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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

356 hedge funds and large institutions have $1.98B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 187 increasing their positions, 80 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 80

60% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 20

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

3% more funds holding

Funds holding: 347356 (+9)

4% more capital invested

Capital invested by funds: $1.91B → $1.98B (+$67.7M)

0.72% less ownership

Funds ownership: 69.88%69.15% (-0.72%)

Holders
356
Holders Change
+9
Holders Change %
+2.59%
% of All Funds
5.14%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.2%
New
32
Increased
187
Reduced
80
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
151
Covington Investment Advisors
Pennsylvania
$1.89M +$36.2K +1,460 +2%
SFS
152
Sowell Financial Services
Arkansas
$1.86M +$326K +13,176 +21%
AWM
153
Alterna Wealth Management
Texas
$1.82M +$1.25M +50,553 +223%
MIH
154
Meitav Investment House
Israel
$1.79M +$198 +8 +0%
SP
155
Stonebrook Private
Michigan
$1.79M +$395K +15,950 +28%
KPWS
156
Kestra Private Wealth Services
Texas
$1.72M +$535K +21,598 +45%
SPC
157
Sigma Planning Corp
Michigan
$1.64M +$106K +4,277 +7%
EW
158
Element Wealth
Mississippi
$1.6M +$215K +8,672 +16%
ANTB
159
AMG National Trust Bank
Colorado
$1.6M
ST
160
Sabal Trust
Florida
$1.6M +$1.59M +64,352 New
Jane Street
161
Jane Street
New York
$1.59M +$1.58M +63,762 New
4WM
162
4J Wealth Management
Virginia
$1.58M -$37.7K -1,521 -2%
PGAM
163
Princeton Global Asset Management
New Jersey
$1.56M +$106K +4,278 +7%
AG
164
AlTi Global
New York
$1.56M +$1.51M +60,900 +3,669%
SWM
165
Segment Wealth Management
Texas
$1.53M +$31.1K +1,255 +2%
PA
166
PSI Advisors
Florida
$1.53M +$204K +8,251 +15%
PCIA
167
Prime Capital Investment Advisors
Kansas
$1.51M -$77.6K -3,134 -5%
SC
168
Savant Capital
Illinois
$1.45M -$33.3K -1,343 -2%
MSWM
169
McGlone Suttner Wealth Management
Wisconsin
$1.45M -$428K -17,278 -23%
KFAA
170
Klaas Financial Asset Advisors
Illinois
$1.43M +$188K +7,589 +15%
OMC
171
Old Mission Capital
Illinois
$1.43M +$1.42M +57,416 New
BSSFA
172
Baron Silver Stevens Financial Advisors
Florida
$1.4M
NDSI
173
Newman Dignan & Sheerar Inc
Rhode Island
$1.39M +$34.5K +1,393 +3%
NB
174
Northwest Bancshares
Pennsylvania
$1.38M -$131K -5,294 -9%
SWA
175
Sightline Wealth Advisors
Connecticut
$1.35M -$220K -8,873 -14%

IBDQ Hedge Fund Activity: Q2 2024 in Review

356 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q2 2024, worth a combined $1.98B — up 3.5% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new IBDQ positions and 20 closed out — a net gain of 12 holders — while 187 added to existing stakes and 80 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $7.93M. The largest seller was Capital Advisors Inc, exiting entirely with an estimated $44.7M sold.

  • 356 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q2 2024, up from 347 in Q1 2024.
  • Funds reported $1.98B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q2 2024, up 3.5% quarter-over-quarter.
  • 32 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q2 2024 and 20 closed out, a net change of +12 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q2 2024 was Northwestern Mutual Wealth Management, an estimated $7.93M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q2 2024 was Capital Advisors Inc, an estimated $44.7M sold.

Based on aggregated 13F filings for Q2 2024.