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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
Deutsche Bank
176
Deutsche Bank
Germany
$524K +$453K +18,518 +648%
CHAM
177
Clear Harbor Asset Management
Connecticut
$508K
AM
178
Atwater Malick
Pennsylvania
$505K +$30.1K +1,230 +6%
OC
179
Oppenheimer & Co
New York
$492K -$3.74K -153 -0.8%
AAS
180
Avantax Advisory Services
Texas
$488K +$76K +3,111 +19%
MAS
181
Madden Advisory Services
Florida
$483K +$1.86K +76 +0.4%
CAN
182
Cetera Advisor Networks
California
$467K +$66.7K +2,729 +17%
PJSIMP
183
P.J. Schmidt Investment Management (PJS)
Wisconsin
$465K +$243K +9,949 +111%
RBC
184
Roble Belko & Company
Pennsylvania
$462K
WFA
185
Wells Financial Advisors
Massachusetts
$459K
PB
186
Pinnacle Bancorp
Nebraska
$449K +$205K +8,374 +84%
APP
187
Avantax Planning Partners
Iowa
$441K +$32.8K +1,342 +8%
SS
188
Sunbelt Securities
Texas
$440K -$20.4K -833 -4%
HGERS
189
Householder Group Estate & Retirement Specialist
Arizona
$438K +$436K +17,853 New
LSA
190
L & S Advisors
California
$435K +$433K +17,721 New
CWM
191
Cornerstone Wealth Management
Missouri
$432K +$430K +17,593 New
SCA
192
Snowden Capital Advisors
New York
$428K
PIMG
193
Patriot Investment Management Group
Tennessee
$424K +$11K +450 +3%
SPIA
194
Steward Partners Investment Advisory
New York
$423K -$35.3K -1,445 -8%
SWP
195
Summit Wealth Partners
Florida
$422K +$212K +8,661 +101%
VNA
196
Valley National Advisers
Pennsylvania
$408K +$440 +18 +0.1%
MGIA
197
Matthew Goff Investment Advisor
Texas
$405K
WJA
198
Willis Johnson & Associates
Texas
$403K +$402K +16,440 New
KCM
199
Kathmere Capital Management
Pennsylvania
$385K +$1.15K +47 +0.3%
BSSFA
200
Baron Silver Stevens Financial Advisors
Florida
$382K

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.