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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

254 hedge funds and large institutions have $1.46B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 128 increasing their positions, 51 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 13

151% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 51

14% more capital invested

Capital invested by funds: $1.27B → $1.46B (+$183M)

9% more funds holding

Funds holding: 233254 (+21)

2.38% less ownership

Funds ownership: 74.48%72.1% (-2.4%)

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
254
Holders Change
+21
Holders Change %
+9.01%
% of All Funds
4.05%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.21%
New
38
Increased
128
Reduced
51
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
226
MTM Financial Group
Pennsylvania
$243K -$9.04K -370 -3%
Lido Advisors
227
Lido Advisors
California
$243K
CAM
228
Claret Asset Management
Quebec, Canada
$242K
FNBOSM
229
First National Bank of South Miami
Florida
$238K
CFCI
230
Comprehensive Financial Consultants Institutional
Indiana
$238K
ACA
231
Anchor Capital Advisors
Massachusetts
$235K
AWM
232
AE Wealth Management
Kansas
$229K +$228K +9,338 New
PA
233
PSI Advisors
Florida
$228K +$194K +7,949 +593%
AWM
234
Alterna Wealth Management
Texas
$227K
WE
235
Wealth Effects
Massachusetts
$225K
EIA
236
Eldridge Investment Advisors
New Hampshire
$221K +$1.15K +47 +0.5%
PSIWM
237
Paradigm Strategies in Wealth Management
Minnesota
$209K +$208K +8,502 New
WP
238
WealthSource Partners
California
$206K +$206K +8,410 New
DWA
239
Delap Wealth Advisory
Oregon
$205K
KFAA
240
Klaas Financial Asset Advisors
Illinois
$201K +$200K +8,201 New
VCM
241
Vigilant Capital Management
Maine
$194K +$85.4K +3,495 +79%
OHWP
242
Oak Harbor Wealth Partners
North Carolina
$193K +$122 +5 +0.1%
BAM
243
Belpointe Asset Management
Nevada
$188K -$724K -29,622 -79%
LWCFA
244
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$184K +$183K +7,500 New
PTC
245
Private Trust Company
Ohio
$162K +$80.5K +3,293 +99%
FRA
246
Front Row Advisors
California
$153K +$7.33K +300 +5%
PA
247
Parallel Advisors
California
$148K +$147K +6,015 New
AA
248
Addison Advisors
Vermont
$139K +$5.38K +220 +4%
HI
249
Harbour Investments
Wisconsin
$137K +$464 +19 +0.3%
AAS
250
Ameritas Advisory Services
Nebraska
$109K -$281K -11,492 -72%

IBDQ Hedge Fund Activity: Q1 2023 in Review

254 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q1 2023, worth a combined $1.46B — up 14% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new IBDQ positions and 13 closed out — a net gain of 25 holders — while 128 added to existing stakes and 51 trimmed.

The largest buyer was NewEdge Advisors, adding an estimated $20.5M. The largest seller was UBS Group, cutting an estimated $27.9M.

  • 254 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q1 2023, up from 233 in Q4 2022.
  • Funds reported $1.46B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q1 2023, up 14% quarter-over-quarter.
  • 38 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q1 2023 and 13 closed out, a net change of +25 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q1 2023 was NewEdge Advisors, an estimated $20.5M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q1 2023 was UBS Group, an estimated $27.9M sold.

Based on aggregated 13F filings for Q1 2023.