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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

261 hedge funds and large institutions have $1.62B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 130 increasing their positions, 67 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 67

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

11% more capital invested

Capital invested by funds: $1.46B → $1.62B (+$160M)

3% more funds holding

Funds holding: 254261 (+7)

2.5% more ownership

Funds ownership: 72.1%74.6% (+2.5%)

31% less funds holding in top 10

Funds holding in top 10: 139 (-4)

Holders
261
Holders Change
+7
Holders Change %
+2.76%
% of All Funds
4.1%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.14%
New
23
Increased
130
Reduced
67
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$150M -$6.26M -255,533 -4%
HFRG
2
Houlihan Financial Resource Group
Virginia
$125M +$120M +4,898,372 +2,321%
Morgan Stanley
3
Morgan Stanley
New York
$77.7M +$12.1M +495,939 +18%
CAI
4
Capital Advisors Inc
Oklahoma
$73.9M +$3.47M +141,901 +5%
NA
5
NewEdge Advisors
Louisiana
$58.6M +$14.7M +599,867 +33%
UBS Group
6
UBS Group
Switzerland
$58.2M +$3.43M +140,288 +6%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$40.9M +$2.62M +107,192 +7%
Wells Fargo
8
Wells Fargo
California
$38.1M -$4.79M -195,742 -11%
LPL Financial
9
LPL Financial
California
$36.1M +$1.59M +64,737 +5%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$35M +$3.3M +134,762 +10%
US Bancorp
11
US Bancorp
Minnesota
$33.7M +$394K +16,108 +1%
SL
12
Summitry LLC
California
$33.2M +$665K +27,141 +2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$33.1M +$3.23M +131,739 +11%
Ameriprise
14
Ameriprise
Minnesota
$31.5M +$2.32M +94,659 +8%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$27M +$382K +15,604 +1%
CIM
16
Corda Investment Management
Texas
$26.4M -$25.5M -1,041,323 Closed
SIC
17
Sigma Investment Counselors
Michigan
$23.7M -$366K -14,956 -2%
Stifel Financial
18
Stifel Financial
Missouri
$22.5M +$1.72M +70,400 +8%
RW
19
RVW Wealth
California
$19.1M +$93.6K +3,823 +0.5%
HighTower Advisors
20
HighTower Advisors
Illinois
$18.5M -$16.7M -682,179 Closed
SVWAG
21
Sound View Wealth Advisors Group
Georgia
$18.2M -$18.2K -745 -0.1%
SPWG
22
Syntegra Private Wealth Group
Missouri
$17.7M
GA
23
Gateway Advisory
New Jersey
$16.8M -$235K -9,604 -1%
MCM
24
MV Capital Management
Maryland
$16M +$958K +39,131 +6%
WIC
25
Woodmont Investment Counsel
Tennessee
$14.9M +$412K +16,832 +3%

IBDQ Hedge Fund Activity: Q2 2023 in Review

261 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q2 2023, worth a combined $1.62B — up 11% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IBDQ positions and 15 closed out — a net gain of 8 holders — while 130 added to existing stakes and 67 trimmed.

The largest buyer was Houlihan Financial Resource Group, adding an estimated $120M. The largest seller was Corda Investment Management, exiting entirely with an estimated $25.5M sold.

  • 261 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q2 2023, up from 254 in Q1 2023.
  • Funds reported $1.62B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q2 2023, up 11% quarter-over-quarter.
  • 23 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q2 2023 and 15 closed out, a net change of +8 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q2 2023 was Houlihan Financial Resource Group, an estimated $120M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q2 2023 was Corda Investment Management, an estimated $25.5M sold.

Based on aggregated 13F filings for Q2 2023.