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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

389 hedge funds and large institutions have $3.17B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 185 increasing their positions, 88 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 28

110% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 88

55% more capital invested

Capital invested by funds: $2.05B → $3.17B (+$1.12B)

47% more funds holding in top 10

Funds holding in top 10: 1522 (+7)

7% more funds holding

Funds holding: 363389 (+26)

1.17% more ownership

Funds ownership: 69%70.18% (+1.2%)

Holders
389
Holders Change
+26
Holders Change %
+7.16%
% of All Funds
5.12%
Holding in Top 10
22
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+46.67%
% of All Funds
0.29%
New
60
Increased
185
Reduced
88
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HH
151
Hilltop Holdings
Texas
$2.37M +$25.5K +1,018 +1%
PFM
152
Phillips Financial Management
Indiana
$2.36M
FFIC
153
First Fiduciary Investment Counsel
Ohio
$2.29M +$113K +4,505 +5%
ACS
154
Archford Capital Strategies
Illinois
$2.28M -$57.4K -2,290 -2%
WCP
155
Wick Capital Partners
Pennsylvania
$2.23M -$96.5K -3,851 -4%
PCIA
156
Prime Capital Investment Advisors
Kansas
$2.14M +$160K +6,388 +8%
VWM
157
Valley Wealth Managers
New Jersey
$2.13M -$23K -918 -1%
MWM
158
Modern Wealth Management
Kansas
$2.11M +$1.45M +57,818 +218%
HC
159
Hurley Capital
New York
$2.1M +$2.1M +83,723 New
CCM
160
Coldstream Capital Management
Washington
$2.06M +$56.3K +2,247 +3%
CPIA
161
Cornell Pochily Investment Advisors
New York
$2.03M +$23K +920 +1%
CIA
162
Covington Investment Advisors
Pennsylvania
$1.99M -$20K -800 -1%
RWM
163
Riverchase Wealth Management
Texas
$1.93M +$1.93M +77,026 New
Citadel Advisors
164
Citadel Advisors
Florida
$1.92M -$1.17M -46,857 -38%
FFG
165
Foundry Financial Group
New Hampshire
$1.9M -$152K -6,058 -7%
MTWM
166
Masso Torrence Wealth Management
New Jersey
$1.84M +$101K +4,030 +6%
FCM
167
Fortis Capital Management
Washington
$1.82M -$1.13M -45,111 -38%
CSP
168
Cary Street Partners
Virginia
$1.82M +$1.82M +72,631 New
KPWS
169
Kestra Private Wealth Services
Texas
$1.82M -$14.2K -565 -0.8%
4WM
170
4J Wealth Management
Virginia
$1.81M +$261K +10,409 +17%
CCA
171
Clearwater Capital Advisors
Illinois
$1.73M +$726K +28,992 +73%
MFA
172
Mayflower Financial Advisors
Massachusetts
$1.71M +$283K +11,285 +20%
PA
173
PSI Advisors
Florida
$1.71M -$32.4K -1,294 -2%
PGAM
174
Princeton Global Asset Management
New Jersey
$1.7M -$70.9K -2,831 -4%
BSSFA
175
Baron Silver Stevens Financial Advisors
Florida
$1.68M +$8.07K +322 +0.5%

IBDQ Hedge Fund Activity: Q4 2024 in Review

389 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q4 2024, worth a combined $3.17B — up 55% from $2.05B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new IBDQ positions and 28 closed out — a net gain of 32 holders — while 185 added to existing stakes and 88 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $14.8M. The largest seller was Kesler Norman & Wride, exiting entirely with an estimated $7.68M sold.

  • 389 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q4 2024, up from 363 in Q3 2024.
  • Funds reported $3.17B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q4 2024, up 55% quarter-over-quarter.
  • 60 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q4 2024 and 28 closed out, a net change of +32 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q4 2024 was Renaissance Technologies, an estimated $14.8M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q4 2024 was Kesler Norman & Wride, an estimated $7.68M sold.

Based on aggregated 13F filings for Q4 2024.