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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

233 hedge funds and large institutions have $1.27B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2022 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 104 increasing their positions, 53 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 18

96% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 53

18% more capital invested

Capital invested by funds: $1.08B → $1.27B (+$198M)

13% more funds holding

Funds holding: 206233 (+27)

1.17% more ownership

Funds ownership: 73.31%74.48% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

Holders
233
Holders Change
+27
Holders Change %
+13.11%
% of All Funds
3.74%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
47
Increased
104
Reduced
53
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
126
Rockefeller Capital Management
New York
$887K +$81.8K +3,375 +10%
FNB
127
Farmers National Bank
Kentucky
$846K +$113K +4,659 +15%
BSAM
128
Blue Square Asset Management
New York
$844K -$835K -34,451 Closed
IF
129
Ironwood Financial
Arizona
$844K +$841K +34,702 New
CIAS
130
CFS Investment Advisory Services
New Jersey
$835K -$18.9M -780,061 -96%
SFO
131
Stokes Family Office
Louisiana
$827K -$61.8K -2,550 -7%
MMHP
132
Murphy Middleton Hinkle & Parker
Georgia
$823K
CIA
133
Covington Investment Advisors
Pennsylvania
$818K +$246K +10,145 +43%
GVAG
134
Great Valley Advisor Group
Delaware
$808K +$93.6K +3,863 +13%
SWM
135
Segment Wealth Management
Texas
$790K +$291K +11,993 +59%
SF
136
Safeguard Financial
Wisconsin
$788K +$785K +32,412 New
TB
137
Treynor Bancshares
Iowa
$723K
4WM
138
4J Wealth Management
Virginia
$681K +$263K +10,854 +63%
AIM
139
Arcadia Investment Management
Michigan
$677K
SPC
140
Sigma Planning Corp
Michigan
$662K +$659K +27,213 New
RFC
141
Regions Financial Corp
Alabama
$635K +$127K +5,245 +25%
DWT
142
Dorsey & Whitney Trust
South Dakota
$632K
ATPW
143
Ashton Thomas Private Wealth
Arizona
$626K +$3.95K +163 +0.6%
SI
144
Stephens Inc
Arkansas
$615K
KTC
145
Kistler-Tiffany Companies
Pennsylvania
$610K -$766K -31,626 -56%
PGAM
146
Princeton Global Asset Management
New Jersey
$603K -$103K -4,258 -15%
FNT
147
First National Trust
Pennsylvania
$596K +$593K +24,500 New
FMWA
148
Forvis Mazars Wealth Advisors
Missouri
$583K
GHA
149
Granite Harbor Advisors
Texas
$580K +$578K +23,867 New
BEI
150
Benjamin Edwards Inc
Missouri
$580K +$25.5K +1,051 +5%

IBDQ Hedge Fund Activity: Q4 2022 in Review

233 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q4 2022, worth a combined $1.27B — up 18% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new IBDQ positions and 18 closed out — a net gain of 29 holders — while 104 added to existing stakes and 53 trimmed.

The largest buyer was UBS Group, adding an estimated $42.5M. The largest seller was CFS Investment Advisory Services, cutting an estimated $18.9M.

  • 233 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q4 2022, up from 206 in Q3 2022.
  • Funds reported $1.27B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q4 2022, up 18% quarter-over-quarter.
  • 47 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q4 2022 and 18 closed out, a net change of +29 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q4 2022 was UBS Group, an estimated $42.5M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $18.9M sold.

Based on aggregated 13F filings for Q4 2022.