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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

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: 233254 (+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: 1513 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
SCI
151
Stableford Capital II
Arizona
$788K +$792K +32,412 New
4WM
152
4J Wealth Management
Virginia
$787K +$99.4K +4,067 +15%
SWA
153
Sax Wealth Advisors
New Jersey
$782K +$779K +31,880 New
GVAG
154
Great Valley Advisor Group
Delaware
$765K -$48.9K -2,000 -6%
FNT
155
First National Trust
Pennsylvania
$756K +$154K +6,317 +26%
Carson Wealth (CWM LLC)
156
Carson Wealth (CWM LLC)
Nebraska
$753K +$604K +24,736 +414%
RFC
157
Regions Financial Corp
Alabama
$749K +$109K +4,446 +17%
SL
158
Sentinus LLC
Illinois
$747K +$744K +30,450 New
FIB
159
First Interstate Bank
Montana
$741K +$344K +14,083 +87%
TB
160
Treynor Bancshares
Iowa
$731K +$1.34K +55 +0.2%
HS
161
Horan Securities
United States
$711K +$575K +23,543 +433%
CPRC
162
Consolidated Portfolio Review Corp
New York
$690K +$687K +28,110 New
AIM
163
Arcadia Investment Management
Michigan
$683K
MSWM
164
McGlone Suttner Wealth Management
Wisconsin
$670K +$667K +27,301 New
DWT
165
Dorsey & Whitney Trust
South Dakota
$638K
ATPW
166
Ashton Thomas Private Wealth
Arizona
$633K +$1.98K +81 +0.3%
SI
167
Stephens Inc
Arkansas
$620K
GHA
168
Granite Harbor Advisors
Texas
$612K +$26.8K +1,097 +5%
CTA
169
Chesley Taft & Associates
Illinois
$608K +$225K +9,200 +59%
GGI
170
Godsey & Gibb Inc
Virginia
$599K -$1.19M -48,496 -67%
FMWA
171
Forvis Mazars Wealth Advisors
Missouri
$588K
KTC
172
Kistler-Tiffany Companies
Pennsylvania
$579K -$36.7K -1,500 -6%
DWM
173
Dakota Wealth Management
Florida
$557K
JHCP
174
Jackson Hole Capital Partners
Oklahoma
$556K -$12.5K -512 -2%
NEPWA
175
New England Private Wealth Advisors
Massachusetts
$555K +$553K +22,634 New

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.