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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

389 hedge funds and large institutions have $3.17B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 185 increasing their positions, 88 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 28

110% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 88

55% more capital invested

Capital invested by funds: $2.05B → $3.17B (+$1.12B)

47% more funds holding in top 10

Funds holding in top 10: 1522 (+7)

7% more funds holding

Funds holding: 363389 (+26)

1.17% more ownership

Funds ownership: 69%70.18% (+1.2%)

Holders
389
Holders Change
+26
Holders Change %
+7.16%
% of All Funds
5.12%
Holding in Top 10
22
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+46.67%
% of All Funds
0.29%
New
60
Increased
185
Reduced
88
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$846M -$15.3K -611 -2%
Bank of America
2
Bank of America
North Carolina
$173M +$9.94M +396,825 +6%
Morgan Stanley
3
Morgan Stanley
New York
$103M +$10.7M +426,159 +12%
UBS Group
4
UBS Group
Switzerland
$79.6M +$636K +25,372 +0.8%
HPC
5
HM Payson & Co
Maine
$76.2M +$7.02M +280,278 +10%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$59M +$4.73M +188,943 +9%
LPL Financial
7
LPL Financial
California
$56.1M +$7.7M +307,439 +16%
Raymond James Financial
8
Raymond James Financial
Florida
$55.3M +$55.3M +2,205,709 New
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$54.4M -$2.08M -83,130 -4%
SVWAG
10
Sound View Wealth Advisors Group
Georgia
$50.7M +$10.7M +425,379 +27%
Lido Advisors
11
Lido Advisors
California
$46.2M
Ameriprise
12
Ameriprise
Minnesota
$39.5M -$1.95M -77,804 -5%
SWP
13
Stratos Wealth Partners
Ohio
$34.8M
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$34.1M +$9.86M +393,579 +41%
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$32.6M +$7.35M +293,381 +29%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$32.4M -$1.19M -47,499 -4%
Renaissance Technologies
17
Renaissance Technologies
New York
$32.4M +$14.8M +589,708 +84%
Wells Fargo
18
Wells Fargo
California
$32M -$3.51M -140,017 -10%
US Bancorp
19
US Bancorp
Minnesota
$30.9M -$2.03M -81,086 -6%
GWA
20
Gratus Wealth Advisors
Virginia
$29.9M +$831K +33,163 +3%
NA
21
NewEdge Advisors
Louisiana
$26.9M +$1.79M +71,568 +7%
SIC
22
Sigma Investment Counselors
Michigan
$25.5M +$669K +26,694 +3%
MGIA
23
Matthew Goff Investment Advisor
Texas
$24.8M +$13.3M +529,208 +115%
HCM
24
Howland Capital Management
Massachusetts
$24.1M +$1.52M +60,818 +7%
RW
25
RVW Wealth
California
$24M +$2.26M +90,275 +10%

IBDQ Hedge Fund Activity: Q4 2024 in Review

389 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q4 2024, worth a combined $3.17B — up 55% from $2.05B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new IBDQ positions and 28 closed out — a net gain of 32 holders — while 185 added to existing stakes and 88 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $14.8M. The largest seller was Kesler Norman & Wride, exiting entirely with an estimated $7.68M sold.

  • 389 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q4 2024, up from 363 in Q3 2024.
  • Funds reported $3.17B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q4 2024, up 55% quarter-over-quarter.
  • 60 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q4 2024 and 28 closed out, a net change of +32 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q4 2024 was Renaissance Technologies, an estimated $14.8M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q4 2024 was Kesler Norman & Wride, an estimated $7.68M sold.

Based on aggregated 13F filings for Q4 2024.