iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
IBDQ was delisted on the 15th of December, 2025.
278 hedge funds and large institutions have $1.59B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 136 increasing their positions, 54 reducing their positions, and 18 closing their positions.
152% more repeat investments, than reductions
Existing positions increased: 136 | Existing positions reduced: 54
139% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 18
44% more funds holding in top 10
Funds holding in top 10: 9 → 13 (+4)
7% more funds holding
Funds holding: 261 → 278 (+17)
1% less capital invested
Capital invested by funds: $1.62B → $1.59B (-$23.6M)
3.95% less ownership
Funds ownership: 74.6% → 70.65% (-4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HPC
HM Payson & Co
Portland,
Maine
|
+$38.9M |
| 2 |
SPWG
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
+$18.9M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$18.2M |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$10.8M |
| 5 |
WCM
Windsor Capital Management
Phoenix,
Arizona
|
+$10.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFRG
Houlihan Financial Resource Group
Ashburn,
Virginia
|
-$119M |
| 2 |
SL
Summitry LLC
Foster City,
California
|
-$33.2M |
| 3 |
KTM
Keeler Thomas Management
Orem,
Utah
|
-$13.9M |
| 4 |
ACM
Advisors Capital Management
Ridgewood,
New Jersey
|
-$11.7M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$7.27M |
IBDQ Hedge Fund Activity: Q3 2023 in Review
278 of the 6,311 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q3 2023, worth a combined $1.59B — down 1.5% from $1.62B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new IBDQ positions and 18 closed out — a net gain of 25 holders — while 136 added to existing stakes and 54 trimmed.
The largest buyer was HM Payson & Co, adding an estimated $38.9M. The largest seller was Houlihan Financial Resource Group, cutting an estimated $119M.
- 278 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q3 2023, up from 261 in Q2 2023.
- Funds reported $1.59B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q3 2023, down 1.5% quarter-over-quarter.
- 43 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q3 2023 and 18 closed out, a net change of +25 holders.
- The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q3 2023 was HM Payson & Co, an estimated $38.9M added.
- The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q3 2023 was Houlihan Financial Resource Group, an estimated $119M sold.
Based on aggregated 13F filings for Q3 2023.