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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

55 hedge funds and large institutions have $227M invested in iShares iBonds Dec 2025 Term Corporate ETF in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

350% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 6

25% more funds holding

Funds holding: 4455 (+11)

24% more capital invested

Capital invested by funds: $184M → $227M (+$43.2M)

0.88% more ownership

Funds ownership: 72.6%73.48% (+0.88%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
55
Holders Change
+11
Holders Change %
+25%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
27
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWMG
26
Signature Wealth Management Group
Georgia
$719K +$644K +26,330 +801%
APP
27
Avantax Planning Partners
Iowa
$630K +$259K +10,605 +69%
BF
28
BOK Financial
Oklahoma
$558K -$82.1K -3,360 -13%
LPL Financial
29
LPL Financial
California
$550K +$83.2K +3,406 +18%
FAAS
30
First Allied Advisory Services
California
$537K
BA
31
Boston Advisors
Massachusetts
$475K +$10.8K +440 +2%
WI
32
WrapManager Inc
California
$419K +$422K +17,256 New
WGCA
33
Wolf Group Capital Advisors
Virginia
$382K -$385K -15,740 Closed
Bank of New York Mellon
34
Bank of New York Mellon
New York
$295K +$93.4K +3,820 +46%
FA
35
FDx Advisors
Illinois
$274K +$276K +11,290 New
MML Investors Services
36
MML Investors Services
Massachusetts
$263K -$31.4K -1,285 -11%
PAG
37
Private Advisor Group
New Jersey
$256K
WF
38
WealthTrust Fairport
Ohio
$248K
CWS
39
Cypress Wealth Services
California
$247K +$248K +10,161 New
SWM
40
Segment Wealth Management
Texas
$226K +$227K +9,300 New
M&T Bank
41
M&T Bank
New York
$213K +$214K +8,769 New
PCP
42
Proficio Capital Partners
Massachusetts
$198K +$119K +4,865 +148%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$154K +$118K +4,836 +320%
ACS
44
Archford Capital Strategies
Illinois
$135K +$132K +5,405 New
AG
45
Advisor Group
Arizona
$90K
FRA
46
Front Row Advisors
California
$83K +$44K +1,800 +111%
LTFS
47
Ladenburg Thalmann Financial Services
Florida
$66K -$54.1K -2,213 -45%
IA
48
IFP Advisors
Florida
$58K
TCCM
49
Timber Creek Capital Management
Massachusetts
$49K +$49.5K +2,025 New
APA
50
American Portfolios Advisors
New York
$28.3K +$28.5K +1,165 New

IBDQ Hedge Fund Activity: Q1 2018 in Review

55 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q1 2018, worth a combined $227M — up 24% from $184M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IBDQ positions and 3 closed out — a net gain of 11 holders — while 27 added to existing stakes and 6 trimmed.

The largest buyer was Stifel Financial, opening a new position worth an estimated $16.5M. The largest seller was Capital Advisors Inc, cutting an estimated $2.7M.

  • 55 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q1 2018, up from 44 in Q4 2017.
  • Funds reported $227M of iShares iBonds Dec 2025 Term Corporate ETF stock for Q1 2018, up 24% quarter-over-quarter.
  • 14 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q1 2018 and 3 closed out, a net change of +11 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q1 2018 was Stifel Financial, an estimated $16.5M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q1 2018 was Capital Advisors Inc, an estimated $2.7M sold.

Based on aggregated 13F filings for Q1 2018.