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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

280 hedge funds and large institutions have $1.7B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 137 increasing their positions, 54 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 54

144% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 18

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

7% more funds holding

Funds holding: 261280 (+19)

5% more capital invested

Capital invested by funds: $1.62B → $1.7B (+$81.5M)

0.97% more ownership

Funds ownership: 74.6%75.57% (+0.97%)

Holders
280
Holders Change
+19
Holders Change %
+7.28%
% of All Funds
4.44%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.21%
New
44
Increased
137
Reduced
54
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LNC
151
Lincoln National Corp
Pennsylvania
$1.02M -$14.6K -597 -1%
FNB
152
Farmers National Bank
Kentucky
$1.02M +$46.4K +1,903 +5%
NC
153
NovaPoint Capital
Georgia
$1M -$47.4K -1,944 -5%
SWA
154
Sightline Wealth Advisors
Connecticut
$1M +$1M +41,050 New
SWM
155
Segment Wealth Management
Texas
$999K +$18.3K +750 +2%
BC
156
Barrett & Company
Rhode Island
$995K +$74.8K +3,066 +8%
MGIA
157
Matthew Goff Investment Advisor
Texas
$979K -$7.29K -299 -0.7%
SPC
158
Sigma Planning Corp
Michigan
$936K -$545K -22,352 -37%
HIA
159
Harbor Investment Advisory
Maryland
$935K -$13.5K -554 -1%
Deutsche Bank
160
Deutsche Bank
Germany
$921K +$400K +16,412 +77%
Cetera Investment Advisers
161
Cetera Investment Advisers
Illinois
$917K +$69K +2,830 +8%
BSAM
162
Blue Square Asset Management
New York
$912K +$913K +37,435 New
PCIA
163
Prime Capital Investment Advisors
Kansas
$868K +$512K +20,977 +143%
HS
164
Horan Securities
United States
$865K +$134K +5,493 +18%
CFS
165
Cannon Financial Strategists
Georgia
$851K +$7.02K +288 +0.8%
FMWA
166
Forvis Mazars Wealth Advisors
Missouri
$834K
FCM
167
Fortis Capital Management
Washington
$828K +$501K +20,551 +153%
CAN
168
Cetera Advisor Networks
California
$822K +$315K +12,924 +62%
HH
169
Hilltop Holdings
Texas
$812K +$16.3K +670 +2%
FNT
170
First National Trust
Pennsylvania
$786K +$5.2K +213 +0.7%
Rockefeller Capital Management
171
Rockefeller Capital Management
New York
$785K +$77.4K +3,174 +11%
PA
172
PSI Advisors
Florida
$766K +$516K +21,153 +206%
RFC
173
Regions Financial Corp
Alabama
$760K -$2.44K -100 -0.3%
FIB
174
First Interstate Bank
Montana
$736K
GHA
175
Granite Harbor Advisors
Texas
$730K

IBDQ Hedge Fund Activity: Q3 2023 in Review

280 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q3 2023, worth a combined $1.7B — up 5% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new IBDQ positions and 18 closed out — a net gain of 26 holders — while 137 added to existing stakes and 54 trimmed.

The largest buyer was Granite Bay Wealth Management, adding an estimated $104M. The largest seller was Houlihan Financial Resource Group, cutting an estimated $119M.

  • 280 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q3 2023, up from 261 in Q2 2023.
  • Funds reported $1.7B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q3 2023, up 5% quarter-over-quarter.
  • 44 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q3 2023 and 18 closed out, a net change of +26 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q3 2023 was Granite Bay Wealth Management, an estimated $104M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q3 2023 was Houlihan Financial Resource Group, an estimated $119M sold.

Based on aggregated 13F filings for Q3 2023.