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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

233 hedge funds and large institutions have $1.27B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2022 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 104 increasing their positions, 53 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 18

96% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 53

18% more capital invested

Capital invested by funds: $1.08B → $1.27B (+$198M)

13% more funds holding

Funds holding: 206233 (+27)

1.17% more ownership

Funds ownership: 73.31%74.48% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

Holders
233
Holders Change
+27
Holders Change %
+13.11%
% of All Funds
3.74%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
47
Increased
104
Reduced
53
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
26
Jane Street
New York
$11.3M -$5.35M -220,983 -32%
CIA
27
Capital Investment Advisors
Georgia
$11.3M +$1.18M +48,783 +12%
SWP
28
Stratos Wealth Partners
Ohio
$10.9M
MA
29
MCF Advisors
Kentucky
$10.8M +$3.17M +130,879 +42%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$10.5M +$2.61M +107,720 +33%
RJA
31
Raymond James & Associates
Florida
$10.2M +$1.76M +72,656 +21%
WCM
32
Windsor Capital Management
Arizona
$10.2M -$10.3M -425,235 Closed
RHP
33
Royal Harbor Partners
Texas
$9.68M +$688K +28,383 +8%
WWM
34
WJ Wealth Management
Arizona
$9.22M +$8.89M +366,879 +3,040%
RPSA
35
Richard P. Slaughter Associates
Texas
$9.05M +$9.01M +372,044 New
Osaic Holdings
36
Osaic Holdings
Arizona
$8.54M +$2.47M +102,017 +41%
IAS
37
IMA Advisory Services
Colorado
$8.46M +$3.83M +158,075 +83%
BMM
38
Buffington Mohr McNeal
Idaho
$8.13M +$2.69M +111,109 +50%
AF
39
Arrow Financial
New York
$7.8M -$320K -13,224 -4%
BFEC
40
Benjamin F. Edwards & Company
Missouri
$7.29M -$1.95M -80,360 -21%
PPWM
41
PFG Private Wealth Management
Florida
$7.17M +$286K +11,822 +4%
Stifel Financial
42
Stifel Financial
Missouri
$6.95M -$22.7K -937 -0.3%
FBB
43
Fulton Breakefield Broenniman
Maryland
$6.71M -$101K -4,174 -1%
TF
44
TLWM Financial
Texas
$6.68M +$3.02M +124,781 +83%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$6.53M -$868K -35,847 -12%
WCP
46
Wick Capital Partners
Pennsylvania
$6.32M +$6.3M +260,029 New
HA
47
Hamel Associates
New Jersey
$6.17M +$1.75M +72,355 +40%
AIA
48
Arcadia Investment Advisors
Idaho
$5.99M -$86.3K -3,561 -1%
PWS
49
Peloton Wealth Strategists
Indiana
$5.35M -$259K -10,700 -5%
LWM
50
Lyell Wealth Management
California
$5.34M +$953K +39,330 +22%

IBDQ Hedge Fund Activity: Q4 2022 in Review

233 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q4 2022, worth a combined $1.27B — up 18% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new IBDQ positions and 18 closed out — a net gain of 29 holders — while 104 added to existing stakes and 53 trimmed.

The largest buyer was UBS Group, adding an estimated $42.5M. The largest seller was CFS Investment Advisory Services, cutting an estimated $18.9M.

  • 233 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q4 2022, up from 206 in Q3 2022.
  • Funds reported $1.27B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q4 2022, up 18% quarter-over-quarter.
  • 47 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q4 2022 and 18 closed out, a net change of +29 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q4 2022 was UBS Group, an estimated $42.5M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $18.9M sold.

Based on aggregated 13F filings for Q4 2022.