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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

59 hedge funds and large institutions have $243M invested in iShares iBonds Dec 2025 Term Corporate ETF in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 5 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

520% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 5

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

7% more funds holding

Funds holding: 5559 (+4)

7% more capital invested

Capital invested by funds: $227M → $243M (+$16.2M)

6.2% more ownership

Funds ownership: 73.48%79.68% (+6.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
59
Holders Change
+4
Holders Change %
+7.27%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
31
Reduced
5
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$973K +$1.32K +55 +0.1%
DE
27
Day & Ennis
Georgia
$947K +$947K +39,565 New
ECM
28
Exchange Capital Management
Michigan
$915K +$60.2K +2,515 +7%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$812K +$660K +27,589 +435%
FPS
30
Fieldpoint Private Securities
Connecticut
$694K +$694K +29,000 New
LF
31
Lee Financial
Texas
$651K +$652K +27,221 New
MMHP
32
Murphy Middleton Hinkle & Parker
Georgia
$646K +$647K +27,013 New
APP
33
Avantax Planning Partners
Iowa
$636K +$15.5K +649 +3%
FAAS
34
First Allied Advisory Services
California
$621K
LPL Financial
35
LPL Financial
California
$598K +$55.8K +2,333 +10%
BA
36
Boston Advisors
Massachusetts
$487K +$18.6K +778 +4%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$408K +$116K +4,857 +40%
WGCA
38
Wolf Group Capital Advisors
Virginia
$377K
TTWM
39
TCV Trust & Wealth Management
Virginia
$371K +$371K +15,500 New
CWS
40
Cypress Wealth Services
California
$325K +$82.1K +3,429 +34%
SSB
41
Sandy Spring Bank
Maryland
$287K +$287K +11,990 New
WF
42
WealthTrust Fairport
Ohio
$269K +$25.1K +1,048 +10%
CWM
43
Cornerstone Wealth Management
Missouri
$261K +$149K +6,222 New
BWM
44
BerganKDV Wealth Management
Minnesota
$241K +$241K +10,053 New
SWM
45
Segment Wealth Management
Texas
$223K
ACS
46
Archford Capital Strategies
Illinois
$217K +$87.9K +3,674 +68%
PCP
47
Proficio Capital Partners
Massachusetts
$164K -$31.1K -1,298 -16%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$137K +$137K +5,729 New
AG
49
Advisor Group
Arizona
$89K
LTFS
50
Ladenburg Thalmann Financial Services
Florida
$66K

IBDQ Hedge Fund Activity: Q2 2018 in Review

59 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q2 2018, worth a combined $243M — up 7.1% from $227M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IBDQ positions and 7 closed out — a net gain of 5 holders — while 31 added to existing stakes and 5 trimmed.

The largest buyer was Motley Fool Wealth Management, adding an estimated $7.47M. The largest seller was Capital Advisors Inc, cutting an estimated $2.37M.

  • 59 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q2 2018, up from 55 in Q1 2018.
  • Funds reported $243M of iShares iBonds Dec 2025 Term Corporate ETF stock for Q2 2018, up 7.1% quarter-over-quarter.
  • 12 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q2 2018 and 7 closed out, a net change of +5 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q2 2018 was Motley Fool Wealth Management, an estimated $7.47M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q2 2018 was Capital Advisors Inc, an estimated $2.37M sold.

Based on aggregated 13F filings for Q2 2018.