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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

356 hedge funds and large institutions have $1.98B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 187 increasing their positions, 80 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 80

60% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 20

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

3% more funds holding

Funds holding: 347356 (+9)

4% more capital invested

Capital invested by funds: $1.91B → $1.98B (+$67.7M)

0.72% less ownership

Funds ownership: 69.88%69.15% (-0.72%)

Holders
356
Holders Change
+9
Holders Change %
+2.59%
% of All Funds
5.14%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.2%
New
32
Increased
187
Reduced
80
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BSAM
201
Blue Square Asset Management
New York
$897K +$894K +36,090 New
RBC
202
Roble Belko & Company
Pennsylvania
$867K +$25 +1 +0%
CPRC
203
Consolidated Portfolio Review Corp
New York
$863K +$73.4K +2,964 +9%
SWP
204
Summit Wealth Partners
Florida
$834K +$78K +3,150 +10%
FWM
205
Fairhaven Wealth Management
Illinois
$781K +$65.4K +2,640 +9%
CSIA
206
Conrad Siegel Investment Advisors
Pennsylvania
$776K +$14.8K +599 +2%
IAS
207
IMA Advisory Services
Colorado
$775K -$5.25M -212,062 -87%
WIC
208
Woodmont Investment Counsel
Tennessee
$768K -$312K -12,597 -29%
GHA
209
Granite Harbor Advisors
Texas
$757K -$746K -30,116 Closed
SCM
210
Steele Capital Management
Iowa
$755K
FIB
211
First Interstate Bank
Montana
$752K
RCA
212
Resonant Capital Advisors
Wisconsin
$749K +$200K +8,070 +37%
Koshinski Asset Management
213
Koshinski Asset Management
Illinois
$736K +$64.8K +2,615 +10%
SL
214
Sentinus LLC
Illinois
$729K +$50.4K +2,035 +7%
FW
215
FullCircle Wealth
Texas
$727K +$723K +29,195 New
MBT
216
Montecito Bank & Trust
California
$720K +$314K +12,686 +78%
IAN
217
Integrated Advisors Network
Texas
$717K +$131K +5,286 +22%
Comerica Bank
218
Comerica Bank
Texas
$714K +$4.56K +184 +0.6%
MMHP
219
Murphy Middleton Hinkle & Parker
Georgia
$697K
OPOWM
220
One Plus One Wealth Management
Florida
$683K +$680K +27,467 New
RWP
221
Reliant Wealth Planning
Kentucky
$680K +$56.4K +2,275 +9%
AM
222
Atwater Malick
Pennsylvania
$675K
CGA
223
Crescent Grove Advisors
Illinois
$670K -$7.48K -302 -1%
EWM
224
Executive Wealth Management
Michigan
$665K +$331K +13,357 +100%
RSWA
225
Robinson Smith Wealth Advisors
Maine
$655K

IBDQ Hedge Fund Activity: Q2 2024 in Review

356 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q2 2024, worth a combined $1.98B — up 3.5% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new IBDQ positions and 20 closed out — a net gain of 12 holders — while 187 added to existing stakes and 80 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $7.93M. The largest seller was Capital Advisors Inc, exiting entirely with an estimated $44.7M sold.

  • 356 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q2 2024, up from 347 in Q1 2024.
  • Funds reported $1.98B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q2 2024, up 3.5% quarter-over-quarter.
  • 32 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q2 2024 and 20 closed out, a net change of +12 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q2 2024 was Northwestern Mutual Wealth Management, an estimated $7.93M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q2 2024 was Capital Advisors Inc, an estimated $44.7M sold.

Based on aggregated 13F filings for Q2 2024.