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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

261 hedge funds and large institutions have $1.62B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 130 increasing their positions, 67 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 67

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

11% more capital invested

Capital invested by funds: $1.46B → $1.62B (+$160M)

3% more funds holding

Funds holding: 254261 (+7)

2.5% more ownership

Funds ownership: 72.1%74.6% (+2.5%)

31% less funds holding in top 10

Funds holding in top 10: 139 (-4)

Holders
261
Holders Change
+7
Holders Change %
+2.76%
% of All Funds
4.1%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.14%
New
23
Increased
130
Reduced
67
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OMC
151
Old Mission Capital
Illinois
$845K -$1.48M -60,451 -64%
CFS
152
Cannon Financial Strategists
Georgia
$844K +$848K +34,631 New
SF
153
Safeguard Financial
Wisconsin
$832K +$7.64K +312 +0.9%
SFO
154
Stokes Family Office
Louisiana
$829K
BWM
155
BerganKDV Wealth Management
Minnesota
$826K -$184K -7,508 -18%
HH
156
Hilltop Holdings
Texas
$796K +$799K +32,634 New
CIAS
157
CFS Investment Advisory Services
New Jersey
$786K -$63.9K -2,611 -7%
FNT
158
First National Trust
Pennsylvania
$781K +$29.9K +1,221 +4%
SL
159
Sentinus LLC
Illinois
$769K +$26.4K +1,080 +4%
GVAG
160
Great Valley Advisor Group
Delaware
$764K +$3.65K +149 +0.5%
RFC
161
Regions Financial Corp
Alabama
$763K +$17.8K +728 +2%
FIB
162
First Interstate Bank
Montana
$737K
MMHP
163
Murphy Middleton Hinkle & Parker
Georgia
$732K -$88.4K -3,609 -11%
HS
164
Horan Securities
United States
$731K +$24.7K +1,010 +3%
GHA
165
Granite Harbor Advisors
Texas
$730K +$122K +4,994 +20%
Rockefeller Capital Management
166
Rockefeller Capital Management
New York
$708K -$164K -6,695 -19%
CPRC
167
Consolidated Portfolio Review Corp
New York
$692K +$7.15K +292 +1%
AIM
168
Arcadia Investment Management
Michigan
$679K
Thrivent Financial for Lutherans
169
Thrivent Financial for Lutherans
Minnesota
$659K +$395K +16,131 +148%
TB
170
Treynor Bancshares
Iowa
$644K -$83K -3,388 -11%
CTA
171
Chesley Taft & Associates
Illinois
$636K +$31.8K +1,300 +5%
DWT
172
Dorsey & Whitney Trust
South Dakota
$634K
ATPW
173
Ashton Thomas Private Wealth
Arizona
$634K +$4.26K +174 +0.7%
SI
174
Stephens Inc
Arkansas
$617K
FMWA
175
Forvis Mazars Wealth Advisors
Missouri
$585K

IBDQ Hedge Fund Activity: Q2 2023 in Review

261 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q2 2023, worth a combined $1.62B — up 11% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IBDQ positions and 15 closed out — a net gain of 8 holders — while 130 added to existing stakes and 67 trimmed.

The largest buyer was Houlihan Financial Resource Group, adding an estimated $120M. The largest seller was Corda Investment Management, exiting entirely with an estimated $25.5M sold.

  • 261 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q2 2023, up from 254 in Q1 2023.
  • Funds reported $1.62B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q2 2023, up 11% quarter-over-quarter.
  • 23 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q2 2023 and 15 closed out, a net change of +8 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q2 2023 was Houlihan Financial Resource Group, an estimated $120M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q2 2023 was Corda Investment Management, an estimated $25.5M sold.

Based on aggregated 13F filings for Q2 2023.