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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF
IBDQ

Delisted

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

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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: 233 → 254 (+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: 15 → 13 (-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
–

Top Buyers

Rank Fund Capital Flow
1
NA
NewEdge Advisors
Louisiana
+$20.5M
2
HighTower Advisors
HighTower Advisors
Illinois
+$16.7M
3
Morgan Stanley
Morgan Stanley
New York
+$15.3M
4
Bank of America
Bank of America
North Carolina
+$14.4M
5
Stifel Financial
Stifel Financial
Missouri
+$13.9M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$27.9M
2
RPSA
Richard P. Slaughter Associates
Texas
-$9.05M
3
WWM
WJ Wealth Management
Arizona
-$6.58M
4
Ameriprise
Ameriprise
Minnesota
-$5.67M
5
MMA
Miracle Mile Advisors
California
-$4.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
MTWM
126
Masso Torrence Wealth Management
New Jersey
$1.24M +$149K +6,109 +14%
CCM
127
Coldstream Capital Management
Washington
$1.18M +$61.2K +2,503 +5%
NDSI
128
Newman Dignan & Sheerar Inc
Rhode Island
$1.18M +$37.1K +1,519 +3%
EW
129
Element Wealth
Mississippi
$1.14M +$677K +27,722 +147%
DE
130
Day & Ennis
Georgia
$1.07M +$2.69K +110 +0.3%
ECM
131
Exchange Capital Management
Michigan
$1.07M -$9.34K -382 -0.9%
PFM
132
Phillips Financial Management
Indiana
$1.06M +$1.06M +43,308 New
MWM
133
Maltin Wealth Management
New Jersey
$1.05M -$1.22M -50,128 -54%
MA
134
MONECO Advisors
Connecticut
$1.04M +$1.04M +42,467 New
NC
135
NovaPoint Capital
Georgia
$1.04M +$1.44K +59 +0.1%
CA
136
Cetera Advisors
Colorado
$1.03M +$99.3K +4,062 +11%
BWM
137
BerganKDV Wealth Management
Minnesota
$1.02M +$77K +3,150 +8%
BSAM
138
Blue Square Asset Management
New York
$989K – – –
SWM
139
Segment Wealth Management
Texas
$985K +$187K +7,660 +24%
PGAM
140
Princeton Global Asset Management
New Jersey
$962K +$352K +14,401 +58%
HIA
141
Harbor Investment Advisory
Maryland
$946K – – –
SPC
142
Sigma Planning Corp
Michigan
$913K +$244K +9,992 +37%
LNC
143
Lincoln National Corp
Pennsylvania
$907K – – –
FNB
144
Farmers National Bank
Kentucky
$906K +$52K +2,126 +6%
Rockefeller Capital Management
145
Rockefeller Capital Management
New York
$876K -$18K -738 -2%
CIAS
146
CFS Investment Advisory Services
New Jersey
$855K +$12.9K +527 +2%
SFO
147
Stokes Family Office
Louisiana
$834K – – –
SF
148
Safeguard Financial
Wisconsin
$830K +$34.9K +1,429 +4%
MMHP
149
Murphy Middleton Hinkle & Parker
Georgia
$825K -$5.06K -207 -0.6%
GBWM
150
Granite Bay Wealth Management
New Hampshire
$807K +$804K +32,900 New
4 5
6
7 8

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.