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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
SWMG
51
Signature Wealth Management Group
Georgia
$4.49M +$668K +27,094 +17%
Mariner
52
Mariner
Kansas
$4.48M +$288K +11,682 +7%
HA
53
Hamel Associates
New Jersey
$4.38M +$4.48M +181,514 New
SG
54
Strid Group
Pennsylvania
$4.35M
LWM
55
Lyell Wealth Management
California
$4.35M +$867K +35,157 +24%
LIM
56
Leavell Investment Management
Alabama
$4.32M +$2.14M +86,535 +93%
RWP
57
Reliant Wealth Planning
Kentucky
$4.08M +$97K +3,930 +2%
PWM
58
Praetorian Wealth Management
California
$4.07M -$6.61K -268 -0.2%
RWM
59
Ritholtz Wealth Management
New York
$3.98M +$10.5K +426 +0.3%
CWM
60
Centric Wealth Management
Illinois
$3.92M +$4.01M +162,341 New
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$3.61M +$1.7M +68,986 +86%
DE
62
Day & Ennis
Georgia
$3.61M +$111K +4,480 +3%
SWP
63
Stratos Wealth Partners
Ohio
$3.6M
TF
64
TLWM Financial
Texas
$3.57M -$3.22M -130,435 -47%
UCFA
65
United Capital Financial Advisors
Texas
$3.31M -$170K -6,906 -5%
HFRG
66
Houlihan Financial Resource Group
Virginia
$3.27M +$3.32M +134,575 New
4FG
67
4Thought Financial Group
New York
$3.17M -$74.4K -3,016 -2%
KNW
68
Kesler Norman & Wride
Utah
$3.15M +$93.6K +3,793 +3%
GPA
69
Guidance Point Advisors
Massachusetts
$3.06M +$355K +14,408 +13%
KF
70
Krilogy Financial
Missouri
$3.02M +$9.97K +404 +0.3%
Creative Planning
71
Creative Planning
Kansas
$2.98M +$1.56M +63,029 +104%
ABC
72
Associated Banc-Corp
Wisconsin
$2.91M +$380K +15,392 +15%
CA
73
CGN Advisors
Kansas
$2.56M +$882K +35,737 +51%
LWANC
74
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.41M +$37K +1,500 +2%
PAG
75
Private Advisor Group
New Jersey
$2.37M -$79.8K -3,234 -3%

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.