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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

389 hedge funds and large institutions have $3.17B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 185 increasing their positions, 88 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 28

110% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 88

55% more capital invested

Capital invested by funds: $2.05B → $3.17B (+$1.12B)

47% more funds holding in top 10

Funds holding in top 10: 1522 (+7)

7% more funds holding

Funds holding: 363389 (+26)

1.17% more ownership

Funds ownership: 69%70.18% (+1.2%)

Holders
389
Holders Change
+26
Holders Change %
+7.16%
% of All Funds
5.12%
Holding in Top 10
22
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+46.67%
% of All Funds
0.29%
New
60
Increased
185
Reduced
88
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
201
Conrad Siegel Investment Advisors
Pennsylvania
$1.24M +$112K +4,459 +10%
TCCM
202
Timber Creek Capital Management
Massachusetts
$1.21M
MBT
203
Montecito Bank & Trust
California
$1.2M +$123K +4,895 +11%
RWP
204
Reliant Wealth Planning
Kentucky
$1.19M +$402K +16,051 +51%
CTWM
205
Cherry Tree Wealth Management
Minnesota
$1.19M
EWS
206
Evergreen Wealth Solutions
Pennsylvania
$1.16M +$639K +25,525 +124%
TC
207
TFR Capital
Texas
$1.13M +$1.13M +45,144 New
SCM
208
Steele Capital Management
Iowa
$1.11M -$150K -5,983 -12%
TWC
209
TD Waterhouse Canada
Ontario, Canada
$1.11M +$13.5K +537 +1%
IAIM
210
International Assets Investment Management
Florida
$1.11M +$1.11M +44,112 New
HBT
211
Heartland Bank & Trust
Illinois
$1.1M +$380K +15,167 +53%
RW
212
REDW Wealth
New Mexico
$1.1M -$221K -8,810 -17%
Rockefeller Capital Management
213
Rockefeller Capital Management
New York
$1.07M -$451K -18,016 -30%
BBW
214
Blue Barn Wealth
Utah
$1.07M +$855K +34,135 +404%
FNB
215
Farmers National Bank
Kentucky
$1.06M +$1.06M +42,460 New
First Manhattan
216
First Manhattan
New York
$1.06M +$489K +19,512 +85%
MFG
217
Merit Financial Group
Georgia
$1.06M +$654K +26,117 +160%
PIS
218
POM Investment Strategies
North Carolina
$1.06M +$1.06M +42,393 New
SC
219
Savant Capital
Illinois
$1.03M -$417K -16,627 -29%
BC
220
Barrett & Company
Rhode Island
$1.01M +$2K +80 +0.2%
RBC
221
Roble Belko & Company
Pennsylvania
$1.01M +$115K +4,593 +13%
NDSI
222
Newman Dignan & Sheerar Inc
Rhode Island
$1,000K -$89.4K -3,569 -8%
HS
223
Horan Securities
United States
$995K -$47.5K -1,898 -5%
CPRC
224
Consolidated Portfolio Review Corp
New York
$985K +$80.6K +3,217 +9%
BSAM
225
Blue Square Asset Management
New York
$984K -$5.04K -201 -0.5%

IBDQ Hedge Fund Activity: Q4 2024 in Review

389 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q4 2024, worth a combined $3.17B — up 55% from $2.05B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new IBDQ positions and 28 closed out — a net gain of 32 holders — while 185 added to existing stakes and 88 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $14.8M. The largest seller was Kesler Norman & Wride, exiting entirely with an estimated $7.68M sold.

  • 389 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q4 2024, up from 363 in Q3 2024.
  • Funds reported $3.17B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q4 2024, up 55% quarter-over-quarter.
  • 60 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q4 2024 and 28 closed out, a net change of +32 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q4 2024 was Renaissance Technologies, an estimated $14.8M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q4 2024 was Kesler Norman & Wride, an estimated $7.68M sold.

Based on aggregated 13F filings for Q4 2024.