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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

347 hedge funds and large institutions have $1.91B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 174 increasing their positions, 76 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 20

129% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 76

7% more funds holding

Funds holding: 325347 (+22)

5% less capital invested

Capital invested by funds: $2.02B → $1.91B (-$109M)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

10.39% less ownership

Funds ownership: 80.26%69.88% (-10%)

Holders
347
Holders Change
+22
Holders Change %
+6.77%
% of All Funds
5%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.19%
New
47
Increased
174
Reduced
76
Closed
20
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
$180M +$12.1M +489,883 +7%
Morgan Stanley
2
Morgan Stanley
New York
$81.1M -$110M -4,458,284 -58%
UBS Group
3
UBS Group
Switzerland
$71M -$2.54M -102,558 -3%
HPC
4
HM Payson & Co
Maine
$62.2M +$9.49M +383,209 +18%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$59.3M +$18.1M +731,221 +44%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$49.1M +$8.38M +338,201 +21%
CAI
7
Capital Advisors Inc
Oklahoma
$44.7M +$3.66M +147,980 +9%
Ameriprise
8
Ameriprise
Minnesota
$42.4M +$2.9M +116,986 +7%
LPL Financial
9
LPL Financial
California
$41.5M -$3.29M -132,873 -7%
Wells Fargo
10
Wells Fargo
California
$38.6M +$656K +26,485 +2%
NA
11
NewEdge Advisors
Louisiana
$38.4M -$22.8M -921,760 -37%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$37.9M +$2.27M +91,642 +6%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$33.5M +$9.44M +380,989 +39%
US Bancorp
14
US Bancorp
Minnesota
$33.3M +$1.33M +53,739 +4%
GWA
15
Gratus Wealth Advisors
Virginia
$26.6M +$2.16M +87,412 +9%
Stifel Financial
16
Stifel Financial
Missouri
$25.9M +$1.48M +59,938 +6%
KCM
17
Kathmere Capital Management
Pennsylvania
$25.1M +$1.8M +72,581 +8%
SVWAG
18
Sound View Wealth Advisors Group
Georgia
$24.9M +$4.1M +165,610 +20%
SIC
19
Sigma Investment Counselors
Michigan
$24.2M +$109K +4,421 +0.5%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$20.4M +$2.66M +107,327 +15%
Mariner
21
Mariner
Kansas
$20.3M -$1.21M -48,916 -6%
SWP
22
Stratos Wealth Partners
Ohio
$19.4M
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$19.1M +$2.2M +89,011 +13%
GT
24
Glenview Trust
Kentucky
$18.7M +$2.33M +93,927 +14%
Lido Advisors
25
Lido Advisors
California
$18.6M

IBDQ Hedge Fund Activity: Q1 2024 in Review

347 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q1 2024, worth a combined $1.91B — down 5.4% from $2.02B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new IBDQ positions and 20 closed out — a net gain of 27 holders — while 174 added to existing stakes and 76 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $18.1M. The largest seller was Morgan Stanley, cutting an estimated $110M.

  • 347 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q1 2024, up from 325 in Q4 2023.
  • Funds reported $1.91B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q1 2024, down 5.4% quarter-over-quarter.
  • 47 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q1 2024 and 20 closed out, a net change of +27 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q1 2024 was Mercer Global Advisors, an estimated $18.1M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q1 2024 was Morgan Stanley, an estimated $110M sold.

Based on aggregated 13F filings for Q1 2024.