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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF
IBDQ

Delisted

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

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64 hedge funds and large institutions have $265M invested in iShares iBonds Dec 2025 Term Corporate ETF in 2018 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 32 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

191% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 11

9% more capital invested

Capital invested by funds: $243M → $265M (+$21.9M)

8% more funds holding

Funds holding: 59 → 64 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.08% less ownership

Funds ownership: 79.68% → 77.6% (-2.1%)

Holders
64
Holders Change
+5
Holders Change %
+8.47%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
32
Reduced
11
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$8.9M
2
CIM
Confluence Investment Management
Missouri
+$5.8M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.39M
4
Stifel Financial
Stifel Financial
Missouri
+$2.79M
5
Morgan Stanley
Morgan Stanley
New York
+$2.15M

Top Sellers

Rank Fund Capital Flow
1
CAI
Capital Advisors Inc
Oklahoma
-$5.64M
2
UCFA
United Capital Financial Advisors
Texas
-$5.08M
3
Bank of America
Bank of America
North Carolina
-$1.11M
4
Wolverine Trading
Wolverine Trading
Illinois
-$874K
5
Mariner
Mariner
Kansas
-$860K
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
26
Jane Street
New York
$1.54M +$1.54M +64,394 New
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$1.06M +$254K +10,577 +31%
TC
28
Truvestments Capital
Florida
$1.03M -$227K -9,476 -18%
RJA
29
Raymond James & Associates
Florida
$1.02M +$46K +1,918 +5%
ECM
30
Exchange Capital Management
Michigan
$942K +$28.3K +1,179 +3%
Wolverine Trading
31
Wolverine Trading
Illinois
$822K -$874K -36,416 -51%
LWM
32
Lenox Wealth Management
Ohio
$747K -$554K -23,105 -43%
Citadel Advisors
33
Citadel Advisors
Florida
$696K +$698K +29,107 New
FPS
34
Fieldpoint Private Securities
Connecticut
$693K – – –
MMHP
35
Murphy Middleton Hinkle & Parker
Georgia
$660K +$14.4K +599 +2%
APP
36
Avantax Planning Partners
Iowa
$654K +$18K +749 +3%
LF
37
Lee Financial
Texas
$651K – – –
LPL Financial
38
LPL Financial
California
$621K +$23.8K +992 +4%
FAAS
39
First Allied Advisory Services
California
$605K – – –
SSB
40
Sandy Spring Bank
Maryland
$582K +$296K +12,345 +103%
BA
41
Boston Advisors
Massachusetts
$562K +$75.5K +3,145 +15%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$501K +$94.2K +3,928 +23%
TTWM
43
TCV Trust & Wealth Management
Virginia
$370K – – –
WGCA
44
Wolf Group Capital Advisors
Virginia
$364K – – –
CWS
45
Cypress Wealth Services
California
$355K +$30K +1,251 +9%
ACS
46
Archford Capital Strategies
Illinois
$278K +$60.7K +2,529 +28%
WF
47
WealthTrust Fairport
Ohio
$269K – – –
CWM
48
Cornerstone Wealth Management
Missouri
$261K +$7.89K +329 +5%
BWM
49
BerganKDV Wealth Management
Minnesota
$240K – – –
SWM
50
Segment Wealth Management
Texas
$222K – – –
1
2
3

IBDQ Hedge Fund Activity: Q3 2018 in Review

64 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q3 2018, worth a combined $265M — up 9% from $243M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new IBDQ positions and 1 closed out — a net gain of 5 holders — while 32 added to existing stakes and 11 trimmed.

The largest buyer was Wells Fargo, adding an estimated $8.9M. The largest seller was Capital Advisors Inc, cutting an estimated $5.64M.

  • 64 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q3 2018, up from 59 in Q2 2018.
  • Funds reported $265M of iShares iBonds Dec 2025 Term Corporate ETF stock for Q3 2018, up 9% quarter-over-quarter.
  • 6 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q3 2018 and 1 closed out, a net change of +5 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q3 2018 was Wells Fargo, an estimated $8.9M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q3 2018 was Capital Advisors Inc, an estimated $5.64M sold.

Based on aggregated 13F filings for Q3 2018.