We are live on ! Find out more
IBDQ

iShares iBonds Dec 2025 Term Corporate ETF
IBDQ

Delisted

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

Back to rankings

261 hedge funds and large institutions have $1.62B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 130 increasing their positions, 67 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 67

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

11% more capital invested

Capital invested by funds: $1.46B → $1.62B (+$160M)

3% more funds holding

Funds holding: 254 → 261 (+7)

2.5% more ownership

Funds ownership: 72.1% → 74.6% (+2.5%)

31% less funds holding in top 10

Funds holding in top 10: 13 → 9 (-4)

Holders
261
Holders Change
+7
Holders Change %
+2.76%
% of All Funds
4.1%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.14%
New
23
Increased
130
Reduced
67
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HFRG
Houlihan Financial Resource Group
Virginia
+$120M
2
NA
NewEdge Advisors
Louisiana
+$14.7M
3
KTM
Keeler Thomas Management
Utah
+$13.9M
4
Morgan Stanley
Morgan Stanley
New York
+$12.1M
5
CAI
Capital Advisors Inc
Oklahoma
+$3.47M

Top Sellers

Rank Fund Capital Flow
1
CIM
Corda Investment Management
Texas
-$25.5M
2
HighTower Advisors
HighTower Advisors
Illinois
-$16.7M
3
ACM
Advisors Capital Management
New Jersey
-$15.6M
4
RHP
Royal Harbor Partners
Texas
-$12.4M
5
EWA
EP Wealth Advisors
California
-$6.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
NEPWA
176
New England Private Wealth Advisors
Massachusetts
$556K +$4.38K +179 +0.8%
DWM
177
Dakota Wealth Management
Florida
$553K – – –
AM
178
Atwater Malick
Pennsylvania
$532K +$30.1K +1,230 +6%
KTC
179
Kistler-Tiffany Companies
Pennsylvania
$531K -$44.1K -1,800 -8%
CTWM
180
Cherry Tree Wealth Management
Minnesota
$531K +$534K +21,799 New
JHCP
181
Jackson Hole Capital Partners
Oklahoma
$528K -$24.5K -1,000 -4%
Deutsche Bank
182
Deutsche Bank
Germany
$521K – – –
SWP
183
Summit Wealth Partners
Florida
$509K +$89.9K +3,670 +21%
CAN
184
Cetera Advisor Networks
California
$507K +$42.8K +1,747 +9%
BSSFA
185
Baron Silver Stevens Financial Advisors
Florida
$502K – – –
MAS
186
Madden Advisory Services
Florida
$499K +$19.6K +800 +4%
OC
187
Oppenheimer & Co
New York
$497K +$7.3K +298 +1%
1WM
188
1900 Wealth Management
Texas
$479K +$481K +19,642 New
GGI
189
Godsey & Gibb Inc
Virginia
$463K -$133K -5,425 -22%
RBC
190
Roble Belko & Company
Pennsylvania
$459K – – –
MFG
191
MTM Financial Group
Pennsylvania
$457K +$216K +8,835 +79%
CWM
192
Cornerstone Wealth Management
Missouri
$457K +$28.6K +1,167 +7%
CCM
193
Crew Capital Management
Ohio
$451K +$453K +18,497 New
VA
194
Valmark Advisers
Ohio
$447K – – –
PB
195
Pinnacle Bancorp
Nebraska
$447K – – –
SCA
196
Snowden Capital Advisors
New York
$443K – – –
APP
197
Avantax Planning Partners
Iowa
$439K +$563 +23 +0.1%
PJSIMP
198
P.J. Schmidt Investment Management (PJS)
Wisconsin
$435K -$28.1K -1,149 -6%
AAS
199
Avantax Advisory Services
Texas
$428K -$57.1K -2,334 -12%
RHP
200
Royal Harbor Partners
Texas
$428K -$12.4M -504,864 -97%
6 7
8
9 10

IBDQ Hedge Fund Activity: Q2 2023 in Review

261 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q2 2023, worth a combined $1.62B — up 11% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IBDQ positions and 15 closed out — a net gain of 8 holders — while 130 added to existing stakes and 67 trimmed.

The largest buyer was Houlihan Financial Resource Group, adding an estimated $120M. The largest seller was Corda Investment Management, exiting entirely with an estimated $25.5M sold.

  • 261 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q2 2023, up from 254 in Q1 2023.
  • Funds reported $1.62B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q2 2023, up 11% quarter-over-quarter.
  • 23 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q2 2023 and 15 closed out, a net change of +8 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q2 2023 was Houlihan Financial Resource Group, an estimated $120M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q2 2023 was Corda Investment Management, an estimated $25.5M sold.

Based on aggregated 13F filings for Q2 2023.