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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

254 hedge funds and large institutions have $1.46B invested in iShares iBonds Dec 2025 Term Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 128 increasing their positions, 51 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 13

151% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 51

14% more capital invested

Capital invested by funds: $1.27B → $1.46B (+$183M)

9% more funds holding

Funds holding: 233254 (+21)

2.38% less ownership

Funds ownership: 74.48%72.1% (-2.4%)

13% less funds holding in top 10

Funds holding in top 10: 1513 (-2)

Holders
254
Holders Change
+21
Holders Change %
+9.01%
% of All Funds
4.05%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.21%
New
38
Increased
128
Reduced
51
Closed
13
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
$157M +$14.4M +589,125 +10%
CAI
2
Capital Advisors Inc
Oklahoma
$70.8M +$9.18M +375,505 +15%
Morgan Stanley
3
Morgan Stanley
New York
$66M +$15.3M +625,840 +30%
UBS Group
4
UBS Group
Switzerland
$55.1M -$27.9M -1,142,894 -34%
NA
5
NewEdge Advisors
Louisiana
$44.2M +$20.5M +838,532 +87%
Wells Fargo
6
Wells Fargo
California
$43.1M -$3.95M -161,824 -8%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$38.5M +$7.6M +310,832 +25%
LPL Financial
8
LPL Financial
California
$34.7M -$3.02M -123,519 -8%
US Bancorp
9
US Bancorp
Minnesota
$33.6M -$79.4K -3,251 -0.2%
SL
10
Summitry LLC
California
$32.8M +$551K +22,529 +2%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$32M +$3.58M +146,401 +13%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$30.1M +$4.82M +197,102 +19%
Ameriprise
13
Ameriprise
Minnesota
$29.4M -$5.67M -231,920 -16%
ACM
14
Advisors Capital Management
New Jersey
$27.3M +$8.6M +351,908 +46%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$26.8M +$6.64M +271,592 +33%
CIM
16
Corda Investment Management
Texas
$25.5M +$1.74M +71,105 +7%
SIC
17
Sigma Investment Counselors
Michigan
$24.2M -$1.44M -59,095 -6%
Stifel Financial
18
Stifel Financial
Missouri
$20.9M +$13.9M +567,538 +199%
RW
19
RVW Wealth
California
$19.1M -$954K -39,025 -5%
SVWAG
20
Sound View Wealth Advisors Group
Georgia
$18.3M -$2.26M -92,535 -11%
GA
21
Gateway Advisory
New Jersey
$17.1M +$882K +36,107 +5%
HighTower Advisors
22
HighTower Advisors
Illinois
$16.7M +$16.7M +682,179 New
MCM
23
MV Capital Management
Maryland
$15.2M +$2.32M +94,976 +18%
WIC
24
Woodmont Investment Counsel
Tennessee
$14.6M +$2.03M +83,004 +16%
SPWG
25
Syntegra Private Wealth Group
Missouri
$13.8M

IBDQ Hedge Fund Activity: Q1 2023 in Review

254 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q1 2023, worth a combined $1.46B — up 14% from $1.27B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new IBDQ positions and 13 closed out — a net gain of 25 holders — while 128 added to existing stakes and 51 trimmed.

The largest buyer was NewEdge Advisors, adding an estimated $20.5M. The largest seller was UBS Group, cutting an estimated $27.9M.

  • 254 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q1 2023, up from 233 in Q4 2022.
  • Funds reported $1.46B of iShares iBonds Dec 2025 Term Corporate ETF stock for Q1 2023, up 14% quarter-over-quarter.
  • 38 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q1 2023 and 13 closed out, a net change of +25 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q1 2023 was NewEdge Advisors, an estimated $20.5M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q1 2023 was UBS Group, an estimated $27.9M sold.

Based on aggregated 13F filings for Q1 2023.