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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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175 hedge funds and large institutions have $975M invested in iShares iBonds Dec 2025 Term Corporate ETF in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 87 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 38

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

35% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 17

1% more funds holding

Funds holding: 174 → 175 (+1)

0.23% more ownership

Funds ownership: 74.91% → 75.14% (+0.23%)

1% less capital invested

Capital invested by funds: $981M → $975M (-$5.62M)

Holders
175
Holders Change
+1
Holders Change %
+0.57%
% of All Funds
2.76%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
23
Increased
87
Reduced
38
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIAS
CFS Investment Advisory Services
New Jersey
+$17.4M
2
ACA
Aptus Capital Advisors
Alabama
+$13.6M
3
UBS Group
UBS Group
Switzerland
+$6.95M
4
Truist Financial
Truist Financial
North Carolina
+$5.79M
5
Bank of America
Bank of America
North Carolina
+$4.39M

Top Sellers

Rank Fund Capital Flow
1
TFA
Tobias Financial Advisors
Florida
-$19.1M
2
Morgan Stanley
Morgan Stanley
New York
-$5.36M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$2.11M
4
OMC
Old Mission Capital
Illinois
-$2.08M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
26
Raymond James & Associates
Florida
$7.16M +$1.99M +77,141 +37%
FBB
27
Fulton Breakefield Broenniman
Maryland
$6.68M +$1.36M +52,905 +25%
ACM
28
Azimuth Capital Management
Michigan
$6.3M -$577K -22,365 -8%
SSB
29
Sandy Spring Bank
Maryland
$5.92M +$137K +5,300 +2%
PWS
30
Peloton Wealth Strategists
Indiana
$5.88M +$477K +18,500 +9%
AIA
31
Arcadia Investment Advisors
Idaho
$5.87M +$72.1K +2,795 +1%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$5.84M +$212K +8,224 +4%
CCM
33
Cribstone Capital Management
Maine
$5.27M +$727K +28,167 +16%
PPWM
34
PFG Private Wealth Management
Florida
$4.98M +$295K +11,435 +6%
Mariner
35
Mariner
Kansas
$4.88M +$339K +13,135 +7%
WIC
36
Woodmont Investment Counsel
Tennessee
$4.74M +$2.9M +112,252 +149%
IF
37
IRON Financial
Illinois
$4.51M +$1.1M +42,518 +31%
IAS
38
IMA Advisory Services
Colorado
$4.45M +$627K +24,308 +16%
PWM
39
Praetorian Wealth Management
California
$4.12M +$202K +7,818 +5%
UCFA
40
United Capital Financial Advisors
Texas
$3.73M -$481K -18,626 -11%
DE
41
Day & Ennis
Georgia
$3.69M +$5.42K +210 +0.1%
KNW
42
Kesler Norman & Wride
Utah
$3.69M -$1.54M -59,833 -29%
RWM
43
Ritholtz Wealth Management
New York
$3.59M +$1.62M +62,897 +79%
SWMG
44
Signature Wealth Management Group
Georgia
$3.52M +$346K +13,398 +11%
4FG
45
4Thought Financial Group
New York
$3.5M -$9.21K -357 -0.3%
LWM
46
Lyell Wealth Management
California
$3.43M +$45.1K +1,750 +1%
NC
47
NovaPoint Capital
Georgia
$3.25M -$49.5K -1,920 -1%
FCA
48
FinTrust Capital Advisors
South Carolina
$3.07M +$35.7K +1,385 +1%
Osaic Holdings
49
Osaic Holdings
Arizona
$2.98M +$479K +18,563 +19%
SCG
50
Sonata Capital Group
Washington
$2.46M -$12.9K -500 -0.5%
1
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IBDQ Hedge Fund Activity: Q1 2022 in Review

175 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q1 2022, worth a combined $975M — down 0.57% from $981M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IBDQ positions and 17 closed out — a net gain of 6 holders — while 87 added to existing stakes and 38 trimmed.

The largest buyer was CFS Investment Advisory Services, adding an estimated $17.4M. The largest seller was Tobias Financial Advisors, exiting entirely with an estimated $19.1M sold.

  • 175 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q1 2022, up from 174 in Q4 2021.
  • Funds reported $975M of iShares iBonds Dec 2025 Term Corporate ETF stock for Q1 2022, down 0.57% quarter-over-quarter.
  • 23 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q1 2022 and 17 closed out, a net change of +6 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $17.4M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q1 2022 was Tobias Financial Advisors, an estimated $19.1M sold.

Based on aggregated 13F filings for Q1 2022.