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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
SWPG
126
Strategic Wealth Partners Group
Illinois
$351K
MFM
127
Mirsky Financial Management
New York
$341K +$11.2K +420 +3%
CWS
128
Cypress Wealth Services
California
$340K -$23.6K -887 -6%
RCAG
129
Rehmann Capital Advisory Group
Michigan
$331K -$64.7K -2,436 -16%
EGA
130
E&G Advisors
Texas
$330K
BONH
131
Bank of New Hampshire
New Hampshire
$327K +$329K +12,380 New
CCP
132
Cassia Capital Partners
North Carolina
$306K +$308K +11,582 New
ST
133
Spinnaker Trust
Maine
$304K
KFAA
134
Klaas Financial Asset Advisors
Illinois
$297K -$53.3K -2,005 -15%
AM
135
Atwater Malick
Pennsylvania
$296K +$55.1K +2,075 +23%
RBC
136
Roble Belko & Company
Pennsylvania
$280K
TTWM
137
TCV Trust & Wealth Management
Virginia
$275K -$5.98K -225 -2%
RFC
138
Regions Financial Corp
Alabama
$274K
FNBOSM
139
First National Bank of South Miami
Florida
$268K
CFCI
140
Comprehensive Financial Consultants Institutional
Indiana
$265K +$275K +10,335 New
PWM
141
Prentice Wealth Management
New York
$247K -$37.3K -1,404 -13%
DC
142
Davenport & Co
Virginia
$243K
AAS
143
Avantax Advisory Services
Texas
$237K
Kovitz Investment Group Partners
144
Kovitz Investment Group Partners
Illinois
$236K
BEI
145
Benjamin Edwards Inc
Missouri
$236K +$13.3K +502 +6%
Thrivent Financial for Lutherans
146
Thrivent Financial for Lutherans
Minnesota
$228K
TWA
147
Tillar-Wenstrup Advisors
Ohio
$222K +$224K +8,419 New
FPAS
148
Focus Partners Advisor Solutions
Missouri
$221K +$222K +8,350 New
COF
149
Capital One Financial
Virginia
$214K
VNA
150
Valley National Advisers
Pennsylvania
$211K +$25.6K +962 +14%

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.