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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

392 hedge funds and large institutions have $2.14B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 128 increasing their positions, 158 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 21

1% less funds holding

Funds holding: 397392 (-5)

1.77% less ownership

Funds ownership: 68.48%66.71% (-1.8%)

9% less capital invested

Capital invested by funds: $2.34B → $2.14B (-$204M)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

19% less repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 158

Holders
392
Holders Change
-5
Holders Change %
-1.26%
% of All Funds
5.16%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.22%
New
25
Increased
128
Reduced
158
Closed
21
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
$171M -$10.8M -429,002 -6%
Morgan Stanley
2
Morgan Stanley
New York
$95.3M +$4.6K +183 +0%
HPC
3
HM Payson & Co
Maine
$78.5M -$4.22M -168,187 -5%
Lido Advisors
4
Lido Advisors
California
$74.9M
UBS Group
5
UBS Group
Switzerland
$66.8M -$6.04M -240,480 -8%
LPL Financial
6
LPL Financial
California
$60.9M +$284K +11,309 +0.5%
Raymond James Financial
7
Raymond James Financial
Florida
$60.5M +$2.09M +83,170 +4%
SVWAG
8
Sound View Wealth Advisors Group
Georgia
$46M -$6.4M -254,672 -12%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$45.2M +$3.76M +149,808 +9%
SWP
10
Stratos Wealth Partners
Ohio
$32.9M
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$32.3M -$1.84M -73,215 -5%
GWA
12
Gratus Wealth Advisors
Virginia
$31.8M +$640K +25,498 +2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$27.5M -$1.51M -60,260 -5%
KCM
14
Kathmere Capital Management
Pennsylvania
$27.4M +$1.13M +44,905 +4%
RW
15
RVW Wealth
California
$25.4M +$1.12M +44,605 +5%
Wells Fargo
16
Wells Fargo
California
$25.4M -$1.58M -62,807 -6%
HCM
17
Howland Capital Management
Massachusetts
$24.6M -$265K -10,543 -1%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$23.6M +$1.33M +53,022 +6%
Mariner
19
Mariner
Kansas
$23.2M -$617K -24,573 -3%
NA
20
NewEdge Advisors
Louisiana
$22.9M -$3.06M -121,676 -12%
GT
21
Glenview Trust
Kentucky
$22.7M -$853K -33,974 -4%
US Bancorp
22
US Bancorp
Minnesota
$22.3M -$1.6M -63,508 -7%
SIC
23
Sigma Investment Counselors
Michigan
$22.3M -$1.97M -78,494 -8%
Ameriprise
24
Ameriprise
Minnesota
$22.1M -$5.07M -201,942 -19%
Focus Partners Wealth
25
Focus Partners Wealth
Massachusetts
$21M +$20.9M +832,177 New

IBDQ Hedge Fund Activity: Q2 2025 in Review

392 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q2 2025, worth a combined $2.14B — down 8.7% from $2.34B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IBDQ positions and 21 closed out — a net gain of 4 holders — while 128 added to existing stakes and 158 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $20.9M. The largest seller was Mercer Global Advisors, cutting an estimated $50.2M.

  • 392 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q2 2025, down from 397 in Q1 2025.
  • Funds reported $2.14B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q2 2025, down 8.7% quarter-over-quarter.
  • 25 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q2 2025 and 21 closed out, a net change of +4 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q2 2025 was Focus Partners Wealth, an estimated $20.9M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q2 2025 was Mercer Global Advisors, an estimated $50.2M sold.

Based on aggregated 13F filings for Q2 2025.