$2.43M -$418K -16,870 -15%
LF
129
LifePlan Financial
Minnesota
$2.4M +$41.5K +1,676 +2%
ACM
130
Advance Capital Management
Michigan
$2.38M +$435K +17,550 +22%
ACS
131
Archford Capital Strategies
Illinois
$2.35M +$90.2K +3,643 +4%
PFM
132
Phillips Financial Management
Indiana
$2.31M +$375K +15,153 +20%
FFIC
133
First Fiduciary Investment Counsel
Ohio
$2.28M +$65.9K +2,660 +3%
SF
134
Safeguard Financial
Wisconsin
$2.25M +$646K +26,079 +40%
HH
135
Hilltop Holdings
Texas
$2.23M +$142K +5,739 +7%
BL
136
Balentine LLC
Georgia
$2.22M +$1.14M +45,851 +106%
IWC
137
Integrated Wealth Concepts
Massachusetts
$2.18M +$17.6K +711 +0.8%
SFB
138
STAR Financial Bank
Indiana
$2.17M +$2.16M +87,201 New
SMC
139
Smith, Moore & Co
Missouri
$2.17M +$278K +11,232 +15%
VWM
140
Valley Wealth Managers
New Jersey
$2.14M +$36.6K +1,477 +2%
VA
141
Valmark Advisers
Ohio
$2.11M
FNT
142
First National Trust
Pennsylvania
$2.1M +$148K +5,994 +8%
EIA
143
Eldridge Investment Advisors
New Hampshire
$2.07M +$1.6M +64,749 +346%
FFG
144
Foundry Financial Group
New Hampshire
$2M -$45.7K -1,845 -2%
CCM
145
Coldstream Capital Management
Washington
$1.99M +$49.3K +1,989 +3%
PRWA
146
Platte River Wealth Advisors
Colorado
$1.97M -$3.79M -152,841 -66%
Wealth Enhancement Advisory Services
147
Wealth Enhancement Advisory Services
Minnesota
$1.92M -$80.5K -3,250 -4%
PSIWM
148
Paradigm Strategies in Wealth Management
Minnesota
$1.91M +$44.1K +1,780 +2%
MTWM
149
Masso Torrence Wealth Management
New Jersey
$1.91M -$49K -1,977 -3%
CPIA
150
Cornell Pochily Investment Advisors
New York
$1.9M -$35.8K -1,447 -2%

IBDQ Hedge Fund Activity: Q2 2024 in Review

356 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q2 2024, worth a combined $1.98B — up 3.5% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new IBDQ positions and 20 closed out — a net gain of 12 holders — while 187 added to existing stakes and 80 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $7.93M. The largest seller was Capital Advisors Inc, exiting entirely with an estimated $44.7M sold.

  • 356 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q2 2024, up from 347 in Q1 2024.
  • Funds reported $1.98B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q2 2024, up 3.5% quarter-over-quarter.
  • 32 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q2 2024 and 20 closed out, a net change of +12 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q2 2024 was Northwestern Mutual Wealth Management, an estimated $7.93M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q2 2024 was Capital Advisors Inc, an estimated $44.7M sold.

Based on aggregated 13F filings for Q2 2024.