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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

233 hedge funds and large institutions have $1.27B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2022 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 104 increasing their positions, 53 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

161% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 18

96% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 53

18% more capital invested

Capital invested by funds: $1.08B → $1.27B (+$198M)

13% more funds holding

Funds holding: 206233 (+27)

1.17% more ownership

Funds ownership: 73.31%74.48% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

Holders
233
Holders Change
+27
Holders Change %
+13.11%
% of All Funds
3.74%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
47
Increased
104
Reduced
53
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
$141M +$24.1M +994,534 +21%
UBS Group
2
UBS Group
Switzerland
$82.5M +$42.5M +1,754,960 +107%
CAI
3
Capital Advisors Inc
Oklahoma
$61.1M -$5.34M -220,305 -8%
Morgan Stanley
4
Morgan Stanley
New York
$50.2M +$8.19M +338,015 +20%
Wells Fargo
5
Wells Fargo
California
$46.7M +$5.07M +209,107 +12%
LPL Financial
6
LPL Financial
California
$37.4M +$180K +7,438 +0.5%
Ameriprise
7
Ameriprise
Minnesota
$34.8M +$6.19M +255,640 +22%
US Bancorp
8
US Bancorp
Minnesota
$33.4M -$1.18M -48,901 -3%
SL
9
Summitry LLC
California
$31.9M -$470K -19,404 -1%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$30.6M +$4.58M +189,268 +18%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$28.1M +$4.41M +182,105 +19%
SIC
12
Sigma Investment Counselors
Michigan
$25.4M -$1.72M -70,949 -6%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$25.1M +$3.47M +143,066 +16%
CIM
14
Corda Investment Management
Texas
$23.6M +$47K +1,941 +0.2%
SVWAG
15
Sound View Wealth Advisors Group
Georgia
$20.8M +$8.68M +358,462 +75%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$20M +$5.11M +210,834 +35%
RW
17
RVW Wealth
California
$19.9M +$9.62M +397,064 +94%
ACM
18
Advisors Capital Management
New Jersey
$18.6M +$1.14M +47,042 +7%
HighTower Advisors
19
HighTower Advisors
Illinois
$16.1M
GA
20
Gateway Advisory
New Jersey
$16.1M -$7.87M -324,938 -33%
CTC
21
Central Trust Company
Missouri
$13.3M +$938K +38,728 +8%
MCM
22
MV Capital Management
Maryland
$12.7M +$12.7M +523,692 New
WIC
23
Woodmont Investment Counsel
Tennessee
$12.5M +$2.02M +83,589 +19%
NA
24
NewEdge Advisors
Louisiana
$12.3M +$18.5M +763,281 +379%
SAM
25
Summit Asset Management
Tennessee
$12.2M +$2.41M +99,571 +25%

IBDQ Hedge Fund Activity: Q4 2022 in Review

233 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q4 2022, worth a combined $1.27B — up 18% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new IBDQ positions and 18 closed out — a net gain of 29 holders — while 104 added to existing stakes and 53 trimmed.

The largest buyer was UBS Group, adding an estimated $42.5M. The largest seller was CFS Investment Advisory Services, cutting an estimated $18.9M.

  • 233 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q4 2022, up from 206 in Q3 2022.
  • Funds reported $1.27B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q4 2022, up 18% quarter-over-quarter.
  • 47 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q4 2022 and 18 closed out, a net change of +29 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q4 2022 was UBS Group, an estimated $42.5M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $18.9M sold.

Based on aggregated 13F filings for Q4 2022.