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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

174 hedge funds and large institutions have $981M invested in iShares iBonds Dec 2025 Term Corporate ETF in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 72 increasing their positions, 43 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 12

67% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 43

14% more capital invested

Capital invested by funds: $858M → $981M (+$123M)

8% more funds holding

Funds holding: 161174 (+13)

3.08% more ownership

Funds ownership: 71.83%74.91% (+3.1%)

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

Holders
174
Holders Change
+13
Holders Change %
+8.07%
% of All Funds
2.68%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
26
Increased
72
Reduced
43
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
51
Private Advisor Group
New Jersey
$2.63M +$261K +9,802 +11%
SCG
52
Sonata Capital Group
Washington
$2.58M +$1.69M +63,556 +186%
MCCP
53
Mission Creek Capital Partners
California
$2.54M -$31.7K -1,193 -1%
LWANC
54
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.43M +$163K +6,125 +7%
FFIC
55
First Fiduciary Investment Counsel
Ohio
$2.27M +$750K +28,215 +49%
MIH
56
Meitav Investment House
Israel
$2.13M +$92.5K +3,479 +5%
RWM
57
Ritholtz Wealth Management
New York
$2.1M -$94.3K -3,548 -4%
OMC
58
Old Mission Capital
Illinois
$2.08M +$2.09M +78,772 New
MGIA
59
Matthew Goff Investment Advisor
Texas
$2.04M -$63.9K -2,404 -3%
WI
60
WrapManager Inc
California
$2.02M +$78.1K +2,938 +4%
ABC
61
Associated Banc-Corp
Wisconsin
$1.99M +$277K +10,407 +16%
WIC
62
Woodmont Investment Counsel
Tennessee
$1.99M +$1.26M +47,506 +171%
CCWA
63
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.95M -$243K -9,158 -11%
ACS
64
Archford Capital Strategies
Illinois
$1.95M +$6.03K +227 +0.3%
VWMG
65
Virginia Wealth Management Group
Virginia
$1.94M +$1.95M +73,550 New
Bank of New York Mellon
66
Bank of New York Mellon
New York
$1.9M +$104K +3,916 +6%
BRG
67
Bay Rivers Group
Virginia
$1.87M +$66.8K +2,514 +4%
CA
68
CGN Advisors
Kansas
$1.67M +$230K +8,666 +16%
AMM
69
American Money Management
California
$1.58M -$126K -4,748 -7%
KAS
70
Kestra Advisory Services
Texas
$1.51M +$72.6K +2,733 +5%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$1.48M +$83.7K +3,148 +6%
BFEC
72
Benjamin F. Edwards & Company
Missouri
$1.39M -$79K -2,972 -5%
FIM
73
Freedom Investment Management
Connecticut
$1.39M -$1.13M -42,621 -45%
ADL
74
Asset Dedication LLC
California
$1.26M -$9.57K -360 -0.7%
MFGM
75
Marshall Financial Group (Maryland)
Maryland
$1.23M +$1.23M +46,420 New

IBDQ Hedge Fund Activity: Q4 2021 in Review

174 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q4 2021, worth a combined $981M — up 14% from $858M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IBDQ positions and 12 closed out — a net gain of 14 holders — while 72 added to existing stakes and 43 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $54.9M. The largest seller was Karp Capital Management, exiting entirely with an estimated $18.8M sold.

  • 174 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q4 2021, up from 161 in Q3 2021.
  • Funds reported $981M of iShares iBonds Dec 2025 Term Corporate ETF stock for Q4 2021, up 14% quarter-over-quarter.
  • 26 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q4 2021 and 12 closed out, a net change of +14 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q4 2021 was Aptus Capital Advisors, an estimated $54.9M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q4 2021 was Karp Capital Management, an estimated $18.8M sold.

Based on aggregated 13F filings for Q4 2021.