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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF
IBDQ

Delisted

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

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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: 161 → 174 (+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: 7 → 3 (-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
–

Top Buyers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
+$54.9M
2
Bank of America
Bank of America
North Carolina
+$23.5M
3
TFA
Tobias Financial Advisors
Florida
+$19.2M
4
CIM
Corda Investment Management
Texas
+$17M
5
Jane Street
Jane Street
New York
+$7.53M

Top Sellers

Rank Fund Capital Flow
1
KCM
Karp Capital Management
California
-$18.8M
2
HighTower Advisors
HighTower Advisors
Illinois
-$14.7M
3
RW
RVW Wealth
California
-$2.02M
4
Morgan Stanley
Morgan Stanley
New York
-$2M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
FGAM
176
Financial Gravity Asset Management
Texas
$5.23K -$2.52K -95 -29%
SC
177
Stephens Consulting
Michigan
$5.05K +$5.08K +191 New
BlackRock
178
BlackRock
New York
$3K +$80 +3 +2%
Bessemer Group
179
Bessemer Group
New Jersey
$3K +$3.51K +132 New
AIM
180
Anchor Investment Management
South Carolina
$2.11K – – –
KCM
181
Karp Capital Management
California
– -$18.8M -698,505 Closed
WCM
182
Windsor Capital Management
Arizona
– -$229K -8,546 Closed
MA
183
MCF Advisors
Kentucky
– -$225K -8,390 Closed
RCA
184
Resonant Capital Advisors
Wisconsin
– -$217K -8,086 Closed
EC
185
Estate Counselors
Wisconsin
– -$170K -6,350 Closed
RCA
186
Ranch Capital Advisors
Florida
– -$145K -5,384 Closed
SFC
187
SYM Financial Corp
Indiana
– -$8K -291 Closed
IWA
188
IBEX Wealth Advisors
New Jersey
– -$5K -168 Closed
CWS
189
Confluence Wealth Services
Pennsylvania
– +$425 +16 New
4 5 6 7
8

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.