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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

195 hedge funds and large institutions have $902M invested in iShares iBonds Dec 2025 Term Corporate ETF in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 77 increasing their positions, 47 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more funds holding in top 10

Funds holding in top 10: 512 (+7)

117% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 18

64% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 47

11% more funds holding

Funds holding: 175195 (+20)

4.53% less ownership

Funds ownership: 75.14%70.61% (-4.5%)

8% less capital invested

Capital invested by funds: $975M → $902M (-$73.8M)

Holders
195
Holders Change
+20
Holders Change %
+11.43%
% of All Funds
3.28%
Holding in Top 10
12
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+140%
% of All Funds
0.2%
New
39
Increased
77
Reduced
47
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCPWM
101
Bradley & Co Private Wealth Management
Florida
$957K -$59.1K -2,373 -6%
APA
102
American Portfolios Advisors
New York
$939K
NA
103
NewEdge Advisors
Louisiana
$906K +$912K +36,651 New
SFO
104
Stokes Family Office
Louisiana
$903K
BAM
105
Belpointe Asset Management
Nevada
$895K +$43.8K +1,760 +5%
ICG
106
InterOcean Capital Group
Tennessee
$858K +$865K +34,730 New
MMHP
107
Murphy Middleton Hinkle & Parker
Georgia
$853K -$22.3K -897 -3%
AIM
108
Arcadia Investment Management
Michigan
$824K
MFG
109
MTM Financial Group
Pennsylvania
$811K -$430K -17,281 -34%
CSPIA
110
Cary Street Partners Investment Advisory
Virginia
$790K +$796K +31,965 New
HGERS
111
Householder Group Estate & Retirement Specialist
Arizona
$789K -$23.1K -929 -3%
DWM
112
Dakota Wealth Management
Florida
$783K +$23.8K +955 +3%
BWM
113
BerganKDV Wealth Management
Minnesota
$742K +$297K +11,947 +66%
TB
114
Treynor Bancshares
Iowa
$735K +$16.1K +646 +2%
PGAM
115
Princeton Global Asset Management
New Jersey
$718K +$18.9K +758 +3%
FPS
116
Fieldpoint Private Securities
Connecticut
$716K
GVAG
117
Great Valley Advisor Group
Delaware
$690K +$696K +27,943 New
CIAS
118
CFS Investment Advisory Services
New Jersey
$688K -$16.8M -676,450 -96%
Rockefeller Capital Management
119
Rockefeller Capital Management
New York
$687K +$641K +25,758 +1,253%
FIB
120
First Interstate Bank
Montana
$686K +$692K +27,781 New
FNB
121
Farmers National Bank
Kentucky
$683K +$54.9K +2,205 +9%
SS
122
Sunbelt Securities
Texas
$674K +$39.2K +1,574 +6%
DSA
123
Droms Strauss Advisors
Missouri
$668K +$672K +26,992 New
JP Morgan Chase
124
JP Morgan Chase
New York
$661K +$426K +17,102 +177%
DWT
125
Dorsey & Whitney Trust
South Dakota
$642K +$647K +26,000 New

IBDQ Hedge Fund Activity: Q2 2022 in Review

195 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q2 2022, worth a combined $902M — down 7.6% from $975M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new IBDQ positions and 18 closed out — a net gain of 21 holders — while 77 added to existing stakes and 47 trimmed.

The largest buyer was Karp Capital Management, opening a new position worth an estimated $23.9M. The largest seller was Aptus Capital Advisors, exiting entirely with an estimated $185M sold.

  • 195 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q2 2022, up from 175 in Q1 2022.
  • Funds reported $902M of iShares iBonds Dec 2025 Term Corporate ETF stock for Q2 2022, down 7.6% quarter-over-quarter.
  • 39 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q2 2022 and 18 closed out, a net change of +21 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q2 2022 was Karp Capital Management, an estimated $23.9M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q2 2022 was Aptus Capital Advisors, an estimated $185M sold.

Based on aggregated 13F filings for Q2 2022.