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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
BSAM
126
Blue Square Asset Management
New York
$635K +$640K +25,704 New
ATPW
127
Ashton Thomas Private Wealth
Arizona
$627K +$632K +25,397 New
SI
128
Stephens Inc
Arkansas
$625K
MSFS
129
Main Street Financial Solutions
Pennsylvania
$565K +$42.3K +1,700 +8%
CIA
130
Covington Investment Advisors
Pennsylvania
$554K
NDSI
131
Newman Dignan & Sheerar Inc
Rhode Island
$537K +$541K +21,735 New
BEI
132
Benjamin Edwards Inc
Missouri
$535K +$65.4K +2,626 +14%
RFC
133
Regions Financial Corp
Alabama
$525K +$274K +11,000 +107%
SWM
134
Segment Wealth Management
Texas
$506K
JHCP
135
Jackson Hole Capital Partners
Oklahoma
$497K
Cambridge Investment Research Advisors
136
Cambridge Investment Research Advisors
Iowa
$476K -$346K -13,914 -42%
MAS
137
Madden Advisory Services
Florida
$457K -$272K -10,944 -37%
WFA
138
Wells Financial Advisors
Massachusetts
$453K
AM
139
Atwater Malick
Pennsylvania
$425K +$120K +4,833 +39%
MML Investors Services
140
MML Investors Services
Massachusetts
$411K -$37.7K -1,513 -8%
APP
141
Avantax Planning Partners
Iowa
$411K
AAS
142
Ameritas Advisory Services
Nebraska
$396K -$16.6K -668 -4%
KCM
143
Kathmere Capital Management
Pennsylvania
$384K +$1.07K +43 +0.3%
JAG
144
Journey Advisory Group
Kentucky
$379K +$154K +6,200 +69%
Renaissance Technologies
145
Renaissance Technologies
New York
$373K +$376K +15,095 New
MA
146
Mutual Advisors
Nebraska
$344K +$346K +13,914 New
CWS
147
Cypress Wealth Services
California
$318K
SPIA
148
Steward Partners Investment Advisory
New York
$316K -$13.3K -533 -4%
BONH
149
Bank of New Hampshire
New Hampshire
$316K +$10.6K +425 +3%
FMWA
150
Forvis Mazars Wealth Advisors
Missouri
$314K

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.