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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

36 hedge funds and large institutions have $182M invested in iShares iBonds Dec 2025 Term Corporate ETF in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 3 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

533% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 3

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

25% more capital invested

Capital invested by funds: $145M → $182M (+$36.2M)

0.33% less ownership

Funds ownership: 80.59%80.26% (-0.33%)

8% less funds holding

Funds holding: 3936 (-3)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
36
Holders Change
-3
Holders Change %
-7.69%
% of All Funds
0.9%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
4
Increased
19
Reduced
3
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APP
26
Avantax Planning Partners
Iowa
$297K
WGCA
27
Wolf Group Capital Advisors
Virginia
$291K -$290K -11,544 Closed
PAG
28
Private Advisor Group
New Jersey
$203K
PCP
29
Proficio Capital Partners
Massachusetts
$129K
AG
30
Advisor Group
Arizona
$94K +$91K +3,620 +3,620%
NIC
31
Northwest Investment Counselors
Oregon
$68K +$553 +22 +0.8%
IA
32
IFP Advisors
Florida
$58K
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$50K
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$16K
WAM
35
Wealthspire Advisors (Maryland)
Maryland
$12K
Citigroup
36
Citigroup
New York
$10K
HNB
37
Huntington National Bank
Ohio
$5K
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$4K
AIM
39
Anchor Investment Management
South Carolina
$2.01K
BlackRock
40
BlackRock
New York
$1K
SFS
41
Sowell Financial Services
Arkansas
-$765K -30,493 Closed
HCM
42
Harvey Capital Management
Florida
-$484K -19,400 Closed
DADC
43
D.A. Davidson & Co
Montana
-$149K -5,975 Closed
GWA
44
Guidant Wealth Advisors
Illinois
-$101K -4,068 Closed
BCFS
45
Butensky & Cohen Financial Security
Florida
-$51K -2,033 Closed

IBDQ Hedge Fund Activity: Q3 2017 in Review

36 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q3 2017, worth a combined $182M — up 25% from $145M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of IBDQ and 4 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 19 added.

The largest buyer was Affinity Wealth Management, opening a new position worth an estimated $16.5M. The largest seller was Sowell Financial Services, exiting entirely with an estimated $765K sold.

  • 36 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q3 2017, down from 39 in Q2 2017.
  • Funds reported $182M of iShares iBonds Dec 2025 Term Corporate ETF stock for Q3 2017, up 25% quarter-over-quarter.
  • 4 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q3 2017 and 6 closed out, a net change of -2 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q3 2017 was Affinity Wealth Management, an estimated $16.5M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q3 2017 was Sowell Financial Services, an estimated $765K sold.

Based on aggregated 13F filings for Q3 2017.