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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
BWM
251
Baystate Wealth Management
Massachusetts
$108K +$244 +10 +0.2%
HWA
252
HHM Wealth Advisors
Tennessee
$90.8K +$90.4K +3,700 New
KOCAA
253
Knights of Columbus Asset Advisors
Connecticut
$89.8K
AIM
254
Anchor Investment Management
South Carolina
$84.1K
MWM
255
Mascoma Wealth Management
New Hampshire
$75K
ASN
256
Advisory Services Network
Georgia
$49.1K +$48.9K +2,000 New
GWM
257
Geneos Wealth Management
Colorado
$47.5K
AAG
258
Armstrong Advisory Group
Massachusetts
$40.7K
SC
259
Stephens Consulting
Michigan
$37.4K +$32.5K +1,332 +697%
TCWA
260
Ten Capital Wealth Advisors
Washington
$35.1K
SWPG
261
Strategic Wealth Partners Group
Illinois
$30K -$266K -10,875 -90%
BCPWM
262
Bradley & Co Private Wealth Management
Florida
$29.2K -$134K -5,478 -82%
BL
263
Balentine LLC
Georgia
$25K
M
264
MOTCO
Texas
$23.8K
CT
265
Colonial Trust
South Carolina
$19.6K
UB
266
UMB Bank
Missouri
$14.9K -$14.4K -591 -49%
FHA
267
First Horizon Advisors
Tennessee
$13.3K
Commonwealth Equity Services
268
Commonwealth Equity Services
Massachusetts
$11.6K +$923K +37,776 +9%
PNC Financial Services Group
269
PNC Financial Services Group
Pennsylvania
$11.4K
FFA
270
Farther Finance Advisors
California
$11.2K +$11.1K +455 New
AA
271
AlphaMark Advisors
Kentucky
$5K
BlackRock
272
BlackRock
New York
$3.31K
FGAM
273
Financial Gravity Asset Management
Texas
$3.04K +$611 +25 New
Fidelity Investments
274
Fidelity Investments
Massachusetts
$2.58K +$1.61K +66 +169%
Citigroup
275
Citigroup
New York
$613 +$611 +25 New

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.