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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

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: 254261 (+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: 139 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
SS
201
Sunbelt Securities
Texas
$426K -$12.2K -500 -3%
PIMG
202
Patriot Investment Management Group
Tennessee
$422K
WFA
203
Wells Financial Advisors
Massachusetts
$413K -$43.6K -1,780 -10%
VNA
204
Valley National Advisers
Pennsylvania
$406K +$318 +13 +0.1%
WJA
205
Willis Johnson & Associates
Texas
$401K
TFS
206
Thoroughbred Financial Services
Tennessee
$399K +$57.9K +2,366 +17%
SPIA
207
Steward Partners Investment Advisory
New York
$394K -$26.4K -1,077 -6%
OCAM
208
Onex Canada Asset Management
Ontario, Canada
$375K
RSWM
209
Robertson Stephens Wealth Management
California
$366K
ANTB
210
AMG National Trust Bank
Colorado
$364K
PCIA
211
Prime Capital Investment Advisors
Kansas
$357K +$359K +14,657 New
WP
212
WealthSource Partners
California
$357K +$152K +6,221 +74%
MA
213
Mutual Advisors
Nebraska
$354K -$10.8K -443 -3%
GAM
214
Gould Asset Management
California
$352K +$15.9K +650 +5%
SL
215
SWMG LLC
Texas
$337K -$3.6K -147 -1%
FCM
216
Fortis Capital Management
Washington
$327K +$328K +13,407 New
JAG
217
Journey Advisory Group
Kentucky
$326K
Renaissance Technologies
218
Renaissance Technologies
New York
$324K -$2.06M -84,201 -86%
BONH
219
Bank of New Hampshire
New Hampshire
$312K
BSG
220
Black Swift Group
Colorado
$310K +$73.5K +3,000 +31%
EGA
221
E&G Advisors
Texas
$305K
AWM
222
AE Wealth Management
Kansas
$305K +$77.4K +3,160 +34%
PSIWM
223
Paradigm Strategies in Wealth Management
Minnesota
$303K +$96K +3,920 +46%
WA
224
Waterford Advisors
New York
$300K
LSA
225
L & S Advisors
California
$299K -$133K -5,452 -31%

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.