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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

195 hedge funds and large institutions have $902M invested in iShares iBonds Dec 2025 Term Corporate ETF in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 77 increasing their positions, 47 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more funds holding in top 10

Funds holding in top 10: 512 (+7)

117% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 18

64% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 47

11% more funds holding

Funds holding: 175195 (+20)

4.53% less ownership

Funds ownership: 75.14%70.61% (-4.5%)

8% less capital invested

Capital invested by funds: $975M → $902M (-$73.8M)

Holders
195
Holders Change
+20
Holders Change %
+11.43%
% of All Funds
3.28%
Holding in Top 10
12
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+140%
% of All Funds
0.2%
New
39
Increased
77
Reduced
47
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GA
26
Gateway Advisory
New Jersey
$7.68M +$1.44K +58 +0%
WIC
27
Woodmont Investment Counsel
Tennessee
$7.54M +$2.93M +117,572 +63%
MA
28
MCF Advisors
Kentucky
$7.45M +$7.3M +293,064 +3,493%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$7.41M -$255K -10,224 -3%
TF
30
TLWM Financial
Texas
$6.93M -$120K -4,803 -2%
FBB
31
Fulton Breakefield Broenniman
Maryland
$6.85M +$322K +12,937 +5%
RHP
32
Royal Harbor Partners
Texas
$6.84M +$6.89M +276,771 New
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$6.42M +$713K +28,642 +12%
SSB
34
Sandy Spring Bank
Maryland
$5.77M -$22.5K -905 -0.4%
ACP
35
Aviance Capital Partners
Florida
$5.74M +$5.78M +232,211 New
PWS
36
Peloton Wealth Strategists
Indiana
$5.7M -$49.8K -2,000 -0.9%
WWM
37
WJ Wealth Management
Arizona
$5.69M +$5.74M +230,551 New
AIA
38
Arcadia Investment Advisors
Idaho
$5.58M -$162K -6,501 -3%
Truist Financial
39
Truist Financial
North Carolina
$5.41M -$4.79M -192,436 -47%
CCM
40
Cribstone Capital Management
Maine
$5.3M +$150K +6,042 +3%
PPWM
41
PFG Private Wealth Management
Florida
$5.07M +$198K +7,959 +4%
TWA
42
Tillar-Wenstrup Advisors
Ohio
$4.86M +$4.18M +168,021 +582%
IF
43
IRON Financial
Illinois
$4.83M +$420K +16,880 +9%
IAS
44
IMA Advisory Services
Colorado
$4.58M +$227K +9,122 +5%
Mariner
45
Mariner
Kansas
$4.29M -$479K -19,248 -10%
FCA
46
FinTrust Capital Advisors
South Carolina
$4.29M +$1.27M +50,823 +42%
PWM
47
Praetorian Wealth Management
California
$4.17M +$144K +5,778 +4%
RWP
48
Reliant Wealth Planning
Kentucky
$4.08M +$4.11M +165,168 New
RWM
49
Ritholtz Wealth Management
New York
$4.06M +$548K +21,997 +15%
SWMG
50
Signature Wealth Management Group
Georgia
$3.93M +$488K +19,607 +14%

IBDQ Hedge Fund Activity: Q2 2022 in Review

195 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q2 2022, worth a combined $902M — down 7.6% from $975M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new IBDQ positions and 18 closed out — a net gain of 21 holders — while 77 added to existing stakes and 47 trimmed.

The largest buyer was Karp Capital Management, opening a new position worth an estimated $23.9M. The largest seller was Aptus Capital Advisors, exiting entirely with an estimated $185M sold.

  • 195 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q2 2022, up from 175 in Q1 2022.
  • Funds reported $902M of iShares iBonds Dec 2025 Term Corporate ETF stock for Q2 2022, down 7.6% quarter-over-quarter.
  • 39 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q2 2022 and 18 closed out, a net change of +21 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q2 2022 was Karp Capital Management, an estimated $23.9M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q2 2022 was Aptus Capital Advisors, an estimated $185M sold.

Based on aggregated 13F filings for Q2 2022.