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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
PB
201
Pinnacle Bancorp
Nebraska
$446K
APP
202
Avantax Planning Partners
Iowa
$441K +$2.68K +110 +0.6%
PIMG
203
Patriot Investment Management Group
Tennessee
$422K
KPWS
204
Kestra Private Wealth Services
Texas
$418K +$419K +17,170 New
WFA
205
Wells Financial Advisors
Massachusetts
$413K
SS
206
Sunbelt Securities
Texas
$411K -$14.7K -601 -3%
VNA
207
Valley National Advisers
Pennsylvania
$406K +$512 +21 +0.1%
JAG
208
Journey Advisory Group
Kentucky
$402K +$75.9K +3,112 +23%
WJA
209
Willis Johnson & Associates
Texas
$401K
AIM
210
Arcadia Investment Management
Michigan
$386K -$293K -12,000 -43%
HGERS
211
Householder Group Estate & Retirement Specialist
Arizona
$384K +$384K +15,752 New
BSSFA
212
Baron Silver Stevens Financial Advisors
Florida
$382K
RSWM
213
Robertson Stephens Wealth Management
California
$366K
SPIA
214
Steward Partners Investment Advisory
New York
$366K -$27.5K -1,126 -7%
DSC
215
Duncker Streett & Co
Missouri
$360K +$360K +14,753 New
MFG
216
MTM Financial Group
Pennsylvania
$343K -$115K -4,701 -23%
GAM
217
Gould Asset Management
California
$333K -$18.9K -775 -5%
MA
218
Mutual Advisors
Nebraska
$326K -$28.2K -1,157 -8%
WA
219
Waterford Advisors
New York
$315K +$15.2K +623 +5%
BONH
220
Bank of New Hampshire
New Hampshire
$312K
SL
221
SWMG LLC
Texas
$305K -$32.3K -1,323 -10%
HWM
222
Horizons Wealth Management
North Carolina
$305K +$12.8K +523 +4%
CG
223
Colony Group
Massachusetts
$299K +$300K +12,288 New
KAS
224
KPP Advisory Services
Kentucky
$285K +$285K +11,700 New
CCP
225
Cassia Capital Partners
North Carolina
$282K

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.