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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

280 hedge funds and large institutions have $1.7B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 137 increasing their positions, 54 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 54

144% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 18

44% more funds holding in top 10

Funds holding in top 10: 913 (+4)

7% more funds holding

Funds holding: 261280 (+19)

5% more capital invested

Capital invested by funds: $1.62B → $1.7B (+$81.5M)

0.97% more ownership

Funds ownership: 74.6%75.57% (+0.97%)

Holders
280
Holders Change
+19
Holders Change %
+7.28%
% of All Funds
4.44%
Holding in Top 10
13
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+44.44%
% of All Funds
0.21%
New
44
Increased
137
Reduced
54
Closed
18
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
$155M +$5.86M +240,347 +4%
GBWM
2
Granite Bay Wealth Management
New Hampshire
$105M +$104M +4,246,640 +6,872%
Morgan Stanley
3
Morgan Stanley
New York
$83.3M +$5.62M +230,562 +7%
CAI
4
Capital Advisors Inc
Oklahoma
$76.3M +$2.43M +99,756 +3%
NA
5
NewEdge Advisors
Louisiana
$69.4M +$10.8M +443,925 +18%
UBS Group
6
UBS Group
Switzerland
$67.5M +$9.33M +382,729 +16%
Ameriprise
7
Ameriprise
Minnesota
$49.7M +$18.2M +747,584 +58%
HPC
8
HM Payson & Co
Maine
$41.7M +$38.9M +1,595,861 +1,407%
LPL Financial
9
LPL Financial
California
$37.6M +$1.49M +61,039 +4%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$36.7M +$3.63M +148,739 +11%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$36M +$948K +38,875 +3%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$33.6M -$7.27M -297,936 -18%
Wells Fargo
13
Wells Fargo
California
$32.2M -$5.87M -240,851 -15%
US Bancorp
14
US Bancorp
Minnesota
$31.3M -$2.46M -100,949 -7%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$24.8M -$2.2M -90,123 -8%
SIC
16
Sigma Investment Counselors
Michigan
$24.3M +$639K +26,219 +3%
Stifel Financial
17
Stifel Financial
Missouri
$23.9M +$1.4M +57,598 +6%
SVWAG
18
Sound View Wealth Advisors Group
Georgia
$22.1M +$3.96M +162,335 +22%
HighTower Advisors
19
HighTower Advisors
Illinois
$20.7M
Osaic Holdings
20
Osaic Holdings
Arizona
$19.3M +$7.17M +294,101 +59%
SPWG
21
Syntegra Private Wealth Group
Missouri
$18.8M +$18.9M +773,021 New
RW
22
RVW Wealth
California
$17.6M -$1.43M -58,660 -7%
GA
23
Gateway Advisory
New Jersey
$17M +$281K +11,532 +2%
WIC
24
Woodmont Investment Counsel
Tennessee
$15.6M +$712K +29,172 +5%
KTM
25
Keeler Thomas Management
Utah
$14.9M -$13.9M -567,856 Closed

IBDQ Hedge Fund Activity: Q3 2023 in Review

280 of the 6,302 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 $1.7B — up 5% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new IBDQ positions and 18 closed out — a net gain of 26 holders — while 137 added to existing stakes and 54 trimmed.

The largest buyer was Granite Bay Wealth Management, adding an estimated $104M. The largest seller was Houlihan Financial Resource Group, cutting an estimated $119M.

  • 280 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q3 2023, up from 261 in Q2 2023.
  • Funds reported $1.7B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q3 2023, up 5% quarter-over-quarter.
  • 44 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q3 2023 and 18 closed out, a net change of +26 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q3 2023 was Granite Bay Wealth Management, an estimated $104M 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.