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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
VVP
76
Venture Visionary Partners
Ohio
$3.92M
KAS
77
Kestra Advisory Services
Texas
$3.85M +$2.06M +84,205 +116%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$3.69M +$1.54M +62,997 +72%
KF
79
Krilogy Financial
Missouri
$3.59M +$2.16M +88,449 +152%
HCA
80
Heck Capital Advisors
Wisconsin
$3.54M +$3.53M +144,251 New
CIM
81
Confluence Investment Management
Missouri
$3.47M +$3.45M +141,371 New
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$3.21M -$1.1M -45,110 -26%
KNW
83
Kesler Norman & Wride
Utah
$3.18M -$54K -2,208 -2%
ABC
84
Associated Banc-Corp
Wisconsin
$3.16M +$160K +6,550 +5%
4FG
85
4Thought Financial Group
New York
$3.13M -$1.47K -60 -0%
VWMG
86
Virginia Wealth Management Group
Virginia
$3.06M +$112K +4,575 +4%
LWANC
87
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.01M +$193K +7,910 +7%
UCFA
88
United Capital Financial Advisors
Texas
$2.96M -$421K -17,243 -13%
FWMM
89
Foundation Wealth Management (Missouri)
Missouri
$2.93M
NG
90
Northstar Group
New York
$2.93M
WWM
91
WJ Wealth Management
Arizona
$2.69M -$6.58M -269,271 -71%
SC
92
Savant Capital
Illinois
$2.64M -$597K -24,418 -18%
JP Morgan Chase
93
JP Morgan Chase
New York
$2.55M +$749K +30,659 +42%
ADL
94
Asset Dedication LLC
California
$2.42M +$1.15M +47,091 +89%
Bank of New York Mellon
95
Bank of New York Mellon
New York
$2.42M +$115K +4,724 +5%
SCG
96
Sonata Capital Group
Washington
$2.39M
Renaissance Technologies
97
Renaissance Technologies
New York
$2.39M +$483K +19,784 +25%
MIH
98
Meitav Investment House
Israel
$2.34M +$250K +10,214 +12%
OMC
99
Old Mission Capital
Illinois
$2.33M -$600K -24,558 -21%
DSA
100
Droms Strauss Advisors
Missouri
$2.32M +$213K +8,708 +10%

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.