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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

IBDQ was delisted on the 15th of December, 2025.

233 hedge funds and large institutions have $1.27B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2022 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 104 increasing their positions, 53 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 18

96% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 53

18% more capital invested

Capital invested by funds: $1.08B → $1.27B (+$198M)

13% more funds holding

Funds holding: 206233 (+27)

1.17% more ownership

Funds ownership: 73.31%74.48% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

Holders
233
Holders Change
+27
Holders Change %
+13.11%
% of All Funds
3.74%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
47
Increased
104
Reduced
53
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
76
United Capital Financial Advisors
Texas
$3.35M +$10.7K +442 +0.3%
KNW
77
Kesler Norman & Wride
Utah
$3.21M +$35.3K +1,459 +1%
RWM
78
Ritholtz Wealth Management
New York
$3.18M -$826K -34,116 -21%
ICG
79
InterOcean Capital Group
Tennessee
$3.12M +$1.91M +78,659 +159%
4FG
80
4Thought Financial Group
New York
$3.1M -$95.6K -3,945 -3%
ABC
81
Associated Banc-Corp
Wisconsin
$2.98M +$41.3K +1,707 +1%
VWMG
82
Virginia Wealth Management Group
Virginia
$2.92M +$785K +32,425 +37%
OMC
83
Old Mission Capital
Illinois
$2.91M +$1.83M +75,675 +172%
LWANC
84
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.79M +$359K +14,840 +15%
SCG
85
Sonata Capital Group
Washington
$2.37M
Bank of New York Mellon
86
Bank of New York Mellon
New York
$2.29M +$67.4K +2,782 +3%
MWM
87
Maltin Wealth Management
New Jersey
$2.26M +$453K +18,697 +25%
CWM
88
Centric Wealth Management
Illinois
$2.21M -$1.73M -71,390 -44%
VWM
89
Valley Wealth Managers
New Jersey
$2.19M -$20.8K -857 -0.9%
FFIC
90
First Fiduciary Investment Counsel
Ohio
$2.17M +$51K +2,105 +2%
PRWA
91
Platte River Wealth Advisors
Colorado
$2.14M +$23.1K +952 +1%
Cambridge Investment Research Advisors
92
Cambridge Investment Research Advisors
Iowa
$2.13M +$108K +4,476 +5%
DSA
93
Droms Strauss Advisors
Missouri
$2.09M +$99.4K +4,104 +5%
MCCP
94
Mission Creek Capital Partners
California
$2.06M -$630 -26 -0%
MIH
95
Meitav Investment House
Israel
$2.05M -$66.6K -2,751 -3%
WI
96
WrapManager Inc
California
$2.05M +$76.4K +3,154 +4%
CCWA
97
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.94M +$146K +6,024 +8%
Renaissance Technologies
98
Renaissance Technologies
New York
$1.89M +$1.88M +77,717 New
JP Morgan Chase
99
JP Morgan Chase
New York
$1.78M +$412K +17,017 +30%
GGI
100
Godsey & Gibb Inc
Virginia
$1.77M +$1.77M +72,911 New

IBDQ Hedge Fund Activity: Q4 2022 in Review

233 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q4 2022, worth a combined $1.27B — up 18% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new IBDQ positions and 18 closed out — a net gain of 29 holders — while 104 added to existing stakes and 53 trimmed.

The largest buyer was UBS Group, adding an estimated $42.5M. The largest seller was CFS Investment Advisory Services, cutting an estimated $18.9M.

  • 233 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q4 2022, up from 206 in Q3 2022.
  • Funds reported $1.27B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q4 2022, up 18% quarter-over-quarter.
  • 47 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q4 2022 and 18 closed out, a net change of +29 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q4 2022 was UBS Group, an estimated $42.5M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $18.9M sold.

Based on aggregated 13F filings for Q4 2022.