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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
IA
51
IFP Advisors
Florida
$6.17M +$1.08M +44,230 +21%
Truist Financial
52
Truist Financial
North Carolina
$5.97M +$1.76M +71,954 +42%
GRP
53
Global Retirement Partners
California
$5.93M +$5.51M +225,597 +1,490%
AIA
54
Arcadia Investment Advisors
Idaho
$5.88M -$160K -6,547 -3%
Mariner
55
Mariner
Kansas
$5.86M +$843K +34,517 +17%
PWS
56
Peloton Wealth Strategists
Indiana
$5.72M +$326K +13,350 +6%
Creative Planning
57
Creative Planning
Kansas
$5.68M +$2.11M +86,363 +59%
LWM
58
Lyell Wealth Management
California
$5.57M +$185K +7,591 +3%
LIM
59
Leavell Investment Management
Alabama
$5.5M +$466K +19,054 +9%
ACP
60
Aviance Capital Partners
Florida
$5.28M -$92.2K -3,771 -2%
SSB
61
Sandy Spring Bank
Maryland
$5.2M +$123K +5,040 +2%
HFRG
62
Houlihan Financial Resource Group
Virginia
$5.18M +$937K +38,359 +22%
SWMG
63
Signature Wealth Management Group
Georgia
$5.11M +$173K +7,074 +4%
FCA
64
FinTrust Capital Advisors
South Carolina
$5.08M
SG
65
Strid Group
Pennsylvania
$4.99M +$4.97M +203,313 New
AWS
66
Atria Wealth Solutions
New York
$4.89M +$4.87M +199,380 New
IF
67
IRON Financial
Illinois
$4.64M -$30.5K -1,250 -0.7%
WCP
68
Wick Capital Partners
Pennsylvania
$4.55M -$1.82M -74,545 -29%
PWM
69
Praetorian Wealth Management
California
$4.51M +$121K +4,972 +3%
AF
70
Allworth Financial
California
$4.35M +$77.9K +3,188 +2%
ICG
71
InterOcean Capital Group
Tennessee
$4.3M +$1.15M +47,096 +37%
HCM
72
Howland Capital Management
Massachusetts
$4.18M +$4.16M +170,386 New
RWP
73
Reliant Wealth Planning
Kentucky
$4.15M -$18K -737 -0.4%
GPA
74
Guidance Point Advisors
Massachusetts
$3.96M
CA
75
CGN Advisors
Kansas
$3.93M +$248K +10,160 +7%

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.