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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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72 hedge funds and large institutions have $285M invested in iShares iBonds Dec 2025 Term Corporate ETF in 2018 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

50% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 18

13% more funds holding

Funds holding: 64 → 72 (+8)

7% more capital invested

Capital invested by funds: $265M → $285M (+$19.2M)

2.85% more ownership

Funds ownership: 77.6% → 80.45% (+2.9%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
72
Holders Change
+8
Holders Change %
+12.5%
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
27
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$10M
2
SIC
Sigma Investment Counselors
Michigan
+$4.99M
3
Morgan Stanley
Morgan Stanley
New York
+$2.5M
4
RFO
RiverGlades Family Offices
Florida
+$1.95M
5
Wells Fargo
Wells Fargo
California
+$1.41M

Top Sellers

Rank Fund Capital Flow
1
UCFA
United Capital Financial Advisors
Texas
-$2.96M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.04M
3
CAI
Capital Advisors Inc
Oklahoma
-$2.01M
4
Bank of America
Bank of America
North Carolina
-$1.87M
5
Jane Street
Jane Street
New York
-$1.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$1.72M +$137K +5,784 +9%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$1.59M -$267K -11,308 -14%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$1.53M +$485K +20,494 +46%
LPL Financial
29
LPL Financial
California
$1.41M +$801K +33,880 +130%
ECM
30
Exchange Capital Management
Michigan
$974K +$43.8K +1,853 +5%
RJA
31
Raymond James & Associates
Florida
$871K -$133K -5,633 -13%
Mariner
32
Mariner
Kansas
$850K -$790K -33,434 -48%
SSB
33
Sandy Spring Bank
Maryland
$783K +$209K +8,825 +36%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$757K +$263K +11,144 +53%
MA
35
MCF Advisors
Kentucky
$711K +$712K +30,110 New
FPS
36
Fieldpoint Private Securities
Connecticut
$684K – – –
MMHP
37
Murphy Middleton Hinkle & Parker
Georgia
$661K +$9.41K +398 +1%
LF
38
Lee Financial
Texas
$642K – – –
APP
39
Avantax Planning Partners
Iowa
$633K -$12.1K -512 -2%
FAAS
40
First Allied Advisory Services
California
$617K – – –
Wolverine Trading
41
Wolverine Trading
Illinois
$557K -$258K -10,908 -32%
BA
42
Boston Advisors
Massachusetts
$537K -$18.1K -766 -3%
AG
43
Advisor Group
Arizona
$461K +$365K +15,452 +379%
TTWM
44
TCV Trust & Wealth Management
Virginia
$401K +$34.9K +1,475 +10%
JHCP
45
Jackson Hole Capital Partners
Oklahoma
$397K +$398K +16,835 New
WGCA
46
Wolf Group Capital Advisors
Virginia
$360K – – –
CIA
47
Covington Investment Advisors
Pennsylvania
$333K +$334K +14,120 New
ACS
48
Archford Capital Strategies
Illinois
$332K +$58.4K +2,472 +21%
BWM
49
BerganKDV Wealth Management
Minnesota
$284K +$47.3K +2,000 +20%
CWS
50
Cypress Wealth Services
California
$273K -$77K -3,259 -22%
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IBDQ Hedge Fund Activity: Q4 2018 in Review

72 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q4 2018, worth a combined $285M — up 7.2% from $265M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IBDQ positions and 6 closed out — a net gain of 11 holders — while 27 added to existing stakes and 18 trimmed.

The largest buyer was UBS Group, adding an estimated $10M. The largest seller was United Capital Financial Advisors, cutting an estimated $2.96M.

  • 72 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q4 2018, up from 64 in Q3 2018.
  • Funds reported $285M of iShares iBonds Dec 2025 Term Corporate ETF stock for Q4 2018, up 7.2% quarter-over-quarter.
  • 17 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q4 2018 and 6 closed out, a net change of +11 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q4 2018 was UBS Group, an estimated $10M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q4 2018 was United Capital Financial Advisors, an estimated $2.96M sold.

Based on aggregated 13F filings for Q4 2018.