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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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363 hedge funds and large institutions have $2.05B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 185 increasing their positions, 88 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 88

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

7% more funds holding in top 10

Funds holding in top 10: 14 → 15 (+1)

2% more funds holding

Funds holding: 356 → 363 (+7)

4% more capital invested

Capital invested by funds: $1.98B → $2.05B (+$69.9M)

0.15% less ownership

Funds ownership: 69.15% → 69% (-0.15%)

Holders
363
Holders Change
+7
Holders Change %
+1.97%
% of All Funds
5.21%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.22%
New
35
Increased
185
Reduced
88
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SVWAG
Sound View Wealth Advisors Group
Georgia
+$13.5M
2
RA
Ruggaard & Associates
Ohio
+$11.9M
3
Renaissance Technologies
Renaissance Technologies
New York
+$7.81M
4
MGIA
Matthew Goff Investment Advisor
Texas
+$7.77M
5
BEI
Benjamin Edwards Inc
Missouri
+$7.19M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$24.1M
2
Stifel Financial
Stifel Financial
Missouri
-$20.9M
3
NA
NewEdge Advisors
Louisiana
-$12.1M
4
SWM
Scissortail Wealth Management
Oklahoma
-$6.37M
5
CIM
Confluence Investment Management
Missouri
-$5.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
126
Fortis Capital Management
Washington
$2.96M -$254K -10,187 -8%
FWMM
127
Foundation Wealth Management (Missouri)
Missouri
$2.96M +$45.5K +1,825 +2%
SCG
128
Sonata Capital Group
Washington
$2.94M +$2.92M +117,004 New
HCA
129
Heck Capital Advisors
Wisconsin
$2.88M +$74.9K +3,002 +3%
AI
130
Atria Investments
North Carolina
$2.74M -$195K -7,829 -7%
CL
131
COWA LLC
Oklahoma
$2.68M +$2.67M +106,882 New
EWM
132
Executive Wealth Management
Michigan
$2.68M +$2M +80,102 +299%
GI
133
GAMMA Investing
California
$2.68M +$1.69M +67,916 +175%
SFB
134
STAR Financial Bank
Indiana
$2.62M +$429K +17,189 +20%
ST
135
Sabal Trust
Florida
$2.58M +$959K +38,426 +60%
VA
136
Valmark Advisers
Ohio
$2.53M – – –
SP
137
Stonebrook Private
Michigan
$2.51M +$691K +27,681 +38%
ACM
138
Advance Capital Management
Michigan
$2.5M +$97.3K +3,900 +4%
Wealth Enhancement Advisory Services
139
Wealth Enhancement Advisory Services
Minnesota
$2.5M +$556K +22,296 +29%
CSPIA
140
Cary Street Partners Investment Advisory
Virginia
$2.48M +$28.5K +1,142 +1%
LF
141
LifePlan Financial
Minnesota
$2.47M +$47.7K +1,911 +2%
PFM
142
Phillips Financial Management
Indiana
$2.37M +$37.6K +1,506 +2%
HH
143
Hilltop Holdings
Texas
$2.35M +$98.9K +3,964 +4%
ACS
144
Archford Capital Strategies
Illinois
$2.34M -$27.5K -1,103 -1%
WCP
145
Wick Capital Partners
Pennsylvania
$2.33M -$277K -11,111 -11%
SMC
146
Smith, Moore & Co
Missouri
$2.24M +$48K +1,925 +2%
FFIC
147
First Fiduciary Investment Counsel
Ohio
$2.18M -$122K -4,878 -5%
VWM
148
Valley Wealth Managers
New Jersey
$2.15M -$7.11K -285 -0.3%
EIA
149
Eldridge Investment Advisors
New Hampshire
$2.13M +$31.3K +1,256 +2%
FFG
150
Foundry Financial Group
New Hampshire
$2.06M +$35.7K +1,430 +2%
4 5
6
7 8

IBDQ Hedge Fund Activity: Q3 2024 in Review

363 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q3 2024, worth a combined $2.05B — up 3.5% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new IBDQ positions and 24 closed out — a net gain of 11 holders — while 185 added to existing stakes and 88 trimmed.

The largest buyer was Sound View Wealth Advisors Group, adding an estimated $13.5M. The largest seller was Bank of America, cutting an estimated $24.1M.

  • 363 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q3 2024, up from 356 in Q2 2024.
  • Funds reported $2.05B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q3 2024, up 3.5% quarter-over-quarter.
  • 35 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q3 2024 and 24 closed out, a net change of +11 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q3 2024 was Sound View Wealth Advisors Group, an estimated $13.5M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q3 2024 was Bank of America, an estimated $24.1M sold.

Based on aggregated 13F filings for Q3 2024.