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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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113 hedge funds and large institutions have $399M invested in iShares iBonds Dec 2025 Term Corporate ETF in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 45 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

67% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 27

13% more capital invested

Capital invested by funds: $354M → $399M (+$45.5M)

6% more funds holding

Funds holding: 107 → 113 (+6)

0.87% more ownership

Funds ownership: 66.05% → 66.92% (+0.87%)

Holders
113
Holders Change
+6
Holders Change %
+5.61%
% of All Funds
2.49%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
21
Increased
45
Reduced
27
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAI
Capital Advisors Inc
Oklahoma
+$55.1M
2
TCOK
Trust Company of Kansas
Kansas
+$10.4M
3
Citadel Advisors
Citadel Advisors
Florida
+$9.58M
4
Jane Street
Jane Street
New York
+$7.71M
5
Morgan Stanley
Morgan Stanley
New York
+$3.16M

Top Sellers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
-$25.1M
2
Stifel Financial
Stifel Financial
Missouri
-$10.4M
3
TF
TLWM Financial
Texas
-$8.41M
4
Wolverine Trading
Wolverine Trading
Illinois
-$2.05M
5
CIM
Confluence Investment Management
Missouri
-$1.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
UCFA
26
United Capital Financial Advisors
Texas
$3.52M -$120K -4,657 -3%
RJA
27
Raymond James & Associates
Florida
$3.49M +$184K +7,133 +5%
DE
28
Day & Ennis
Georgia
$3.36M +$323K +12,548 +10%
SSB
29
Sandy Spring Bank
Maryland
$3.03M +$1.03M +39,870 +49%
SWMG
30
Signature Wealth Management Group
Georgia
$2.97M +$78.7K +3,056 +3%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$2.78M -$239K -9,287 -8%
COF
32
Capital One Financial
Virginia
$2.41M +$2.49M +96,595 New
Mariner
33
Mariner
Kansas
$2.39M -$323K -12,541 -12%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$2.36M +$462K +17,929 +23%
EC
35
Estate Counselors
Wisconsin
$2.32M -$7.99K -310 -0.3%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$2.31M -$39.3K -1,527 -2%
SVWAG
37
Sound View Wealth Advisors Group
Georgia
$1.93M -$44.7K -1,733 -2%
Truist Financial
38
Truist Financial
North Carolina
$1.82M +$804K +31,197 +75%
MGIA
39
Matthew Goff Investment Advisor
Texas
$1.78M +$1.83M +71,116 New
WI
40
WrapManager Inc
California
$1.65M -$633K -24,583 -27%
KF
41
Krilogy Financial
Missouri
$1.62M -$1.31M -50,892 -44%
PWS
42
Peloton Wealth Strategists
Indiana
$1.36M +$433K +16,800 +45%
FCA
43
FinTrust Capital Advisors
South Carolina
$1.32M +$561K +21,766 +70%
Osaic Holdings
44
Osaic Holdings
Arizona
$1.28M +$1.32M +51,229 New
ECM
45
Exchange Capital Management
Michigan
$1.16M -$48K -1,861 -4%
SFO
46
Stokes Family Office
Louisiana
$1.16M – – –
NC
47
NovaPoint Capital
Georgia
$1.16M +$480K +18,620 +67%
ADL
48
Asset Dedication LLC
California
$1.12M -$50.8K -1,973 -4%
CA
49
Cetera Advisors
Colorado
$962K – – –
ACS
50
Archford Capital Strategies
Illinois
$932K +$133K +5,158 +16%
1
2
3 4 5

IBDQ Hedge Fund Activity: Q1 2020 in Review

113 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q1 2020, worth a combined $399M — up 13% from $354M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IBDQ positions and 10 closed out — a net gain of 11 holders — while 45 added to existing stakes and 27 trimmed.

The largest buyer was Capital Advisors Inc, opening a new position worth an estimated $55.1M. The largest seller was Aptus Capital Advisors, exiting entirely with an estimated $25.1M sold.

  • 113 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q1 2020, up from 107 in Q4 2019.
  • Funds reported $399M of iShares iBonds Dec 2025 Term Corporate ETF stock for Q1 2020, up 13% quarter-over-quarter.
  • 21 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q1 2020 and 10 closed out, a net change of +11 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q1 2020 was Capital Advisors Inc, an estimated $55.1M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q1 2020 was Aptus Capital Advisors, an estimated $25.1M sold.

Based on aggregated 13F filings for Q1 2020.