We are live on ! Find out more
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
TTWM
126
TCV Trust & Wealth Management
Virginia
$293K +$30.3K +1,175 +11%
CCP
127
Cassia Capital Partners
North Carolina
$292K
BPA
128
Beacon Pointe Advisors
California
$288K +$295K +11,423 New
AWE
129
Avidian Wealth Enterprises
Texas
$283K +$289K +11,192 New
Kovitz Investment Group Partners
130
Kovitz Investment Group Partners
Illinois
$275K +$58.6K +2,270 +26%
WCM
131
Windsor Capital Management
Arizona
$274K +$281K +10,877 New
RBC
132
Roble Belko & Company
Pennsylvania
$267K
IA
133
IFG Advisory
Georgia
$264K -$130K -5,045 -33%
IGGA
134
Iron Gate Global Advisors
Utah
$260K -$241K -9,357 -48%
RFC
135
Regions Financial Corp
Alabama
$259K -$2.99K -116 -1%
CFCI
136
Comprehensive Financial Consultants Institutional
Indiana
$256K
FNBOSM
137
First National Bank of South Miami
Florida
$256K
CP
138
Camelot Portfolios
Ohio
$253K +$258K +10,000 New
RGF
139
Retirement Guys Formula
Ohio
$253K +$258K +10,000 New
CAM
140
Claret Asset Management
Quebec, Canada
$246K -$96.7K -3,750 -28%
BMM
141
Buffington Mohr McNeal
Idaho
$245K -$132K -5,127 -35%
JP Morgan Chase
142
JP Morgan Chase
New York
$244K +$232K +9,005 +1,352%
IF
143
Ironwood Financial
Arizona
$241K +$246K +9,541 New
JAG
144
Journey Advisory Group
Kentucky
$226K +$231K +8,957 New
FPAS
145
Focus Partners Advisor Solutions
Missouri
$213K +$2.45K +95 +1%
MA
146
MCF Advisors
Kentucky
$212K +$216K +8,390 New
WGCA
147
Wolf Group Capital Advisors
Virginia
$208K -$567K -21,969 -73%
D
148
Diversified
Delaware
$208K +$212K +8,232 New
AAS
149
Avantax Advisory Services
Texas
$205K
VNA
150
Valley National Advisers
Pennsylvania
$202K +$258 +10 +0.1%

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.