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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

361 hedge funds and large institutions have $1.96B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 95 increasing their positions, 181 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.96% less ownership

Funds ownership: 66.71%63.75% (-3%)

8% less funds holding

Funds holding: 392361 (-31)

8% less capital invested

Capital invested by funds: $2.14B → $1.96B (-$174M)

18% less funds holding in top 10

Funds holding in top 10: 1714 (-3)

48% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 181

56% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 39

Holders
361
Holders Change
-31
Holders Change %
-7.91%
% of All Funds
4.74%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.18%
New
17
Increased
95
Reduced
181
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MTWM
176
Masso Torrence Wealth Management
New Jersey
$1.19M
BBW
177
Blue Barn Wealth
Utah
$1.18M -$117K -4,665 -9%
OFS
178
Oldfather Financial Services
Nebraska
$1.16M
SPC
179
Sigma Planning Corp
Michigan
$1.15M -$9.93K -395 -0.9%
CTWM
180
Cherry Tree Wealth Management
Minnesota
$1.13M -$58.1K -2,313 -5%
FCM
181
Fortis Capital Management
Washington
$1.12M +$75.8K +3,017 +7%
SCM
182
Steele Capital Management
Iowa
$1.12M
WCG
183
Weaver Consulting Group
California
$1.12M -$45.9K -1,826 -4%
RWP
184
Reliant Wealth Planning
Kentucky
$1.08M -$14.5K -577 -1%
FW
185
FullCircle Wealth
Texas
$1.05M -$185K -7,377 -15%
TCM
186
TABR Capital Management
California
$1.05M +$10.9K +435 +1%
AWAU
187
Alliance Wealth Advisors (Utah)
Utah
$1.03M +$1.03M +41,013 New
BC
188
Barrett & Company
Rhode Island
$1.02M +$1.66K +66 +0.2%
HW
189
HORAN Wealth
Ohio
$995K +$993K +39,496 New
CFS
190
Cannon Financial Strategists
Georgia
$988K +$9.22K +367 +0.9%
RBC
191
Roble Belko & Company
Pennsylvania
$983K -$30.8K -1,226 -3%
FNB
192
Farmers National Bank
Kentucky
$982K -$81.4K -3,237 -8%
OIA
193
OneDigital Investment Advisors
Kansas
$964K -$426K -16,965 -31%
CSIA
194
Conrad Siegel Investment Advisors
Pennsylvania
$935K +$9.22K +367 +1%
HF
195
HRT Financial
New York
$922K +$206K +8,213 +29%
AWM
196
Alterna Wealth Management
Texas
$921K -$121K -4,801 -12%
PNC Financial Services Group
197
PNC Financial Services Group
Pennsylvania
$901K +$82.4K +3,278 +10%
EH
198
Equitable Holdings
New York
$883K +$881K +35,050 New
Bank of New York Mellon
199
Bank of New York Mellon
New York
$868K +$65.4K +2,601 +8%
PFA
200
Pure Financial Advisors
California
$867K +$64.6K +2,570 +8%

IBDQ Hedge Fund Activity: Q3 2025 in Review

361 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q3 2025, worth a combined $1.96B — down 8.1% from $2.14B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of IBDQ and 17 opened new positions — a net loss of 22 holders — while 181 trimmed existing stakes and 95 added.

The largest buyer was HM Payson & Co, adding an estimated $9.76M. The largest seller was Morgan Stanley, cutting an estimated $14.4M.

  • 361 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q3 2025, down from 392 in Q2 2025.
  • Funds reported $1.96B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q3 2025, down 8.1% quarter-over-quarter.
  • 17 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q3 2025 and 39 closed out, a net change of -22 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q3 2025 was HM Payson & Co, an estimated $9.76M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q3 2025 was Morgan Stanley, an estimated $14.4M sold.

Based on aggregated 13F filings for Q3 2025.