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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

107 hedge funds and large institutions have $354M invested in iShares iBonds Dec 2025 Term Corporate ETF in 2019 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 48 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

182% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 17

18% more funds holding

Funds holding: 91107 (+16)

4% more capital invested

Capital invested by funds: $340M → $354M (+$13.9M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.12% less ownership

Funds ownership: 66.17%66.05% (-0.12%)

Holders
107
Holders Change
+16
Holders Change %
+17.58%
% of All Funds
2.11%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
25
Increased
48
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DE
26
Day & Ennis
Georgia
$3.17M +$114K +4,425 +4%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$3.13M -$233K -9,017 -7%
SWMG
28
Signature Wealth Management Group
Georgia
$3.01M +$91.7K +3,545 +3%
KF
29
Krilogy Financial
Missouri
$3M -$26K -1,006 -0.9%
PPWM
30
PFG Private Wealth Management
Florida
$2.97M +$2.96M +114,473 New
Mariner
31
Mariner
Kansas
$2.81M +$265K +10,254 +10%
CONA
32
Capital One National Association
New York
$2.62M +$2.61M +101,037 New
Bank of New York Mellon
33
Bank of New York Mellon
New York
$2.44M -$159K -6,140 -6%
EC
34
Estate Counselors
Wisconsin
$2.42M +$2.42M +93,350 New
WI
35
WrapManager Inc
California
$2.35M +$15.3K +593 +0.7%
SSB
36
Sandy Spring Bank
Maryland
$2.11M +$295K +11,415 +16%
SVWAG
37
Sound View Wealth Advisors Group
Georgia
$2.05M +$549K +21,216 +37%
Wolverine Trading
38
Wolverine Trading
Illinois
$2.05M +$2.04M +78,934 New
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$1.99M +$83.3K +3,218 +4%
CIM
40
Confluence Investment Management
Missouri
$1.73M -$14.2K -550 -0.8%
AWM
41
Argent Wealth Management
Massachusetts
$1.26M +$1.26M +48,511 New
ECM
42
Exchange Capital Management
Michigan
$1.26M +$20K +772 +2%
CCWA
43
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.25M +$949K +36,661 +321%
ADL
44
Asset Dedication LLC
California
$1.22M +$384K +14,856 +46%
SFO
45
Stokes Family Office
Louisiana
$1.21M +$1.2M +46,550 New
Truist Financial
46
Truist Financial
North Carolina
$1.08M +$1.08M +41,712 New
PWS
47
Peloton Wealth Strategists
Indiana
$973K +$168K +6,500 +21%
RCA
48
Ranch Capital Advisors
Florida
$939K -$12.9K -497 -1%
LTFS
49
Ladenburg Thalmann Financial Services
Florida
$911K +$37K +1,430 +4%
PAG
50
Private Advisor Group
New Jersey
$904K +$272K +10,522 +43%

IBDQ Hedge Fund Activity: Q4 2019 in Review

107 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q4 2019, worth a combined $354M — up 4.1% from $340M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IBDQ positions and 7 closed out — a net gain of 18 holders — while 48 added to existing stakes and 17 trimmed.

The largest buyer was Jane Street, adding an estimated $11.8M. The largest seller was Capital Advisors Inc, exiting entirely with an estimated $45.4M sold.

  • 107 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q4 2019, up from 91 in Q3 2019.
  • Funds reported $354M of iShares iBonds Dec 2025 Term Corporate ETF stock for Q4 2019, up 4.1% quarter-over-quarter.
  • 25 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q4 2019 and 7 closed out, a net change of +18 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q4 2019 was Jane Street, an estimated $11.8M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q4 2019 was Capital Advisors Inc, an estimated $45.4M sold.

Based on aggregated 13F filings for Q4 2019.