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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

363 hedge funds and large institutions have $2.05B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 185 increasing their positions, 88 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 88

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

2% more funds holding

Funds holding: 356363 (+7)

4% more capital invested

Capital invested by funds: $1.98B → $2.05B (+$69.9M)

0.15% less ownership

Funds ownership: 69.15%69% (-0.15%)

Holders
363
Holders Change
+7
Holders Change %
+1.97%
% of All Funds
5.21%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.22%
New
35
Increased
185
Reduced
88
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BSAM
201
Blue Square Asset Management
New York
$991K +$84.3K +3,377 +9%
SWP
202
Summit Wealth Partners
Florida
$954K +$111K +4,465 +13%
CFS
203
Cannon Financial Strategists
Georgia
$947K +$9.06K +363 +1%
Comerica Bank
204
Comerica Bank
Texas
$946K +$224K +8,958 +31%
HF
205
HRT Financial
New York
$945K +$941K +37,687 New
TFS
206
Thoroughbred Financial Services
Tennessee
$931K +$21.4K +858 +2%
CPRC
207
Consolidated Portfolio Review Corp
New York
$906K +$35.1K +1,405 +4%
CFS
208
Commonwealth Financial Services
West Virginia
$900K -$316K -12,651 -26%
RBC
209
Roble Belko & Company
Pennsylvania
$895K +$19.2K +770 +2%
SWA
210
Sightline Wealth Advisors
Connecticut
$893K -$470K -18,826 -35%
Koshinski Asset Management
211
Koshinski Asset Management
Illinois
$863K +$119K +4,774 +16%
FWM
212
Fairhaven Wealth Management
Illinois
$861K +$71.9K +2,881 +9%
OPOWM
213
One Plus One Wealth Management
Florida
$855K +$165K +6,600 +24%
AMM
214
American Money Management
California
$824K -$130K -5,215 -14%
RWP
215
Reliant Wealth Planning
Kentucky
$787K +$99.5K +3,987 +15%
GHA
216
Granite Harbor Advisors
Texas
$786K
SPWG
217
Syntegra Private Wealth Group
Missouri
$767K +$198K +7,946 +35%
FIB
218
First Interstate Bank
Montana
$759K
CPWM
219
Cypress Point Wealth Management
Texas
$753K +$250K +10,000 +50%
FW
220
FullCircle Wealth
Texas
$751K +$18.3K +733 +3%
HBT
221
Heartland Bank & Trust
Illinois
$719K +$101K +4,056 +17%
OMC
222
Old Mission Capital
Illinois
$716K -$721K -28,872 -50%
WIC
223
Woodmont Investment Counsel
Tennessee
$686K -$89K -3,567 -12%
IAS
224
IMA Advisory Services
Colorado
$682K -$99.8K -4,000 -13%
AM
225
Atwater Malick
Pennsylvania
$682K

IBDQ Hedge Fund Activity: Q3 2024 in Review

363 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q3 2024, worth a combined $2.05B — up 3.5% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new IBDQ positions and 24 closed out — a net gain of 11 holders — while 185 added to existing stakes and 88 trimmed.

The largest buyer was Sound View Wealth Advisors Group, adding an estimated $13.5M. The largest seller was Bank of America, cutting an estimated $24.1M.

  • 363 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q3 2024, up from 356 in Q2 2024.
  • Funds reported $2.05B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q3 2024, up 3.5% quarter-over-quarter.
  • 35 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q3 2024 and 24 closed out, a net change of +11 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q3 2024 was Sound View Wealth Advisors Group, an estimated $13.5M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q3 2024 was Bank of America, an estimated $24.1M sold.

Based on aggregated 13F filings for Q3 2024.