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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

175 hedge funds and large institutions have $975M invested in iShares iBonds Dec 2025 Term Corporate ETF in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 87 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 38

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

35% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 17

1% more funds holding

Funds holding: 174175 (+1)

0.23% more ownership

Funds ownership: 74.91%75.14% (+0.23%)

1% less capital invested

Capital invested by funds: $981M → $975M (-$5.62M)

Holders
175
Holders Change
+1
Holders Change %
+0.57%
% of All Funds
2.76%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
23
Increased
87
Reduced
38
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$185M +$13.6M +525,550 +8%
Bank of America
2
Bank of America
North Carolina
$96.6M +$4.39M +169,978 +5%
CAI
3
Capital Advisors Inc
Oklahoma
$59.4M +$1.8M +69,923 +3%
Morgan Stanley
4
Morgan Stanley
New York
$46.5M -$5.36M -207,595 -10%
CIA
5
Capital Investment Advisors
Georgia
$41.3M +$1.83M +70,991 +5%
Wells Fargo
6
Wells Fargo
California
$33.2M +$2.26M +87,766 +7%
US Bancorp
7
US Bancorp
Minnesota
$31M +$3.47M +134,582 +12%
UBS Group
8
UBS Group
Switzerland
$30.6M +$6.95M +269,549 +29%
SIC
9
Sigma Investment Counselors
Michigan
$28M +$1.65M +63,917 +6%
LPL Financial
10
LPL Financial
California
$25.1M +$715K +27,729 +3%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$23.3M +$225K +8,718 +1%
RW
12
RVW Wealth
California
$21.9M -$357K -13,854 -2%
CIM
13
Corda Investment Management
Texas
$19.4M +$1.22M +47,109 +7%
HighTower Advisors
14
HighTower Advisors
Illinois
$18M
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$15.7M +$1.43M +55,261 +10%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$13M +$2.28M +88,295 +21%
Ameriprise
17
Ameriprise
Minnesota
$12.4M +$3.07M +118,874 +32%
SVWAG
18
Sound View Wealth Advisors Group
Georgia
$11.7M +$1.43M +55,422 +14%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$11.1M +$1.15M +44,453 +11%
Truist Financial
20
Truist Financial
North Carolina
$10.4M +$5.79M +224,488 +120%
CTC
21
Central Trust Company
Missouri
$9.42M +$41.1K +1,592 +0.4%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$7.87M -$2.11M -81,647 -21%
GA
23
Gateway Advisory
New Jersey
$7.85M -$13.9K -539 -0.2%
Jane Street
24
Jane Street
New York
$7.79M +$648K +25,118 +9%
TF
25
TLWM Financial
Texas
$7.19M -$59.3K -2,297 -0.8%

IBDQ Hedge Fund Activity: Q1 2022 in Review

175 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q1 2022, worth a combined $975M — down 0.57% from $981M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IBDQ positions and 17 closed out — a net gain of 6 holders — while 87 added to existing stakes and 38 trimmed.

The largest buyer was CFS Investment Advisory Services, adding an estimated $17.4M. The largest seller was Tobias Financial Advisors, exiting entirely with an estimated $19.1M sold.

  • 175 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q1 2022, up from 174 in Q4 2021.
  • Funds reported $975M of iShares iBonds Dec 2025 Term Corporate ETF stock for Q1 2022, down 0.57% quarter-over-quarter.
  • 23 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q1 2022 and 17 closed out, a net change of +6 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $17.4M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q1 2022 was Tobias Financial Advisors, an estimated $19.1M sold.

Based on aggregated 13F filings for Q1 2022.