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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
BMM
51
Buffington Mohr McNeal
Idaho
$3.93M +$3.72M +149,255 +1,538%
SG
52
Strid Group
Pennsylvania
$3.89M
Osaic Holdings
53
Osaic Holdings
Arizona
$3.73M +$814K +32,678 +28%
LWM
54
Lyell Wealth Management
California
$3.58M +$232K +9,315 +7%
DE
55
Day & Ennis
Georgia
$3.58M -$32.9K -1,322 -0.9%
UCFA
56
United Capital Financial Advisors
Texas
$3.56M -$89.6K -3,599 -2%
4FG
57
4Thought Financial Group
New York
$3.33M -$96.6K -3,880 -3%
ACIM
58
Azimuth Capital Investment Management
Michigan
$3.3M +$3.33M +133,760 New
KNW
59
Kesler Norman & Wride
Utah
$3.13M -$483K -19,392 -13%
KF
60
Krilogy Financial
Missouri
$3.08M +$948K +38,085 +44%
GPA
61
Guidance Point Advisors
Massachusetts
$2.76M +$1.56M +62,809 +128%
ABC
62
Associated Banc-Corp
Wisconsin
$2.6M +$483K +19,388 +23%
PAG
63
Private Advisor Group
New Jersey
$2.5M +$150K +6,030 +6%
LWANC
64
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.43M +$133K +5,350 +6%
SCG
65
Sonata Capital Group
Washington
$2.41M +$4.98K +200 +0.2%
LC
66
Legacy CG
Texas
$2.37M +$2.38M +95,752 New
NC
67
NovaPoint Capital
Georgia
$2.3M -$886K -35,569 -28%
LIM
68
Leavell Investment Management
Alabama
$2.29M +$1.27M +50,860 +122%
FFIC
69
First Fiduciary Investment Counsel
Ohio
$2.15M
VWM
70
Valley Wealth Managers
New Jersey
$2.14M +$2.16M +86,636 New
Bank of New York Mellon
71
Bank of New York Mellon
New York
$2.14M +$63.4K +2,547 +3%
MCCP
72
Mission Creek Capital Partners
California
$2.09M -$2.49K -100 -0.1%
ACS
73
Archford Capital Strategies
Illinois
$2.04M +$26.5K +1,065 +1%
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$1.99M +$4.23K +170 +0.2%
OMC
75
Old Mission Capital
Illinois
$1.96M +$1.98M +79,505 New

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.