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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

206 hedge funds and large institutions have $1.08B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 103 increasing their positions, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

129% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 45

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

19% more capital invested

Capital invested by funds: $902M → $1.08B (+$175M)

6% more funds holding

Funds holding: 195206 (+11)

2.7% more ownership

Funds ownership: 70.61%73.31% (+2.7%)

Holders
206
Holders Change
+11
Holders Change %
+5.64%
% of All Funds
3.55%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.26%
New
20
Increased
103
Reduced
45
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$1.23M +$39.6K +1,604 +3%
ICG
102
InterOcean Capital Group
Tennessee
$1.2M +$365K +14,790 +43%
KAS
103
Kestra Advisory Services
Texas
$1.18M -$151K -6,122 -11%
APA
104
American Portfolios Advisors
New York
$1.16M +$246K +9,986 +26%
NB
105
Northwest Bancshares
Pennsylvania
$1.16M -$12.3K -500 -1%
IWC
106
Integrated Wealth Concepts
Massachusetts
$1.13M -$72.2K -2,927 -6%
CSPAM
107
Cary Street Partners Asset Management
Virginia
$1.11M +$128K +5,171 +13%
BC
108
Barrett & Company
Rhode Island
$1.11M +$1.12M +45,586 New
ADL
109
Asset Dedication LLC
California
$1.1M -$69.4K -2,813 -6%
OMC
110
Old Mission Capital
Illinois
$1.06M -$876K -35,495 -45%
ECM
111
Exchange Capital Management
Michigan
$1.04M -$11.3K -460 -1%
CSPIA
112
Cary Street Partners Investment Advisory
Virginia
$1.03M +$267K +10,819 +34%
LF
113
Lee Financial
Texas
$1.01M
CA
114
Cetera Advisors
Colorado
$974K
NG
115
Northstar Group
New York
$972K
BAM
116
Belpointe Asset Management
Nevada
$909K +$36.4K +1,475 +4%
SFO
117
Stokes Family Office
Louisiana
$882K
BSAM
118
Blue Square Asset Management
New York
$831K +$216K +8,747 +34%
MMHP
119
Murphy Middleton Hinkle & Parker
Georgia
$817K -$16.3K -660 -2%
CIAS
120
CFS Investment Advisory Services
New Jersey
$814K +$19.4M +786,540 +2,824%
Rockefeller Capital Management
121
Rockefeller Capital Management
New York
$798K +$131K +5,292 +19%
HGERS
122
Householder Group Estate & Retirement Specialist
Arizona
$746K -$25.3K -1,025 -3%
FIB
123
First Interstate Bank
Montana
$743K +$74.1K +3,004 +11%
FNB
124
Farmers National Bank
Kentucky
$727K +$61.1K +2,478 +9%
HPC
125
HM Payson & Co
Maine
$724K +$740K +30,000 New

IBDQ Hedge Fund Activity: Q3 2022 in Review

206 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q3 2022, worth a combined $1.08B — up 19% from $902M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IBDQ positions and 8 closed out — a net gain of 12 holders — while 103 added to existing stakes and 45 trimmed.

The largest buyer was Summitry LLC, opening a new position worth an estimated $32.9M. The largest seller was HighTower Advisors, exiting entirely with an estimated $9.96M sold.

  • 206 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q3 2022, up from 195 in Q2 2022.
  • Funds reported $1.08B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q3 2022, up 19% quarter-over-quarter.
  • 20 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q3 2022 and 8 closed out, a net change of +12 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q3 2022 was Summitry LLC, an estimated $32.9M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q3 2022 was HighTower Advisors, an estimated $9.96M sold.

Based on aggregated 13F filings for Q3 2022.