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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
JHCP
151
Jackson Hole Capital Partners
Oklahoma
$563K
GP
152
Geneva Partners
Wisconsin
$558K -$18.4K -759 -3%
DWM
153
Dakota Wealth Management
Florida
$552K -$23.1K -955 -4%
OC
154
Oppenheimer & Co
New York
$492K +$490K +20,224 New
MAS
155
Madden Advisory Services
Florida
$477K +$26.7K +1,104 +6%
AM
156
Atwater Malick
Pennsylvania
$470K +$10.2K +420 +2%
GAM
157
Gould Asset Management
California
$468K +$466K +19,235 New
RBC
158
Roble Belko & Company
Pennsylvania
$458K +$49.8K +2,056 +12%
EW
159
Element Wealth
Mississippi
$458K +$412K +17,023 +943%
SS
160
Sunbelt Securities
Texas
$457K +$20.2K +833 +5%
WFA
161
Wells Financial Advisors
Massachusetts
$455K +$9.21K +380 +2%
SPIA
162
Steward Partners Investment Advisory
New York
$454K -$1.38K -57 -0.3%
VVP
163
Venture Visionary Partners
Ohio
$422K
PIMG
164
Patriot Investment Management Group
Tennessee
$414K
AAS
165
Avantax Advisory Services
Texas
$408K +$407K +16,795 New
VNA
166
Valley National Advisers
Pennsylvania
$406K +$137K +5,646 +52%
APP
167
Avantax Planning Partners
Iowa
$405K
MGIA
168
Matthew Goff Investment Advisor
Texas
$402K -$1.43M -59,232 -78%
CAN
169
Cetera Advisor Networks
California
$397K +$395K +16,316 New
FIB
170
First Interstate Bank
Montana
$392K -$355K -14,650 -48%
AAS
171
Ameritas Advisory Services
Nebraska
$388K +$21.3K +879 +6%
KCM
172
Kathmere Capital Management
Pennsylvania
$381K +$1.91K +79 +0.5%
CTA
173
Chesley Taft & Associates
Illinois
$379K +$378K +15,600 New
OCAM
174
Onex Canada Asset Management
Ontario, Canada
$374K +$372K +15,373 New
BI
175
Bramshill Investments
Florida
$373K +$372K +15,347 New

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.