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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
OCAM
201
Onex Canada Asset Management
Ontario, Canada
$377K
MA
202
Mutual Advisors
Nebraska
$367K +$22.1K +904 +6%
ANTB
203
AMG National Trust Bank
Colorado
$366K +$365K +14,934 New
CSIA
204
Conrad Siegel Investment Advisors
Pennsylvania
$343K +$1.74K +71 +0.5%
TFS
205
Thoroughbred Financial Services
Tennessee
$343K +$342K +14,015 New
SL
206
SWMG LLC
Texas
$343K +$27.2K +1,114 +9%
GAM
207
Gould Asset Management
California
$338K -$133K -5,460 -28%
JAG
208
Journey Advisory Group
Kentucky
$328K +$52.2K +2,138 +19%
RSWM
209
Robertson Stephens Wealth Management
California
$319K
BONH
210
Bank of New Hampshire
New Hampshire
$314K
CWS
211
Cypress Wealth Services
California
$313K -$2.52K -103 -0.8%
EGA
212
E&G Advisors
Texas
$307K
WA
213
Waterford Advisors
New York
$302K
VA
214
Valmark Advisers
Ohio
$301K
HWM
215
Horizons Wealth Management
North Carolina
$294K
Kovitz Investment Group Partners
216
Kovitz Investment Group Partners
Illinois
$293K
CCP
217
Cassia Capital Partners
North Carolina
$284K
TTWM
218
TCV Trust & Wealth Management
Virginia
$278K
KWM
219
Kingsview Wealth Management
Oregon
$278K +$17.8K +730 +7%
CFGS
220
Concourse Financial Group Securities
Alabama
$269K +$40.4K +1,654 +18%
Cetera Investment Advisers
221
Cetera Investment Advisers
Illinois
$267K +$17.5K +716 +7%
Thrivent Financial for Lutherans
222
Thrivent Financial for Lutherans
Minnesota
$267K +$266K +10,901 New
AC
223
AlphaCore Capital
California
$262K
GP
224
Geneva Partners
Wisconsin
$253K -$309K -12,628 -55%
BSG
225
Black Swift Group
Colorado
$245K +$237K +9,700 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.