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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

195 hedge funds and large institutions have $902M invested in iShares iBonds Dec 2025 Term Corporate ETF in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 77 increasing their positions, 47 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more funds holding in top 10

Funds holding in top 10: 512 (+7)

117% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 18

64% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 47

11% more funds holding

Funds holding: 175195 (+20)

4.53% less ownership

Funds ownership: 75.14%70.61% (-4.5%)

8% less capital invested

Capital invested by funds: $975M → $902M (-$73.8M)

Holders
195
Holders Change
+20
Holders Change %
+11.43%
% of All Funds
3.28%
Holding in Top 10
12
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+140%
% of All Funds
0.2%
New
39
Increased
77
Reduced
47
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$114M +$20M +802,845 +21%
CAI
2
Capital Advisors Inc
Oklahoma
$65.6M +$7.54M +302,689 +13%
Morgan Stanley
3
Morgan Stanley
New York
$43M -$2.58M -103,760 -6%
US Bancorp
4
US Bancorp
Minnesota
$33.6M +$3.33M +133,679 +11%
LPL Financial
5
LPL Financial
California
$31.1M +$6.57M +264,082 +27%
Wells Fargo
6
Wells Fargo
California
$29.9M -$2.62M -105,047 -8%
SIC
7
Sigma Investment Counselors
Michigan
$26.9M -$467K -18,773 -2%
UBS Group
8
UBS Group
Switzerland
$24.4M -$5.62M -225,709 -19%
KCM
9
Karp Capital Management
California
$23.7M +$23.9M +960,106 New
RJFSA
10
Raymond James Financial Services Advisors
Florida
$22.1M -$668K -26,816 -3%
Ameriprise
11
Ameriprise
Minnesota
$21.7M +$9.7M +389,561 +80%
RW
12
RVW Wealth
California
$20.3M -$1.15M -46,373 -5%
CIM
13
Corda Investment Management
Texas
$20.1M +$1.09M +43,895 +6%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$17.6M +$4.86M +195,037 +38%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$15.8M +$5.01M +201,382 +46%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$15.3M -$67.6K -2,716 -0.4%
ACM
17
Advisors Capital Management
New Jersey
$15.3M +$15.4M +617,696 New
SVWAG
18
Sound View Wealth Advisors Group
Georgia
$11.7M +$281K +11,301 +2%
CTC
19
Central Trust Company
Missouri
$10.6M +$1.39M +56,004 +15%
WCM
20
Windsor Capital Management
Arizona
$10.2M +$10M +402,421 +3,700%
HighTower Advisors
21
HighTower Advisors
Illinois
$9.97M +$10M +403,628 New
CIA
22
Capital Investment Advisors
Georgia
$9.94M -$30.7M -1,233,290 -75%
RJA
23
Raymond James & Associates
Florida
$9.5M +$2.51M +100,982 +36%
SAM
24
Summit Asset Management
Tennessee
$8.57M +$8.64M +346,908 New
AF
25
Arrow Financial
New York
$8.25M +$6.8M +273,076 +449%

IBDQ Hedge Fund Activity: Q2 2022 in Review

195 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q2 2022, worth a combined $902M — down 7.6% from $975M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new IBDQ positions and 18 closed out — a net gain of 21 holders — while 77 added to existing stakes and 47 trimmed.

The largest buyer was Karp Capital Management, opening a new position worth an estimated $23.9M. The largest seller was Aptus Capital Advisors, exiting entirely with an estimated $185M sold.

  • 195 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q2 2022, up from 175 in Q1 2022.
  • Funds reported $902M of iShares iBonds Dec 2025 Term Corporate ETF stock for Q2 2022, down 7.6% quarter-over-quarter.
  • 39 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q2 2022 and 18 closed out, a net change of +21 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q2 2022 was Karp Capital Management, an estimated $23.9M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q2 2022 was Aptus Capital Advisors, an estimated $185M sold.

Based on aggregated 13F filings for Q2 2022.