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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

174 hedge funds and large institutions have $981M invested in iShares iBonds Dec 2025 Term Corporate ETF in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 72 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 12

67% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 43

14% more capital invested

Capital invested by funds: $858M → $981M (+$123M)

8% more funds holding

Funds holding: 161174 (+13)

3.08% more ownership

Funds ownership: 71.83%74.91% (+3.1%)

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

Holders
174
Holders Change
+13
Holders Change %
+8.07%
% of All Funds
2.68%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
26
Increased
72
Reduced
43
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
26
Azimuth Capital Management
Michigan
$7.18M +$497K +18,700 +7%
AIA
27
Arcadia Investment Advisors
Idaho
$6.06M +$144K +5,403 +2%
SSB
28
Sandy Spring Bank
Maryland
$6.05M -$101K -3,815 -2%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$5.89M +$253K +9,515 +4%
PWS
30
Peloton Wealth Strategists
Indiana
$5.66M +$93K +3,500 +2%
FBB
31
Fulton Breakefield Broenniman
Maryland
$5.59M +$502K +18,875 +10%
RJA
32
Raymond James & Associates
Florida
$5.46M +$688K +25,902 +14%
KNW
33
Kesler Norman & Wride
Utah
$5.44M +$164K +6,162 +3%
Truist Financial
34
Truist Financial
North Carolina
$4.94M +$417K +15,698 +9%
PPWM
35
PFG Private Wealth Management
Florida
$4.91M -$1.76M -66,275 -26%
CCM
36
Cribstone Capital Management
Maine
$4.77M +$1.55M +58,328 +48%
Mariner
37
Mariner
Kansas
$4.76M +$300K +11,302 +7%
UCFA
38
United Capital Financial Advisors
Texas
$4.4M -$496K -18,671 -10%
PWM
39
Praetorian Wealth Management
California
$4.1M +$256K +9,618 +7%
IAS
40
IMA Advisory Services
Colorado
$4.02M +$4.04M +151,991 New
KF
41
Krilogy Financial
Missouri
$3.94M +$16.7K +630 +0.4%
DE
42
Day & Ennis
Georgia
$3.86M +$10.3K +389 +0.3%
4FG
43
4Thought Financial Group
New York
$3.67M +$140K +5,260 +4%
IF
44
IRON Financial
Illinois
$3.6M +$442K +16,622 +14%
LWM
45
Lyell Wealth Management
California
$3.54M +$55.8K +2,100 +2%
NC
46
NovaPoint Capital
Georgia
$3.45M +$97.4K +3,663 +3%
SWMG
47
Signature Wealth Management Group
Georgia
$3.33M +$45.8K +1,723 +1%
FCA
48
FinTrust Capital Advisors
South Carolina
$3.17M -$58K -2,181 -2%
Citadel Advisors
49
Citadel Advisors
Florida
$2.89M -$1.99M -74,970 -41%
Osaic Holdings
50
Osaic Holdings
Arizona
$2.63M +$808K +30,393 +44%

IBDQ Hedge Fund Activity: Q4 2021 in Review

174 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q4 2021, worth a combined $981M — up 14% from $858M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IBDQ positions and 12 closed out — a net gain of 14 holders — while 72 added to existing stakes and 43 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $54.9M. The largest seller was Karp Capital Management, exiting entirely with an estimated $18.8M sold.

  • 174 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q4 2021, up from 161 in Q3 2021.
  • Funds reported $981M of iShares iBonds Dec 2025 Term Corporate ETF stock for Q4 2021, up 14% quarter-over-quarter.
  • 26 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q4 2021 and 12 closed out, a net change of +14 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q4 2021 was Aptus Capital Advisors, an estimated $54.9M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q4 2021 was Karp Capital Management, an estimated $18.8M sold.

Based on aggregated 13F filings for Q4 2021.