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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

361 hedge funds and large institutions have $1.96B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 95 increasing their positions, 181 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.96% less ownership

Funds ownership: 66.71%63.75% (-3%)

8% less funds holding

Funds holding: 392361 (-31)

8% less capital invested

Capital invested by funds: $2.14B → $1.96B (-$174M)

18% less funds holding in top 10

Funds holding in top 10: 1714 (-3)

48% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 181

56% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 39

Holders
361
Holders Change
-31
Holders Change %
-7.91%
% of All Funds
4.74%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.18%
New
17
Increased
95
Reduced
181
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
201
Prospera Financial Services
Texas
$845K -$2.63M -104,644 -76%
AM
202
Atwater Malick
Pennsylvania
$845K -$503 -20 -0.1%
Rockefeller Capital Management
203
Rockefeller Capital Management
New York
$841K -$136K -5,419 -14%
GWCM
204
Godshalk Welsh Capital Management
Pennsylvania
$840K +$61.6K +2,450 +8%
IAIM
205
International Assets Investment Management
Florida
$829K
CTA
206
Chesley Taft & Associates
Illinois
$809K -$153K -6,075 -16%
Koshinski Asset Management
207
Koshinski Asset Management
Illinois
$765K -$187K -7,445 -20%
FIB
208
First Interstate Bank
Montana
$762K
CPWM
209
Cypress Point Wealth Management
Texas
$756K
OMC
210
Old Mission Capital
Illinois
$751K +$749K +29,797 New
BCM
211
Brookstone Capital Management
Illinois
$750K -$89.6K -3,564 -11%
SFB
212
STAR Financial Bank
Indiana
$748K -$154K -6,132 -17%
Comerica Bank
213
Comerica Bank
Texas
$744K -$154K -6,107 -17%
SFO
214
Stokes Family Office
Louisiana
$742K -$666K -26,500 -47%
PIMG
215
Patriot Investment Management Group
Tennessee
$742K
SAS
216
SMI Advisory Services
Indiana
$734K +$414K +16,460 +129%
1L
217
10Elms LLP
Oklahoma
$725K -$102K -4,047 -12%
TFS
218
Thoroughbred Financial Services
Tennessee
$696K -$123K -4,887 -15%
APP
219
Avantax Planning Partners
Iowa
$675K
JIR
220
James Investment Research
Ohio
$658K -$25.1K -1,000 -4%
CFG
221
Cornerstone Financial Group
Nebraska
$653K +$4.98K +198 +0.8%
SWP
222
Summit Wealth Partners
Florida
$652K -$5.03K -200 -0.8%
MMHP
223
Murphy Middleton Hinkle & Parker
Georgia
$630K -$52.3K -2,080 -8%
DP
224
Dearborn Partners
Illinois
$627K +$33.7K +1,342 +6%
SC
225
Savant Capital
Illinois
$627K -$170K -6,747 -21%

IBDQ Hedge Fund Activity: Q3 2025 in Review

361 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q3 2025, worth a combined $1.96B — down 8.1% from $2.14B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of IBDQ and 17 opened new positions — a net loss of 22 holders — while 181 trimmed existing stakes and 95 added.

The largest buyer was HM Payson & Co, adding an estimated $9.76M. The largest seller was Morgan Stanley, cutting an estimated $14.4M.

  • 361 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q3 2025, down from 392 in Q2 2025.
  • Funds reported $1.96B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q3 2025, down 8.1% quarter-over-quarter.
  • 17 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q3 2025 and 39 closed out, a net change of -22 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q3 2025 was HM Payson & Co, an estimated $9.76M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q3 2025 was Morgan Stanley, an estimated $14.4M sold.

Based on aggregated 13F filings for Q3 2025.