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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
CCA
151
Childress Capital Advisors
Texas
$209K -$51.7K -1,944 -20%
FRA
152
Front Row Advisors
California
$165K
AF
153
Allworth Financial
California
$159K +$957 +36 +0.6%
OHWP
154
Oak Harbor Wealth Partners
North Carolina
$129K +$130K +4,881 New
KOCAA
155
Knights of Columbus Asset Advisors
Connecticut
$97K
AA
156
AlphaMark Advisors
Kentucky
$80K
IA
157
IFP Advisors
Florida
$61K
CA
158
CoreCap Advisors
Michigan
$58K +$58.5K +2,200 New
HI
159
Harbour Investments
Wisconsin
$56K -$78.9K -2,969 -58%
M
160
MOTCO
Texas
$54K -$25.1K -945 -32%
Rockefeller Capital Management
161
Rockefeller Capital Management
New York
$54K
GWM
162
Geneos Wealth Management
Colorado
$51K
ANBT
163
American National Bank & Trust
Texas
$49K
HNB
164
Huntington National Bank
Ohio
$49K
PP
165
Prosperity Planning
Missouri
$49K
TAM
166
Tucker Asset Management
Colorado
$47.5K +$47.7K +1,795 New
NSB
167
Norway Savings Bank
Maine
$46K
MWM
168
Mascoma Wealth Management
New Hampshire
$40K
TC
169
Trust Company
Kansas
$40K
CFGS
170
Concourse Financial Group Securities
Alabama
$32K
PB
171
Pinnacle Bancorp
Nebraska
$28K
JP Morgan Chase
172
JP Morgan Chase
New York
$18K -$4.97K -187 -22%
Carson Wealth (CWM LLC)
173
Carson Wealth (CWM LLC)
Nebraska
$12K +$11.8K +443 New
NFG
174
Next Financial Group
Texas
$9K
CYG
175
Clean Yield Group
Vermont
$8K

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.