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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
EGA
151
E&G Advisors
Texas
$309K
SWPG
152
Strategic Wealth Partners Group
Illinois
$300K -$28.4K -1,139 -9%
TTWM
153
TCV Trust & Wealth Management
Virginia
$296K +$9.96K +400 +3%
CCP
154
Cassia Capital Partners
North Carolina
$286K
BPA
155
Beacon Pointe Advisors
California
$273K -$7.92K -318 -3%
Kovitz Investment Group Partners
156
Kovitz Investment Group Partners
Illinois
$269K
HWM
157
Horizons Wealth Management
North Carolina
$266K +$266K +10,703 New
VNA
158
Valley National Advisers
Pennsylvania
$264K +$66K +2,651 +33%
RBC
159
Roble Belko & Company
Pennsylvania
$261K
AWE
160
Avidian Wealth Enterprises
Texas
$258K -$18.8K -755 -7%
CFCI
161
Comprehensive Financial Consultants Institutional
Indiana
$255K
CAM
162
Claret Asset Management
Quebec, Canada
$244K +$3.11K +125 +1%
AAS
163
Avantax Advisory Services
Texas
$241K +$243K +9,761 New
FNBOSM
164
First National Bank of South Miami
Florida
$237K -$13.5K -543 -5%
FPAS
165
Focus Partners Advisor Solutions
Missouri
$209K
ST
166
Spinnaker Trust
Maine
$206K -$83.5K -3,355 -29%
FFA
167
Fragasso Financial Advisors
Pennsylvania
$202K +$204K +8,192 New
KFAA
168
Klaas Financial Asset Advisors
Illinois
$192K -$1.57K -63 -0.8%
OHWP
169
Oak Harbor Wealth Partners
North Carolina
$191K +$37.1K +1,492 +24%
AC
170
AlphaCore Capital
California
$179K +$180K +7,250 New
PB
171
Pinnacle Bancorp
Nebraska
$169K +$104K +4,197 +159%
CFGS
172
Concourse Financial Group Securities
Alabama
$160K +$161K +6,468 New
FRA
173
Front Row Advisors
California
$154K
AF
174
Allworth Financial
California
$149K +$573 +23 +0.4%
Carson Wealth (CWM LLC)
175
Carson Wealth (CWM LLC)
Nebraska
$148K +$138K +5,536 +1,250%

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.