We are live on ! Find out more
IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

363 hedge funds and large institutions have $2.05B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 185 increasing their positions, 88 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 88

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

2% more funds holding

Funds holding: 356363 (+7)

4% more capital invested

Capital invested by funds: $1.98B → $2.05B (+$69.9M)

0.15% less ownership

Funds ownership: 69.15%69% (-0.15%)

Holders
363
Holders Change
+7
Holders Change %
+1.97%
% of All Funds
5.21%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.22%
New
35
Increased
185
Reduced
88
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APW
176
Austin Private Wealth
Texas
$1.42M -$1.35M -54,205 Closed
NB
177
Northwest Bancshares
Pennsylvania
$1.39M +$2K +80 +0.1%
RFN
178
Redwood Financial Network
Ohio
$1.35M +$16.1K +645 +1%
ECM
179
Exchange Capital Management
Michigan
$1.33M +$90.1K +3,610 +7%
RW
180
REDW Wealth
New Mexico
$1.32M +$798K +31,994 +156%
FMWA
181
Forvis Mazars Wealth Advisors
Missouri
$1.3M -$1.11M -44,346 Closed
SFO
182
Stokes Family Office
Louisiana
$1.27M +$18.1K +725 +1%
SCM
183
Steele Capital Management
Iowa
$1.27M +$502K +20,110 +66%
CSPAM
184
Cary Street Partners Asset Management
Virginia
$1.22M -$59.6K -2,390 -5%
TCCM
185
Timber Creek Capital Management
Massachusetts
$1.21M +$1.21M +48,364 New
Jane Street
186
Jane Street
New York
$1.21M -$387K -15,510 -24%
CTWM
187
Cherry Tree Wealth Management
Minnesota
$1.19M +$41.5K +1,664 +4%
NC
188
NovaPoint Capital
Georgia
$1.16M +$753K +30,179 +189%
KFAA
189
Klaas Financial Asset Advisors
Illinois
$1.16M -$284K -11,397 -20%
GAM
190
Gould Asset Management
California
$1.15M +$499 +20 +0%
CSIA
191
Conrad Siegel Investment Advisors
Pennsylvania
$1.13M +$344K +13,797 +44%
TWC
192
TD Waterhouse Canada
Ontario, Canada
$1.1M +$36.6K +1,467 +3%
NDSI
193
Newman Dignan & Sheerar Inc
Rhode Island
$1.09M -$308K -12,357 -22%
MBT
194
Montecito Bank & Trust
California
$1.08M +$354K +14,186 +49%
HBT
195
Hills Bank & Trust
Iowa
$1.08M +$101K +4,028 +10%
BSG
196
Black Swift Group
Colorado
$1.07M -$125K -4,990 -11%
WCG
197
Weaver Consulting Group
California
$1.05M -$32.3K -1,296 -3%
HS
198
Horan Securities
United States
$1.05M -$49.2K -1,970 -5%
BC
199
Barrett & Company
Rhode Island
$1.01M -$8.51K -341 -0.8%
CCA
200
Clearwater Capital Advisors
Illinois
$1M +$997K +39,962 New

IBDQ Hedge Fund Activity: Q3 2024 in Review

363 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q3 2024, worth a combined $2.05B — up 3.5% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new IBDQ positions and 24 closed out — a net gain of 11 holders — while 185 added to existing stakes and 88 trimmed.

The largest buyer was Sound View Wealth Advisors Group, adding an estimated $13.5M. The largest seller was Bank of America, cutting an estimated $24.1M.

  • 363 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q3 2024, up from 356 in Q2 2024.
  • Funds reported $2.05B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q3 2024, up 3.5% quarter-over-quarter.
  • 35 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q3 2024 and 24 closed out, a net change of +11 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q3 2024 was Sound View Wealth Advisors Group, an estimated $13.5M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q3 2024 was Bank of America, an estimated $24.1M sold.

Based on aggregated 13F filings for Q3 2024.