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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

206 hedge funds and large institutions have $1.08B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 103 increasing their positions, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

129% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 45

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

19% more capital invested

Capital invested by funds: $902M → $1.08B (+$175M)

6% more funds holding

Funds holding: 195206 (+11)

2.7% more ownership

Funds ownership: 70.61%73.31% (+2.7%)

Holders
206
Holders Change
+11
Holders Change %
+5.64%
% of All Funds
3.55%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.26%
New
20
Increased
103
Reduced
45
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
26
Capital Investment Advisors
Georgia
$10M +$319K +12,926 +3%
WWM
27
WJ Wealth Management
Arizona
$9.72M -$5.39M -218,484 -95%
SAM
28
Summit Asset Management
Tennessee
$9.65M +$1.31M +53,231 +15%
BFEC
29
Benjamin F. Edwards & Company
Missouri
$9.17M +$8.04M +325,970 +604%
RHP
30
Royal Harbor Partners
Texas
$8.92M +$2.29M +93,012 +34%
RJA
31
Raymond James & Associates
Florida
$8.38M -$925K -37,511 -10%
AF
32
Arrow Financial
New York
$8.06M +$5.43K +220 +0.1%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$7.86M +$1.63M +65,983 +25%
MA
34
MCF Advisors
Kentucky
$7.58M +$308K +12,501 +4%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$7.34M +$76.2K +3,090 +1%
Stifel Financial
36
Stifel Financial
Missouri
$6.92M +$5.61M +227,222 +382%
PPWM
37
PFG Private Wealth Management
Florida
$6.83M +$1.92M +77,974 +38%
FBB
38
Fulton Breakefield Broenniman
Maryland
$6.76M +$70.2K +2,847 +1%
AIA
39
Arcadia Investment Advisors
Idaho
$6.03M +$592K +23,990 +11%
Osaic Holdings
40
Osaic Holdings
Arizona
$6.01M +$2.42M +98,272 +65%
PWS
41
Peloton Wealth Strategists
Indiana
$5.56M -$4.93K -200 -0.1%
ACP
42
Aviance Capital Partners
Florida
$5.48M -$125K -5,081 -2%
CCM
43
Cribstone Capital Management
Maine
$5.41M +$237K +9,612 +4%
BMM
44
Buffington Mohr McNeal
Idaho
$5.39M +$1.59M +64,343 +40%
SSB
45
Sandy Spring Bank
Maryland
$5.26M -$381K -15,450 -7%
Truist Financial
46
Truist Financial
North Carolina
$5.22M -$67.8K -2,749 -1%
IF
47
IRON Financial
Illinois
$4.88M +$163K +6,623 +3%
NA
48
NewEdge Advisors
Louisiana
$4.86M +$4.06M +164,665 +449%
FCA
49
FinTrust Capital Advisors
South Carolina
$4.62M +$489K +19,814 +12%
IAS
50
IMA Advisory Services
Colorado
$4.58M +$104K +4,223 +2%

IBDQ Hedge Fund Activity: Q3 2022 in Review

206 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q3 2022, worth a combined $1.08B — up 19% from $902M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IBDQ positions and 8 closed out — a net gain of 12 holders — while 103 added to existing stakes and 45 trimmed.

The largest buyer was Summitry LLC, opening a new position worth an estimated $32.9M. The largest seller was HighTower Advisors, exiting entirely with an estimated $9.96M sold.

  • 206 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q3 2022, up from 195 in Q2 2022.
  • Funds reported $1.08B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q3 2022, up 19% quarter-over-quarter.
  • 20 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q3 2022 and 8 closed out, a net change of +12 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q3 2022 was Summitry LLC, an estimated $32.9M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q3 2022 was HighTower Advisors, an estimated $9.96M sold.

Based on aggregated 13F filings for Q3 2022.