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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

392 hedge funds and large institutions have $2.14B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 128 increasing their positions, 158 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 21

1% less funds holding

Funds holding: 397392 (-5)

1.77% less ownership

Funds ownership: 68.48%66.71% (-1.8%)

9% less capital invested

Capital invested by funds: $2.34B → $2.14B (-$204M)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

19% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 158

Holders
392
Holders Change
-5
Holders Change %
-1.26%
% of All Funds
5.16%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.22%
New
25
Increased
128
Reduced
158
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
126
McGlone Suttner Wealth Management
Wisconsin
$3.07M -$327K -13,014 -10%
FWMM
127
Foundation Wealth Management (Missouri)
Missouri
$2.95M +$2.39K +95 +0.1%
HCA
128
Heck Capital Advisors
Wisconsin
$2.95M +$59.9K +2,384 +2%
SP
129
Stonebrook Private
Michigan
$2.93M +$46K +1,830 +2%
BCI
130
Brinker Capital Investments
Pennsylvania
$2.88M -$147K -5,863 -5%
ABC
131
Associated Banc-Corp
Wisconsin
$2.86M -$41.5K -1,654 -1%
SMC
132
Smith, Moore & Co
Missouri
$2.78M +$116K +4,636 +4%
AAS
133
Avantax Advisory Services
Texas
$2.77M -$151K -6,013 -5%
RRA
134
Round Rock Advisors
Connecticut
$2.72M -$290K -11,544 -10%
DAS
135
Diversify Advisory Services
Utah
$2.61M -$571K -22,749 -18%
TC
136
TFR Capital
Texas
$2.58M +$1.02M +40,646 +66%
PWP
137
Precedent Wealth Partners
Texas
$2.56M -$24.8K -988 -1%
ACM
138
Advance Capital Management
Michigan
$2.5M -$30.2K -1,203 -1%
RFC
139
Regions Financial Corp
Alabama
$2.4M -$290K -11,527 -11%
PFM
140
Phillips Financial Management
Indiana
$2.37M
ANTB
141
AMG National Trust Bank
Colorado
$2.35M
BTI
142
Blue Trust Inc
Georgia
$2.33M +$201 +8 +0%
HBT
143
Heartland Bank & Trust
Illinois
$2.32M +$959K +38,180 +71%
KPWS
144
Kestra Private Wealth Services
Texas
$2.24M +$380K +15,138 +20%
ACS
145
Archford Capital Strategies
Illinois
$2.17M -$105K -4,170 -5%
FFIC
146
First Fiduciary Investment Counsel
Ohio
$2.16M -$73.7K -2,935 -3%
HC
147
Hurley Capital
New York
$2.15M -$13.5K -536 -0.6%
CPIA
148
Cornell Pochily Investment Advisors
New York
$2.12M +$36.1K +1,436 +2%
KFAA
149
Klaas Financial Asset Advisors
Illinois
$2.12M -$143K -5,688 -6%
RWM
150
Riverchase Wealth Management
Texas
$2.11M +$106K +4,207 +5%

IBDQ Hedge Fund Activity: Q2 2025 in Review

392 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q2 2025, worth a combined $2.14B — down 8.7% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IBDQ positions and 21 closed out — a net gain of 4 holders — while 128 added to existing stakes and 158 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $20.9M. The largest seller was Mercer Global Advisors, cutting an estimated $50.2M.

  • 392 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q2 2025, down from 397 in Q1 2025.
  • Funds reported $2.14B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q2 2025, down 8.7% quarter-over-quarter.
  • 25 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q2 2025 and 21 closed out, a net change of +4 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q2 2025 was Focus Partners Wealth, an estimated $20.9M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q2 2025 was Mercer Global Advisors, an estimated $50.2M sold.

Based on aggregated 13F filings for Q2 2025.