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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
SCG
76
Sonata Capital Group
Washington
$2.35M +$1.9K +77 +0.1%
NC
77
NovaPoint Capital
Georgia
$2.32M +$77.7K +3,148 +3%
Bank of New York Mellon
78
Bank of New York Mellon
New York
$2.2M +$117K +4,734 +5%
VWM
79
Valley Wealth Managers
New Jersey
$2.2M +$110K +4,444 +5%
VWMG
80
Virginia Wealth Management Group
Virginia
$2.12M +$340K +13,780 +19%
MIH
81
Meitav Investment House
Israel
$2.11M +$2.15M +87,264 New
FFIC
82
First Fiduciary Investment Counsel
Ohio
$2.1M -$247 -10 -0%
PRWA
83
Platte River Wealth Advisors
Colorado
$2.1M +$2.15M +87,044 New
MCCP
84
Mission Creek Capital Partners
California
$2.04M
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$2M +$1.57M +63,678 +331%
DSA
86
Droms Strauss Advisors
Missouri
$1.97M +$1.35M +54,907 +203%
ACS
87
Archford Capital Strategies
Illinois
$1.97M -$19.5K -789 -1%
WI
88
WrapManager Inc
California
$1.96M +$152K +6,144 +8%
MGIA
89
Matthew Goff Investment Advisor
Texas
$1.83M -$17K -691 -0.9%
MWM
90
Maltin Wealth Management
New Jersey
$1.8M +$774K +31,366 +73%
CCWA
91
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.78M +$60.1K +2,435 +3%
Citadel Advisors
92
Citadel Advisors
Florida
$1.72M -$56K -2,269 -3%
BPA
93
Beacon Pointe Advisors
California
$1.68M +$1.44M +58,295 +525%
BRG
94
Bay Rivers Group
Virginia
$1.66M -$11.3K -458 -0.7%
AMM
95
American Money Management
California
$1.39M +$13.7K +554 +1%
CPIA
96
Cornell Pochily Investment Advisors
New York
$1.39M +$149K +6,033 +12%
IA
97
IFP Advisors
Florida
$1.39M +$1.38M +56,088 +3,012%
KTC
98
Kistler-Tiffany Companies
Pennsylvania
$1.37M +$151K +6,139 +12%
RFN
99
Redwood Financial Network
Ohio
$1.36M +$296 +12 +0%
JP Morgan Chase
100
JP Morgan Chase
New York
$1.36M +$727K +29,470 +110%

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.