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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

175 hedge funds and large institutions have $975M invested in iShares iBonds Dec 2025 Term Corporate ETF in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 87 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 38

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

35% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 17

1% more funds holding

Funds holding: 174175 (+1)

0.23% more ownership

Funds ownership: 74.91%75.14% (+0.23%)

1% less capital invested

Capital invested by funds: $981M → $975M (-$5.62M)

Holders
175
Holders Change
+1
Holders Change %
+0.57%
% of All Funds
2.76%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
23
Increased
87
Reduced
38
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PGAM
101
Princeton Global Asset Management
New Jersey
$715K +$11.2K +435 +2%
SS
102
Sunbelt Securities
Texas
$650K +$30.3K +1,174 +5%
FNB
103
Farmers National Bank
Kentucky
$643K +$44.7K +1,734 +7%
SI
104
Stephens Inc
Arkansas
$639K
LHC
105
Little House Capital
Massachusetts
$601K -$101K -3,911 -14%
CIA
106
Covington Investment Advisors
Pennsylvania
$566K +$22.6K +875 +4%
MSFS
107
Main Street Financial Solutions
Pennsylvania
$535K -$22K -854 -4%
SWM
108
Segment Wealth Management
Texas
$518K +$10.3K +400 +2%
JHCP
109
Jackson Hole Capital Partners
Oklahoma
$508K
BEI
110
Benjamin Edwards Inc
Missouri
$480K +$260K +10,081 +113%
WFA
111
Wells Financial Advisors
Massachusetts
$463K -$59.6K -2,310 -11%
MML Investors Services
112
MML Investors Services
Massachusetts
$458K +$10.6K +410 +2%
BWM
113
BerganKDV Wealth Management
Minnesota
$457K
AAS
114
Ameritas Advisory Services
Nebraska
$421K +$68.2K +2,643 +19%
APP
115
Avantax Planning Partners
Iowa
$420K +$15.3K +592 +4%
KCM
116
Kathmere Capital Management
Pennsylvania
$391K +$722 +28 +0.2%
SPIA
117
Steward Partners Investment Advisory
New York
$337K -$47.4K -1,836 -12%
SWPG
118
Strategic Wealth Partners Group
Illinois
$335K
CWS
119
Cypress Wealth Services
California
$325K
FMWA
120
Forvis Mazars Wealth Advisors
Missouri
$321K
EGA
121
E&G Advisors
Texas
$316K
BONH
122
Bank of New Hampshire
New Hampshire
$313K
AM
123
Atwater Malick
Pennsylvania
$312K +$29.8K +1,155 +10%
Creative Planning
124
Creative Planning
Kansas
$310K -$27.9K -1,083 -8%
ST
125
Spinnaker Trust
Maine
$295K +$4.9K +190 +2%

IBDQ Hedge Fund Activity: Q1 2022 in Review

175 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q1 2022, worth a combined $975M — down 0.57% from $981M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IBDQ positions and 17 closed out — a net gain of 6 holders — while 87 added to existing stakes and 38 trimmed.

The largest buyer was CFS Investment Advisory Services, adding an estimated $17.4M. The largest seller was Tobias Financial Advisors, exiting entirely with an estimated $19.1M sold.

  • 175 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q1 2022, up from 174 in Q4 2021.
  • Funds reported $975M of iShares iBonds Dec 2025 Term Corporate ETF stock for Q1 2022, down 0.57% quarter-over-quarter.
  • 23 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q1 2022 and 17 closed out, a net change of +6 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $17.4M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q1 2022 was Tobias Financial Advisors, an estimated $19.1M sold.

Based on aggregated 13F filings for Q1 2022.