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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

206 hedge funds and large institutions have $1.08B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 103 increasing their positions, 45 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

129% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 45

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

19% more capital invested

Capital invested by funds: $902M → $1.08B (+$175M)

6% more funds holding

Funds holding: 195206 (+11)

2.7% more ownership

Funds ownership: 70.61%73.31% (+2.7%)

Holders
206
Holders Change
+11
Holders Change %
+5.64%
% of All Funds
3.55%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.26%
New
20
Increased
103
Reduced
45
Closed
8
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
$116M +$4.49M +181,787 +4%
CAI
2
Capital Advisors Inc
Oklahoma
$65.6M +$1.92M +77,912 +3%
Morgan Stanley
3
Morgan Stanley
New York
$41.7M -$317K -12,842 -0.7%
Wells Fargo
4
Wells Fargo
California
$41.3M +$12.4M +501,567 +41%
UBS Group
5
UBS Group
Switzerland
$39.5M +$16M +648,674 +66%
LPL Financial
6
LPL Financial
California
$37M +$6.72M +272,445 +22%
US Bancorp
7
US Bancorp
Minnesota
$34.3M +$1.46M +59,075 +4%
SL
8
Summitry LLC
California
$32.2M +$32.9M +1,332,423 New
Ameriprise
9
Ameriprise
Minnesota
$28.4M +$7.31M +296,186 +34%
SIC
10
Sigma Investment Counselors
Michigan
$26.9M +$661K +26,808 +2%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$25.8M +$4.35M +176,158 +20%
GA
12
Gateway Advisory
New Jersey
$23.8M +$16.6M +674,736 +217%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$23.5M +$6.5M +263,285 +37%
CIM
14
Corda Investment Management
Texas
$23.4M +$3.82M +154,928 +19%
KCM
15
Karp Capital Management
California
$22.2M -$997K -40,394 -4%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$21.4M +$6.11M +247,743 +39%
ACM
17
Advisors Capital Management
New Jersey
$17.4M +$2.42M +98,136 +16%
Jane Street
18
Jane Street
New York
$16.6M +$16.9M +686,963 New
HighTower Advisors
19
HighTower Advisors
Illinois
$15.2M -$9.96M -403,628 Closed
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$14.7M -$202K -8,186 -1%
CTC
21
Central Trust Company
Missouri
$12.3M +$1.97M +79,832 +19%
SVWAG
22
Sound View Wealth Advisors Group
Georgia
$11.6M +$168K +6,796 +1%
WIC
23
Woodmont Investment Counsel
Tennessee
$10.3M +$3.05M +123,758 +41%
WCM
24
Windsor Capital Management
Arizona
$10.3M +$295K +11,937 +3%
RW
25
RVW Wealth
California
$10.2M -$9.85M -399,223 -49%

IBDQ Hedge Fund Activity: Q3 2022 in Review

206 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q3 2022, worth a combined $1.08B — up 19% from $902M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IBDQ positions and 8 closed out — a net gain of 12 holders — while 103 added to existing stakes and 45 trimmed.

The largest buyer was Summitry LLC, opening a new position worth an estimated $32.9M. The largest seller was HighTower Advisors, exiting entirely with an estimated $9.96M sold.

  • 206 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q3 2022, up from 195 in Q2 2022.
  • Funds reported $1.08B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q3 2022, up 19% quarter-over-quarter.
  • 20 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q3 2022 and 8 closed out, a net change of +12 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q3 2022 was Summitry LLC, an estimated $32.9M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q3 2022 was HighTower Advisors, an estimated $9.96M sold.

Based on aggregated 13F filings for Q3 2022.