We are live on ! Find out more
IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

363 hedge funds and large institutions have $2.05B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 185 increasing their positions, 88 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 88

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

2% more funds holding

Funds holding: 356363 (+7)

4% more capital invested

Capital invested by funds: $1.98B → $2.05B (+$69.9M)

0.15% less ownership

Funds ownership: 69.15%69% (-0.15%)

Holders
363
Holders Change
+7
Holders Change %
+1.97%
% of All Funds
5.21%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.22%
New
35
Increased
185
Reduced
88
Closed
24
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
$163M -$24.1M -965,099 -13%
Morgan Stanley
2
Morgan Stanley
New York
$92.5M +$6.57M +263,242 +8%
UBS Group
3
UBS Group
Switzerland
$79.2M +$3.08M +123,271 +4%
HPC
4
HM Payson & Co
Maine
$69.3M +$2.01M +80,739 +3%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$56.5M -$2.38M -95,452 -4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$54.4M +$3.26M +130,443 +6%
LPL Financial
7
LPL Financial
California
$48.5M +$3.13M +125,376 +7%
Ameriprise
8
Ameriprise
Minnesota
$41.4M -$1.27M -50,695 -3%
SVWAG
9
Sound View Wealth Advisors Group
Georgia
$40.1M +$13.5M +539,795 +51%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$38.2M +$1.66M +66,525 +5%
Lido Advisors
11
Lido Advisors
California
$37.6M
Wells Fargo
12
Wells Fargo
California
$35.6M -$935K -37,465 -3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$33.7M +$3.25M +130,065 +11%
US Bancorp
14
US Bancorp
Minnesota
$32.9M -$438K -17,562 -1%
GWA
15
Gratus Wealth Advisors
Virginia
$29.1M +$1.36M +54,497 +5%
SWP
16
Stratos Wealth Partners
Ohio
$29M
KCM
17
Kathmere Capital Management
Pennsylvania
$26.7M -$2.84M -113,956 -10%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$25.3M +$1.31M +52,445 +5%
NA
19
NewEdge Advisors
Louisiana
$25.2M -$12.1M -486,176 -33%
SIC
20
Sigma Investment Counselors
Michigan
$24.9M +$533K +21,342 +2%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$24.3M +$3.24M +129,751 +15%
HCM
22
Howland Capital Management
Massachusetts
$22.6M +$2.94M +117,797 +15%
RW
23
RVW Wealth
California
$21.7M +$2.53M +101,457 +13%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$21.6M +$31.2K +1,251 +0.1%
Truist Financial
25
Truist Financial
North Carolina
$20.7M +$943K +37,803 +5%

IBDQ Hedge Fund Activity: Q3 2024 in Review

363 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q3 2024, worth a combined $2.05B — up 3.5% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new IBDQ positions and 24 closed out — a net gain of 11 holders — while 185 added to existing stakes and 88 trimmed.

The largest buyer was Sound View Wealth Advisors Group, adding an estimated $13.5M. The largest seller was Bank of America, cutting an estimated $24.1M.

  • 363 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q3 2024, up from 356 in Q2 2024.
  • Funds reported $2.05B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q3 2024, up 3.5% quarter-over-quarter.
  • 35 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q3 2024 and 24 closed out, a net change of +11 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q3 2024 was Sound View Wealth Advisors Group, an estimated $13.5M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q3 2024 was Bank of America, an estimated $24.1M sold.

Based on aggregated 13F filings for Q3 2024.