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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF
IBDQ

Delisted

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

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397 hedge funds and large institutions have $2.34B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 163 increasing their positions, 135 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 22

21% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 135

2% more funds holding

Funds holding: 389 → 397 (+8)

1.69% less ownership

Funds ownership: 70.18% → 68.48% (-1.7%)

14% less funds holding in top 10

Funds holding in top 10: 22 → 19 (-3)

26% less capital invested

Capital invested by funds: $3.17B → $2.34B (-$828M)

Holders
397
Holders Change
+8
Holders Change %
+2.06%
% of All Funds
5.32%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.25%
New
34
Increased
163
Reduced
135
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$19.6M
2
KNW
Kesler Norman & Wride
Utah
+$11.4M
3
Bank of America
Bank of America
North Carolina
+$8.66M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$7.35M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$7.11M

Top Sellers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$23.2M
2
ATPW
Ashton Thomas Private Wealth
Arizona
-$14.3M
3
Ameriprise
Ameriprise
Minnesota
-$12.5M
4
Morgan Stanley
Morgan Stanley
New York
-$8.16M
5
PPWM
PFG Private Wealth Management
Florida
-$7.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
KFAA
151
Klaas Financial Asset Advisors
Illinois
$2.26M +$1M +40,004 +80%
FFIC
152
First Fiduciary Investment Counsel
Ohio
$2.23M -$65.9K -2,625 -3%
HC
153
Hurley Capital
New York
$2.16M +$55.7K +2,217 +3%
CL
154
COWA LLC
Oklahoma
$2.1M +$2.1M +83,533 New
CPIA
155
Cornell Pochily Investment Advisors
New York
$2.08M +$51.1K +2,036 +3%
CCM
156
Coldstream Capital Management
Washington
$2.07M -$4.72K -188 -0.2%
VWM
157
Valley Wealth Managers
New Jersey
$2.06M -$74.8K -2,978 -4%
CIA
158
Covington Investment Advisors
Pennsylvania
$2.01M +$9.29K +370 +0.5%
RWM
159
Riverchase Wealth Management
Texas
$2.01M +$68.3K +2,721 +4%
VA
160
Vident Advisory
Georgia
$2M – – –
SFB
161
STAR Financial Bank
Indiana
$2M -$718K -28,612 -26%
First Manhattan
162
First Manhattan
New York
$1.89M +$822K +32,727 +77%
KPWS
163
Kestra Private Wealth Services
Texas
$1.86M +$32.4K +1,291 +2%
CPW
164
Crestmont Private Wealth
Texas
$1.82M +$341K +13,583 +23%
FFG
165
Foundry Financial Group
New Hampshire
$1.8M -$106K -4,231 -6%
CSP
166
Cary Street Partners
Virginia
$1.78M -$48K -1,913 -3%
CCA
167
Clearwater Capital Advisors
Illinois
$1.73M – – –
MFA
168
Mayflower Financial Advisors
Massachusetts
$1.72M +$1.51K +60 +0.1%
PA
169
PSI Advisors
Florida
$1.72M – – –
BSSFA
170
Baron Silver Stevens Financial Advisors
Florida
$1.69M +$2.46K +98 +0.1%
EWM
171
Endowment Wealth Management
Wisconsin
$1.63M +$787K +31,337 +94%
PGAM
172
Princeton Global Asset Management
New Jersey
$1.62M -$86.6K -3,448 -5%
AG
173
AlTi Global
New York
$1.57M -$41.7K -1,660 -3%
TC
174
TFR Capital
Texas
$1.55M +$418K +16,646 +37%
Rockefeller Capital Management
175
Rockefeller Capital Management
New York
$1.51M +$437K +17,396 +41%
5 6
7
8 9

IBDQ Hedge Fund Activity: Q1 2025 in Review

397 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q1 2025, worth a combined $2.34B — down 26% from $3.17B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new IBDQ positions and 22 closed out — a net gain of 12 holders — while 163 added to existing stakes and 135 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $19.6M. The largest seller was Focus Partners Wealth, exiting entirely with an estimated $23.2M sold.

  • 397 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q1 2025, up from 389 in Q4 2024.
  • Funds reported $2.34B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q1 2025, down 26% quarter-over-quarter.
  • 34 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q1 2025 and 22 closed out, a net change of +12 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q1 2025 was HighTower Advisors, an estimated $19.6M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q1 2025 was Focus Partners Wealth, an estimated $23.2M sold.

Based on aggregated 13F filings for Q1 2025.