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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

254 hedge funds and large institutions have $1.46B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 128 increasing their positions, 51 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 13

151% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 51

14% more capital invested

Capital invested by funds: $1.27B → $1.46B (+$183M)

9% more funds holding

Funds holding: 233254 (+21)

2.38% less ownership

Funds ownership: 74.48%72.1% (-2.4%)

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
254
Holders Change
+21
Holders Change %
+9.01%
% of All Funds
4.05%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.21%
New
38
Increased
128
Reduced
51
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
26
Central Trust Company
Missouri
$13.1M -$325K -13,317 -2%
RHP
27
Royal Harbor Partners
Texas
$12.8M +$3.04M +124,243 +31%
KTM
28
Keeler Thomas Management
Utah
$12.8M
SAM
29
Summit Asset Management
Tennessee
$12.8M +$502K +20,558 +4%
SWP
30
Stratos Wealth Partners
Ohio
$12.5M
CIA
31
Capital Investment Advisors
Georgia
$12.3M +$913K +37,358 +8%
Osaic Holdings
32
Osaic Holdings
Arizona
$12.2M +$3.61M +147,820 +42%
MA
33
MCF Advisors
Kentucky
$11.6M +$664K +27,169 +6%
BFEC
34
Benjamin F. Edwards & Company
Missouri
$11.1M +$3.72M +152,276 +51%
RJA
35
Raymond James & Associates
Florida
$11M +$713K +29,172 +7%
WCM
36
Windsor Capital Management
Arizona
$10.3M
BMM
37
Buffington Mohr McNeal
Idaho
$9.62M +$1.41M +57,830 +17%
IAS
38
IMA Advisory Services
Colorado
$9.42M +$891K +36,462 +10%
GT
39
Glenview Trust
Kentucky
$8.85M +$4.35M +178,200 +98%
Jane Street
40
Jane Street
New York
$8.1M -$3.31M -135,646 -29%
AF
41
Arrow Financial
New York
$8.06M +$182K +7,466 +2%
PPWM
42
PFG Private Wealth Management
Florida
$7.89M +$656K +26,865 +9%
BPA
43
Beacon Pointe Advisors
California
$7.36M +$2.86M +116,929 +64%
FBB
44
Fulton Breakefield Broenniman
Maryland
$7.13M +$355K +14,508 +5%
EWA
45
EP Wealth Advisors
California
$6.8M +$6.76M +276,683 New
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$6.79M +$197K +8,080 +3%
TF
47
TLWM Financial
Texas
$6.67M -$69.7K -2,853 -1%
PRWA
48
Platte River Wealth Advisors
Colorado
$6.64M +$4.46M +182,527 +207%
HA
49
Hamel Associates
New Jersey
$6.62M +$389K +15,915 +6%
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$6.49M +$2.3M +94,064 +55%

IBDQ Hedge Fund Activity: Q1 2023 in Review

254 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q1 2023, worth a combined $1.46B — up 14% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new IBDQ positions and 13 closed out — a net gain of 25 holders — while 128 added to existing stakes and 51 trimmed.

The largest buyer was NewEdge Advisors, adding an estimated $20.5M. The largest seller was UBS Group, cutting an estimated $27.9M.

  • 254 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q1 2023, up from 233 in Q4 2022.
  • Funds reported $1.46B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q1 2023, up 14% quarter-over-quarter.
  • 38 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q1 2023 and 13 closed out, a net change of +25 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q1 2023 was NewEdge Advisors, an estimated $20.5M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q1 2023 was UBS Group, an estimated $27.9M sold.

Based on aggregated 13F filings for Q1 2023.