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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

356 hedge funds and large institutions have $1.98B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 187 increasing their positions, 80 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 80

60% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 20

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

3% more funds holding

Funds holding: 347356 (+9)

4% more capital invested

Capital invested by funds: $1.91B → $1.98B (+$67.7M)

0.72% less ownership

Funds ownership: 69.88%69.15% (-0.72%)

Holders
356
Holders Change
+9
Holders Change %
+2.59%
% of All Funds
5.14%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.2%
New
32
Increased
187
Reduced
80
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
$185M +$4.67M +188,600 +3%
Morgan Stanley
2
Morgan Stanley
New York
$85M +$3.77M +152,048 +5%
UBS Group
3
UBS Group
Switzerland
$75.3M +$4.2M +169,725 +6%
HPC
4
HM Payson & Co
Maine
$66.7M +$4.31M +173,859 +7%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$55.1M -$1.01M -40,815 -2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$50.7M +$1.48M +59,928 +3%
LPL Financial
7
LPL Financial
California
$45M +$3.34M +134,981 +8%
Ameriprise
8
Ameriprise
Minnesota
$42.3M -$94.7K -3,821 -0.2%
NA
9
NewEdge Advisors
Louisiana
$37M -$1.43M -57,650 -4%
Wells Fargo
10
Wells Fargo
California
$36.2M -$2.44M -98,370 -6%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$36.2M -$1.84M -74,336 -5%
US Bancorp
12
US Bancorp
Minnesota
$33.1M -$250K -10,082 -0.8%
Stifel Financial
13
Stifel Financial
Missouri
$31.5M +$5.6M +225,983 +22%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$30.1M -$3.43M -138,345 -10%
KCM
15
Kathmere Capital Management
Pennsylvania
$29.3M +$4.12M +166,439 +16%
GWA
16
Gratus Wealth Advisors
Virginia
$27.5M +$752K +30,371 +3%
SWP
17
Stratos Wealth Partners
Ohio
$27.4M
SVWAG
18
Sound View Wealth Advisors Group
Georgia
$26.3M +$1.34M +54,193 +5%
Lido Advisors
19
Lido Advisors
California
$25.8M
SIC
20
Sigma Investment Counselors
Michigan
$24.1M -$124K -5,019 -0.5%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$23.7M +$3.23M +130,348 +16%
BFEC
22
Benjamin F. Edwards & Company
Missouri
$22.9M +$5.2M +210,029 +29%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$21.4M +$7.93M +320,181 +59%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$20.9M +$1.73M +69,858 +9%
Mariner
25
Mariner
Kansas
$20.4M +$24.1K +972 +0.1%

IBDQ Hedge Fund Activity: Q2 2024 in Review

356 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q2 2024, worth a combined $1.98B — up 3.5% from $1.91B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new IBDQ positions and 20 closed out — a net gain of 12 holders — while 187 added to existing stakes and 80 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $7.93M. The largest seller was Capital Advisors Inc, exiting entirely with an estimated $44.7M sold.

  • 356 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q2 2024, up from 347 in Q1 2024.
  • Funds reported $1.98B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q2 2024, up 3.5% quarter-over-quarter.
  • 32 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q2 2024 and 20 closed out, a net change of +12 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q2 2024 was Northwestern Mutual Wealth Management, an estimated $7.93M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q2 2024 was Capital Advisors Inc, an estimated $44.7M sold.

Based on aggregated 13F filings for Q2 2024.