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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
PSIWM
176
Paradigm Strategies in Wealth Management
Minnesota
$1.64M +$1.64M +65,400 New
LF
177
LifePlan Financial
Minnesota
$1.63M -$831K -33,156 -34%
AG
178
AlTi Global
New York
$1.57M
CTA
179
Chesley Taft & Associates
Illinois
$1.56M +$73.3K +2,925 +5%
IAA
180
Independent Advisor Alliance
North Carolina
$1.53M +$1.53M +61,223 New
EW
181
Element Wealth
Mississippi
$1.53M +$33.5K +1,338 +2%
BNP Paribas Financial Markets
182
BNP Paribas Financial Markets
France
$1.5M +$1.5M +59,927 New
EIA
183
Eldridge Investment Advisors
New Hampshire
$1.48M -$641K -25,589 -30%
CPW
184
Crestmont Private Wealth
Texas
$1.47M +$862K +34,393 +142%
HIA
185
Harbor Investment Advisory
Maryland
$1.46M +$33.1K +1,320 +2%
SPC
186
Sigma Planning Corp
Michigan
$1.44M -$271K -10,825 -16%
RFN
187
Redwood Financial Network
Ohio
$1.41M +$66.2K +2,642 +5%
APW
188
Austin Private Wealth
Texas
$1.41M +$1.41M +56,429 New
TCM
189
TABR Capital Management
California
$1.4M +$1.4M +55,964 New
ECM
190
Exchange Capital Management
Michigan
$1.4M +$73.8K +2,944 +6%
HBT
191
Hills Bank & Trust
Iowa
$1.37M +$300K +11,992 +28%
NB
192
Northwest Bancshares
Pennsylvania
$1.35M -$37.4K -1,494 -3%
FMWA
193
Forvis Mazars Wealth Advisors
Missouri
$1.34M +$1.34M +53,341 New
BBHC
194
Brown Brothers Harriman & Co
New York
$1.33M +$1.33M +52,927 New
OIA
195
OneDigital Investment Advisors
Kansas
$1.32M -$3.01M -120,195 -70%
BTI
196
Blue Trust Inc
Georgia
$1.32M +$808K +32,259 +159%
WCG
197
Weaver Consulting Group
California
$1.3M +$251K +10,000 +24%
SFO
198
Stokes Family Office
Louisiana
$1.27M
KFAA
199
Klaas Financial Asset Advisors
Illinois
$1.25M +$95.3K +3,803 +8%
GAM
200
Gould Asset Management
California
$1.25M +$98.6K +3,935 +9%

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.