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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

280 hedge funds and large institutions have $1.7B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 137 increasing their positions, 54 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 54

144% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 18

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

7% more funds holding

Funds holding: 261280 (+19)

5% more capital invested

Capital invested by funds: $1.62B → $1.7B (+$81.5M)

0.97% more ownership

Funds ownership: 74.6%75.57% (+0.97%)

Holders
280
Holders Change
+19
Holders Change %
+7.28%
% of All Funds
4.44%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.21%
New
44
Increased
137
Reduced
54
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CTA
176
Chesley Taft & Associates
Illinois
$717K +$81.1K +3,325 +13%
AAS
177
Avantax Advisory Services
Texas
$712K +$284K +11,624 +66%
MMHP
178
Murphy Middleton Hinkle & Parker
Georgia
$705K -$27.1K -1,113 -4%
CPRC
179
Consolidated Portfolio Review Corp
New York
$701K +$8.44K +346 +1%
WP
180
WealthSource Partners
California
$655K +$299K +12,261 +84%
TB
181
Treynor Bancshares
Iowa
$646K +$2.29K +94 +0.4%
SWP
182
Summit Wealth Partners
Florida
$637K +$128K +5,238 +25%
DWT
183
Dorsey & Whitney Trust
South Dakota
$634K
VA
184
Valmark Advisers
Ohio
$608K
CTWM
185
Cherry Tree Wealth Management
Minnesota
$588K +$56.7K +2,325 +11%
CIAS
186
CFS Investment Advisory Services
New Jersey
$555K -$231K -9,477 -29%
DWM
187
Dakota Wealth Management
Florida
$553K
RBC
188
Roble Belko & Company
Pennsylvania
$544K +$84.9K +3,481 +18%
RWP
189
Reliant Wealth Planning
Kentucky
$542K +$543K +22,250 New
AM
190
Atwater Malick
Pennsylvania
$531K
JHCP
191
Jackson Hole Capital Partners
Oklahoma
$528K
OC
192
Oppenheimer & Co
New York
$525K +$28.3K +1,160 +6%
TFS
193
Thoroughbred Financial Services
Tennessee
$515K +$117K +4,783 +29%
CWM
194
Cornerstone Wealth Management
Missouri
$509K +$51.5K +2,113 +11%
DP
195
Dearborn Partners
Illinois
$502K +$503K +20,604 New
ANTB
196
AMG National Trust Bank
Colorado
$494K +$130K +5,343 +36%
1WM
197
1900 Wealth Management
Texas
$484K +$5.44K +223 +1%
Koshinski Asset Management
198
Koshinski Asset Management
Illinois
$459K +$459K +18,825 New
PJSIMP
199
P.J. Schmidt Investment Management (PJS)
Wisconsin
$453K +$20.4K +836 +5%
LF
200
Lee Financial
Texas
$451K +$451K +18,500 New

IBDQ Hedge Fund Activity: Q3 2023 in Review

280 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q3 2023, worth a combined $1.7B — up 5% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new IBDQ positions and 18 closed out — a net gain of 26 holders — while 137 added to existing stakes and 54 trimmed.

The largest buyer was Granite Bay Wealth Management, adding an estimated $104M. The largest seller was Houlihan Financial Resource Group, cutting an estimated $119M.

  • 280 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q3 2023, up from 261 in Q2 2023.
  • Funds reported $1.7B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q3 2023, up 5% quarter-over-quarter.
  • 44 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q3 2023 and 18 closed out, a net change of +26 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q3 2023 was Granite Bay Wealth Management, an estimated $104M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q3 2023 was Houlihan Financial Resource Group, an estimated $119M sold.

Based on aggregated 13F filings for Q3 2023.