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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

392 hedge funds and large institutions have $2.14B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 128 increasing their positions, 158 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 21

1% less funds holding

Funds holding: 397392 (-5)

1.77% less ownership

Funds ownership: 68.48%66.71% (-1.8%)

9% less capital invested

Capital invested by funds: $2.34B → $2.14B (-$204M)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

19% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 158

Holders
392
Holders Change
-5
Holders Change %
-1.26%
% of All Funds
5.16%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.22%
New
25
Increased
128
Reduced
158
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PSIWM
201
Paradigm Strategies in Wealth Management
Minnesota
$1.07M -$355K -14,114 -25%
FNB
202
Farmers National Bank
Kentucky
$1.06M -$5.12K -204 -0.5%
FCM
203
Fortis Capital Management
Washington
$1.05M -$89.1K -3,547 -8%
AWM
204
Alterna Wealth Management
Texas
$1.04M -$3.29M -131,047 -76%
TCM
205
TABR Capital Management
California
$1.04M -$144K -5,715 -12%
BC
206
Barrett & Company
Rhode Island
$1.01M +$1.61K +64 +0.2%
RBC
207
Roble Belko & Company
Pennsylvania
$1.01M +$25 +1 +0%
EIA
208
Eldridge Investment Advisors
New Hampshire
$998K +$8.64K +344 +0.9%
HS
209
Horan Securities
United States
$996K +$176 +7 +0%
BSAM
210
Blue Square Asset Management
New York
$995K +$2.91K +116 +0.3%
GM
211
GeoWealth Management
Illinois
$991K +$65.8K +2,618 +7%
CFS
212
Cannon Financial Strategists
Georgia
$978K +$9.62K +383 +1%
Rockefeller Capital Management
213
Rockefeller Capital Management
New York
$978K -$532K -21,193 -35%
CTA
214
Chesley Taft & Associates
Illinois
$961K -$289K -11,509 -23%
Koshinski Asset Management
215
Koshinski Asset Management
Illinois
$952K +$65.4K +2,605 +7%
CSIA
216
Conrad Siegel Investment Advisors
Pennsylvania
$925K -$324K -12,896 -26%
PPWM
217
PFG Private Wealth Management
Florida
$906K -$477 -19 -0.1%
SFB
218
STAR Financial Bank
Indiana
$902K -$1.1M -43,632 -55%
CAG
219
Csenge Advisory Group
Florida
$902K -$23.8K -946 -3%
Comerica Bank
220
Comerica Bank
Texas
$897K -$36.8K -1,464 -4%
AM
221
Atwater Malick
Pennsylvania
$845K -$3.52K -140 -0.4%
BCM
222
Brookstone Capital Management
Illinois
$839K +$37.2K +1,482 +5%
IAIM
223
International Assets Investment Management
Florida
$832K -$244K -9,700 -23%
1L
224
10Elms LLP
Oklahoma
$827K -$41.7K -1,660 -5%
TFS
225
Thoroughbred Financial Services
Tennessee
$819K -$104K -4,157 -11%

IBDQ Hedge Fund Activity: Q2 2025 in Review

392 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q2 2025, worth a combined $2.14B — down 8.7% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IBDQ positions and 21 closed out — a net gain of 4 holders — while 128 added to existing stakes and 158 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $20.9M. The largest seller was Mercer Global Advisors, cutting an estimated $50.2M.

  • 392 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q2 2025, down from 397 in Q1 2025.
  • Funds reported $2.14B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q2 2025, down 8.7% quarter-over-quarter.
  • 25 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q2 2025 and 21 closed out, a net change of +4 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q2 2025 was Focus Partners Wealth, an estimated $20.9M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q2 2025 was Mercer Global Advisors, an estimated $50.2M sold.

Based on aggregated 13F filings for Q2 2025.