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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
MGIA
76
Matthew Goff Investment Advisor
Texas
$1.89M
WI
77
WrapManager Inc
California
$1.85M -$37.8K -1,518 -2%
VWMG
78
Virginia Wealth Management Group
Virginia
$1.83M -$160K -6,440 -8%
Citadel Advisors
79
Citadel Advisors
Florida
$1.81M +$961K +38,607 +111%
GP
80
Geneva Partners
Wisconsin
$1.77M +$1.78M +71,581 New
CCWA
81
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.76M -$114K -4,597 -6%
CA
82
CGN Advisors
Kansas
$1.74M +$380K +15,267 +28%
BRG
83
Bay Rivers Group
Virginia
$1.71M -$33.9K -1,361 -2%
Creative Planning
84
Creative Planning
Kansas
$1.49M +$1.2M +48,038 +391%
Stifel Financial
85
Stifel Financial
Missouri
$1.47M +$536K +21,544 +57%
AMM
86
American Money Management
California
$1.41M -$67.3K -2,703 -5%
RFN
87
Redwood Financial Network
Ohio
$1.39M -$44.2K -1,775 -3%
KAS
88
Kestra Advisory Services
Texas
$1.36M +$25.5K +1,025 +2%
BFEC
89
Benjamin F. Edwards & Company
Missouri
$1.33M +$31.6K +1,270 +2%
CPIA
90
Cornell Pochily Investment Advisors
New York
$1.27M +$90.9K +3,651 +8%
KTC
91
Kistler-Tiffany Companies
Pennsylvania
$1.25M +$1.26M +50,587 New
IWC
92
Integrated Wealth Concepts
Massachusetts
$1.23M +$97.7K +3,925 +9%
CAPTRUST Financial Advisors
93
CAPTRUST Financial Advisors
North Carolina
$1.22M +$110K +4,432 +10%
ADL
94
Asset Dedication LLC
California
$1.2M +$73.5K +2,952 +6%
NB
95
Northwest Bancshares
Pennsylvania
$1.2M -$37.6K -1,512 -3%
ECM
96
Exchange Capital Management
Michigan
$1.08M -$14.2K -570 -1%
MWM
97
Maltin Wealth Management
New Jersey
$1.06M +$1.07M +43,062 New
LF
98
Lee Financial
Texas
$1.03M
CSPAM
99
Cary Street Partners Asset Management
Virginia
$1.01M +$92.2K +3,705 +10%
CA
100
Cetera Advisors
Colorado
$997K +$16.8K +675 +2%

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.