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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
ECM
76
Exchange Capital Management
Michigan
$1.2M +$15K +563 +1%
AC
77
Avestar Capital
New York
$1.2M -$194K -7,286 -14%
BCPWM
78
Bradley & Co Private Wealth Management
Florida
$1.17M +$31.9K +1,200 +3%
CAPTRUST Financial Advisors
79
CAPTRUST Financial Advisors
North Carolina
$1.15M -$6.75K -254 -0.6%
IWC
80
Integrated Wealth Concepts
Massachusetts
$1.15M +$127K +4,767 +12%
LIM
81
Leavell Investment Management
Alabama
$1.09M +$1.1M +41,237 New
CA
82
Cetera Advisors
Colorado
$1.08M -$57.8K -2,175 -5%
SFO
83
Stokes Family Office
Louisiana
$966K
APA
84
American Portfolios Advisors
New York
$960K +$15.4K +580 +2%
MMHP
85
Murphy Middleton Hinkle & Parker
Georgia
$932K +$30.2K +1,135 +3%
CSPAM
86
Cary Street Partners Asset Management
Virginia
$921K +$926K +34,859 New
AIM
87
Arcadia Investment Management
Michigan
$881K +$39.9K +1,500 +5%
BAM
88
Belpointe Asset Management
Nevada
$878K +$450K +16,939 +104%
HGERS
89
Householder Group Estate & Retirement Specialist
Arizona
$869K +$874K +32,879 New
PLFAM
90
Pineno Levin & Ford Asset Management
Virginia
$837K -$10.1K -380 -1%
CIAS
91
CFS Investment Advisory Services
New Jersey
$802K
WGCA
92
Wolf Group Capital Advisors
Virginia
$798K +$535K +20,144 +200%
Stifel Financial
93
Stifel Financial
Missouri
$796K -$33.3K -1,253 -4%
TB
94
Treynor Bancshares
Iowa
$769K +$773K +29,100 New
FPS
95
Fieldpoint Private Securities
Connecticut
$766K
MAS
96
Madden Advisory Services
Florida
$766K +$131K +4,940 +21%
PGAM
97
Princeton Global Asset Management
New Jersey
$736K -$19.6K -738 -3%
LHC
98
Little House Capital
Massachusetts
$732K -$11.3K -425 -2%
LF
99
Lee Financial
Texas
$719K
SI
100
Stephens Inc
Arkansas
$668K

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.