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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
PAG
101
Private Advisor Group
New Jersey
$2.29M -$144K -5,888 -6%
BEI
102
Benjamin Edwards Inc
Missouri
$2.25M +$1.65M +67,664 +284%
WI
103
WrapManager Inc
California
$2.2M +$137K +5,590 +7%
VWM
104
Valley Wealth Managers
New Jersey
$2.18M -$30.4K -1,244 -1%
FFIC
105
First Fiduciary Investment Counsel
Ohio
$2.04M -$142K -5,820 -7%
BWFA
106
Baltimore-Washington Financial Advisors
Maryland
$1.99M
MCCP
107
Mission Creek Capital Partners
California
$1.96M -$115K -4,714 -6%
LB
108
Leo Brokerage
Texas
$1.92M +$1.91M +78,207 New
CSPAM
109
Cary Street Partners Asset Management
Virginia
$1.88M +$1.87M +76,701 New
IWC
110
Integrated Wealth Concepts
Massachusetts
$1.86M +$516K +21,109 +39%
MML Investors Services
111
MML Investors Services
Massachusetts
$1.85M +$695K +28,432 +61%
ACS
112
Archford Capital Strategies
Illinois
$1.82M +$260K +10,637 +17%
CCWA
113
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.82M -$141K -5,775 -7%
SAG
114
SageView Advisory Group
California
$1.77M +$135K +5,519 +8%
CWM
115
Centric Wealth Management
Illinois
$1.76M -$468K -19,167 -21%
OAJ
116
Ogorek Anthony Joseph
New York
$1.75M +$1.74M +71,390 New
CPIA
117
Cornell Pochily Investment Advisors
New York
$1.67M +$39.2K +1,603 +2%
RWM
118
Ritholtz Wealth Management
New York
$1.6M -$1.59M -65,238 -50%
RFN
119
Redwood Financial Network
Ohio
$1.41M +$23.1K +944 +2%
AMM
120
American Money Management
California
$1.35M -$29.9K -1,222 -2%
CIA
121
Covington Investment Advisors
Pennsylvania
$1.35M +$521K +21,310 +63%
IF
122
Ironwood Financial
Arizona
$1.34M +$491K +20,111 +58%
NB
123
Northwest Bancshares
Pennsylvania
$1.34M +$122K +4,996 +10%
BC
124
Barrett & Company
Rhode Island
$1.31M +$188K +7,674 +17%
CSPIA
125
Cary Street Partners Investment Advisory
Virginia
$1.3M +$229K +9,391 +22%

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.