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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF
IBDQ

Delisted

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

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397 hedge funds and large institutions have $2.34B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 163 increasing their positions, 135 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 22

21% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 135

2% more funds holding

Funds holding: 389 → 397 (+8)

1.69% less ownership

Funds ownership: 70.18% → 68.48% (-1.7%)

14% less funds holding in top 10

Funds holding in top 10: 22 → 19 (-3)

26% less capital invested

Capital invested by funds: $3.17B → $2.34B (-$828M)

Holders
397
Holders Change
+8
Holders Change %
+2.06%
% of All Funds
5.32%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.25%
New
34
Increased
163
Reduced
135
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$19.6M
2
KNW
Kesler Norman & Wride
Utah
+$11.4M
3
Bank of America
Bank of America
North Carolina
+$8.66M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$7.35M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$7.11M

Top Sellers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$23.2M
2
ATPW
Ashton Thomas Private Wealth
Arizona
-$14.3M
3
Ameriprise
Ameriprise
Minnesota
-$12.5M
4
Morgan Stanley
Morgan Stanley
New York
-$8.16M
5
PPWM
PFG Private Wealth Management
Florida
-$7.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$182M +$8.66M +345,043 +5%
Morgan Stanley
2
Morgan Stanley
New York
$95.2M -$8.16M -324,963 -8%
HPC
3
HM Payson & Co
Maine
$82.7M +$6.16M +245,510 +8%
UBS Group
4
UBS Group
Switzerland
$72.8M -$7.15M -284,930 -9%
Lido Advisors
5
Lido Advisors
California
$66.4M – – –
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$62.4M +$3.13M +124,831 +5%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$62M +$7.35M +292,780 +13%
LPL Financial
8
LPL Financial
California
$60.5M +$4.12M +164,184 +7%
Raymond James Financial
9
Raymond James Financial
Florida
$58.3M +$2.84M +113,022 +5%
SVWAG
10
Sound View Wealth Advisors Group
Georgia
$52.4M +$1.45M +57,879 +3%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$41.4M +$7.11M +283,175 +21%
SWP
12
Stratos Wealth Partners
Ohio
$35.9M – – –
Renaissance Technologies
13
Renaissance Technologies
New York
$34.9M +$2.37M +94,457 +7%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$34.1M +$1.4M +55,924 +4%
GWA
15
Gratus Wealth Advisors
Virginia
$31.1M +$1.06M +42,203 +4%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$28.9M -$3.62M -144,343 -11%
Ameriprise
17
Ameriprise
Minnesota
$27.2M -$12.5M -496,406 -31%
Wells Fargo
18
Wells Fargo
California
$26.9M -$5.23M -208,443 -16%
KCM
19
Kathmere Capital Management
Pennsylvania
$26.3M +$2.37M +94,428 +10%
NA
20
NewEdge Advisors
Louisiana
$26M -$1.09M -43,336 -4%
HCM
21
Howland Capital Management
Massachusetts
$24.9M +$661K +26,341 +3%
SIC
22
Sigma Investment Counselors
Michigan
$24.2M -$1.39M -55,255 -5%
RW
23
RVW Wealth
California
$24.2M +$191K +7,620 +0.8%
US Bancorp
24
US Bancorp
Minnesota
$23.9M -$7.09M -282,495 -23%
Mariner
25
Mariner
Kansas
$23.8M +$2.81M +111,721 +13%
1
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IBDQ Hedge Fund Activity: Q1 2025 in Review

397 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q1 2025, worth a combined $2.34B — down 26% from $3.17B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new IBDQ positions and 22 closed out — a net gain of 12 holders — while 163 added to existing stakes and 135 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $19.6M. The largest seller was Focus Partners Wealth, exiting entirely with an estimated $23.2M sold.

  • 397 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q1 2025, up from 389 in Q4 2024.
  • Funds reported $2.34B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q1 2025, down 26% quarter-over-quarter.
  • 34 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q1 2025 and 22 closed out, a net change of +12 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q1 2025 was HighTower Advisors, an estimated $19.6M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q1 2025 was Focus Partners Wealth, an estimated $23.2M sold.

Based on aggregated 13F filings for Q1 2025.