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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

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: 161174 (+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: 73 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$179M +$54.9M +2,067,130 +44%
Bank of America
2
Bank of America
North Carolina
$96.5M +$23.5M +885,133 +32%
CAI
3
Capital Advisors Inc
Oklahoma
$60.3M +$786K +29,559 +1%
Morgan Stanley
4
Morgan Stanley
New York
$54.2M -$2M -75,089 -4%
CIA
5
Capital Investment Advisors
Georgia
$41.3M +$1.76M +66,138 +4%
Wells Fargo
6
Wells Fargo
California
$32.4M +$1.06M +39,980 +3%
US Bancorp
7
US Bancorp
Minnesota
$28.9M +$3.83M +143,981 +15%
SIC
8
Sigma Investment Counselors
Michigan
$27.6M +$1.23M +46,129 +5%
LPL Financial
9
LPL Financial
California
$25.5M +$1.46M +54,951 +6%
UBS Group
10
UBS Group
Switzerland
$24.9M -$410K -15,438 -2%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$24.1M +$339K +12,767 +1%
RW
12
RVW Wealth
California
$23.3M -$2.02M -76,061 -8%
CIM
13
Corda Investment Management
Texas
$19.1M +$17M +639,219 +769%
TFA
14
Tobias Financial Advisors
Florida
$19.1M +$19.2M +722,345 New
HighTower Advisors
15
HighTower Advisors
Illinois
$18.6M -$14.7M -553,067 Closed
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$14.9M +$711K +26,742 +5%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$11.3M +$1.07M +40,141 +10%
SVWAG
18
Sound View Wealth Advisors Group
Georgia
$10.8M +$910K +34,221 +9%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$10.4M -$47.3K -1,780 -0.5%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$10.4M +$769K +28,919 +8%
CTC
21
Central Trust Company
Missouri
$9.81M +$67.7K +2,547 +0.7%
Ameriprise
22
Ameriprise
Minnesota
$9.8M +$828K +31,138 +9%
GA
23
Gateway Advisory
New Jersey
$8.23M -$7.71K -290 -0.1%
TF
24
TLWM Financial
Texas
$7.59M -$65.5K -2,465 -0.9%
Jane Street
25
Jane Street
New York
$7.49M +$7.53M +283,464 New

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.