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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

206 hedge funds and large institutions have $1.08B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 103 increasing their positions, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

129% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 45

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

19% more capital invested

Capital invested by funds: $902M → $1.08B (+$175M)

6% more funds holding

Funds holding: 195206 (+11)

2.7% more ownership

Funds ownership: 70.61%73.31% (+2.7%)

Holders
206
Holders Change
+11
Holders Change %
+5.64%
% of All Funds
3.55%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.26%
New
20
Increased
103
Reduced
45
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RBC
151
Roble Belko & Company
Pennsylvania
$405K +$153K +6,200 +59%
APP
152
Avantax Planning Partners
Iowa
$401K
KCM
153
Kathmere Capital Management
Pennsylvania
$376K +$1.21K +49 +0.3%
AAS
154
Ameritas Advisory Services
Nebraska
$364K -$23.2K -942 -6%
MA
155
Mutual Advisors
Nebraska
$339K +$3.68K +149 +1%
JWCA
156
J.W. Cole Advisors
Florida
$331K +$338K +13,709 New
CWS
157
Cypress Wealth Services
California
$311K
SL
158
SWMG LLC
Texas
$310K +$317K +12,845 New
BONH
159
Bank of New Hampshire
New Hampshire
$309K
FMWA
160
Forvis Mazars Wealth Advisors
Missouri
$306K
GRP
161
Global Retirement Partners
California
$304K +$312K +12,660 New
EGA
162
E&G Advisors
Texas
$302K
SWPG
163
Strategic Wealth Partners Group
Illinois
$293K
TTWM
164
TCV Trust & Wealth Management
Virginia
$289K
Kovitz Investment Group Partners
165
Kovitz Investment Group Partners
Illinois
$288K +$26K +1,052 +10%
ACIM
166
Azimuth Capital Investment Management
Michigan
$283K -$3.01M -122,035 -91%
CCP
167
Cassia Capital Partners
North Carolina
$279K
JAG
168
Journey Advisory Group
Kentucky
$276K -$91.3K -3,700 -24%
MC
169
Moors & Cabot
Massachusetts
$266K
VNA
170
Valley National Advisers
Pennsylvania
$263K +$6.93K +281 +3%
HWM
171
Horizons Wealth Management
North Carolina
$258K
MFG
172
MTM Financial Group
Pennsylvania
$251K -$554K -22,444 -66%
AWE
173
Avidian Wealth Enterprises
Texas
$242K -$10.4K -422 -4%
PB
174
Pinnacle Bancorp
Nebraska
$240K +$76.6K +3,104 +45%
CAM
175
Claret Asset Management
Quebec, Canada
$238K

IBDQ Hedge Fund Activity: Q3 2022 in Review

206 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q3 2022, worth a combined $1.08B — up 19% from $902M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IBDQ positions and 8 closed out — a net gain of 12 holders — while 103 added to existing stakes and 45 trimmed.

The largest buyer was Summitry LLC, opening a new position worth an estimated $32.9M. The largest seller was HighTower Advisors, exiting entirely with an estimated $9.96M sold.

  • 206 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q3 2022, up from 195 in Q2 2022.
  • Funds reported $1.08B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q3 2022, up 19% quarter-over-quarter.
  • 20 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q3 2022 and 8 closed out, a net change of +12 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q3 2022 was Summitry LLC, an estimated $32.9M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q3 2022 was HighTower Advisors, an estimated $9.96M sold.

Based on aggregated 13F filings for Q3 2022.