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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

347 hedge funds and large institutions have $1.91B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 174 increasing their positions, 76 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 20

129% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 76

7% more funds holding

Funds holding: 325347 (+22)

5% less capital invested

Capital invested by funds: $2.02B → $1.91B (-$109M)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

10.39% less ownership

Funds ownership: 80.26%69.88% (-10%)

Holders
347
Holders Change
+22
Holders Change %
+6.77%
% of All Funds
5%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.19%
New
47
Increased
174
Reduced
76
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SF
151
Safeguard Financial
Wisconsin
$1.6M +$357K +14,408 +29%
VA
152
Valmark Advisers
Ohio
$1.6M
ANTB
153
AMG National Trust Bank
Colorado
$1.6M -$55.9K -2,257 -3%
PCIA
154
Prime Capital Investment Advisors
Kansas
$1.59M +$124K +4,996 +8%
SWA
155
Sightline Wealth Advisors
Connecticut
$1.57M +$32.7K +1,319 +2%
AG
156
AlTi Global
New York
$1.55M -$1.51M -60,900 -97%
SPC
157
Sigma Planning Corp
Michigan
$1.53M +$1.26M +50,805 +462%
SFS
158
Sowell Financial Services
Arkansas
$1.53M +$72.8K +2,938 +5%
NB
159
Northwest Bancshares
Pennsylvania
$1.51M +$242K +9,754 +19%
SWM
160
Segment Wealth Management
Texas
$1.5M +$149K +6,020 +11%
SC
161
Savant Capital
Illinois
$1.48M -$109K -4,397 -7%
PGAM
162
Princeton Global Asset Management
New Jersey
$1.45M +$325K +13,142 +29%
Susquehanna International Group
163
Susquehanna International Group
Pennsylvania
$1.45M +$1.45M +58,428 New
SP
164
Stonebrook Private
Michigan
$1.39M +$593K +23,929 +74%
BSSFA
165
Baron Silver Stevens Financial Advisors
Florida
$1.39M
EW
166
Element Wealth
Mississippi
$1.39M +$103K +4,167 +8%
RWM
167
Ritholtz Wealth Management
New York
$1.36M -$60.9K -2,460 -4%
NDSI
168
Newman Dignan & Sheerar Inc
Rhode Island
$1.35M -$339K -13,701 -20%
PA
169
PSI Advisors
Florida
$1.32M +$155K +6,256 +13%
RFN
170
Redwood Financial Network
Ohio
$1.28M +$70.1K +2,830 +6%
KFAA
171
Klaas Financial Asset Advisors
Illinois
$1.24M -$54K -2,181 -4%
SFO
172
Stokes Family Office
Louisiana
$1.24M
ECM
173
Exchange Capital Management
Michigan
$1.24M +$182K +7,347 +17%
NC
174
NovaPoint Capital
Georgia
$1.2M +$171K +6,897 +17%
KPWS
175
Kestra Private Wealth Services
Texas
$1.18M +$400K +16,144 +51%

IBDQ Hedge Fund Activity: Q1 2024 in Review

347 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q1 2024, worth a combined $1.91B — down 5.4% from $2.02B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new IBDQ positions and 20 closed out — a net gain of 27 holders — while 174 added to existing stakes and 76 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $18.1M. The largest seller was Morgan Stanley, cutting an estimated $110M.

  • 347 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q1 2024, up from 325 in Q4 2023.
  • Funds reported $1.91B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q1 2024, down 5.4% quarter-over-quarter.
  • 47 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q1 2024 and 20 closed out, a net change of +27 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q1 2024 was Mercer Global Advisors, an estimated $18.1M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q1 2024 was Morgan Stanley, an estimated $110M sold.

Based on aggregated 13F filings for Q1 2024.