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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
SS
101
Sunbelt Securities
Texas
$636K +$652K +24,545 New
FNB
102
Farmers National Bank
Kentucky
$627K +$259K +9,760 +70%
AF
103
Arrow Financial
New York
$619K -$137K -5,150 -18%
Cambridge Investment Research Advisors
104
Cambridge Investment Research Advisors
Iowa
$612K -$134K -5,048 -18%
FMWA
105
Forvis Mazars Wealth Advisors
Missouri
$609K
QCM
106
Quest Capital Management
Texas
$601K
MSFS
107
Main Street Financial Solutions
Pennsylvania
$582K -$41.8K -1,573 -7%
LC
108
Legacy CG
Texas
$571K +$574K +21,615 New
CIA
109
Covington Investment Advisors
Pennsylvania
$569K +$1.33K +50 +0.2%
WFA
110
Wells Financial Advisors
Massachusetts
$545K
JHCP
111
Jackson Hole Capital Partners
Oklahoma
$532K
SWM
112
Segment Wealth Management
Texas
$531K +$183K +6,900 +52%
IGGA
113
Iron Gate Global Advisors
Utah
$519K -$1.87M -70,434 -78%
DADC
114
D.A. Davidson & Co
Montana
$516K +$21.3K +800 +4%
BWM
115
BerganKDV Wealth Management
Minnesota
$478K +$39.9K +1,500 +9%
MML Investors Services
116
MML Investors Services
Massachusetts
$469K -$43K -1,616 -8%
SG
117
Strid Group
Pennsylvania
$467K
APP
118
Avantax Planning Partners
Iowa
$424K +$558 +21 +0.1%
IA
119
IFG Advisory
Georgia
$409K -$77.8K -2,927 -16%
KCM
120
Kathmere Capital Management
Pennsylvania
$409K +$77.1K +2,901 +23%
SPIA
121
Steward Partners Investment Advisory
New York
$401K +$19.1K +717 +5%
BMM
122
Buffington Mohr McNeal
Idaho
$392K +$394K +14,832 New
AAS
123
Ameritas Advisory Services
Nebraska
$371K +$373K +14,040 New
CAM
124
Claret Asset Management
Quebec, Canada
$357K
Creative Planning
125
Creative Planning
Kansas
$353K -$12.2K -460 -3%

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.