We are live on ! Find out more
IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

122 hedge funds and large institutions have $462M invested in iShares iBonds Dec 2025 Term Corporate ETF in 2020 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 21

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

16% more capital invested

Capital invested by funds: $399M → $462M (+$62.7M)

8% more funds holding

Funds holding: 113122 (+9)

0.78% less ownership

Funds ownership: 66.92%66.14% (-0.78%)

Holders
122
Holders Change
+9
Holders Change %
+7.96%
% of All Funds
2.5%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
20
Increased
51
Reduced
21
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$3.56M -$196K -7,486 -5%
SWMG
27
Signature Wealth Management Group
Georgia
$3.23M +$23.5K +896 +0.8%
KF
28
Krilogy Financial
Missouri
$3.18M +$1.39M +52,775 +81%
UCFA
29
United Capital Financial Advisors
Texas
$3.17M -$613K -23,364 -17%
Mariner
30
Mariner
Kansas
$2.95M +$357K +13,589 +14%
Jane Street
31
Jane Street
New York
$2.93M -$18.1M -690,607 -86%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$2.9M -$99.4K -3,787 -3%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$2.61M +$109K +4,135 +4%
EC
34
Estate Counselors
Wisconsin
$2.51M -$2.36K -90 -0.1%
PWM
35
Praetorian Wealth Management
California
$2.24M +$2.18M +83,053 New
COF
36
Capital One Financial
Virginia
$2.19M -$404K -15,381 -16%
SVWAG
37
Sound View Wealth Advisors Group
Georgia
$2.04M -$40.4K -1,539 -2%
Truist Financial
38
Truist Financial
North Carolina
$2.02M +$48.9K +1,864 +3%
WI
39
WrapManager Inc
California
$1.92M +$136K +5,179 +8%
MGIA
40
Matthew Goff Investment Advisor
Texas
$1.87M -$51K -1,942 -3%
FCA
41
FinTrust Capital Advisors
South Carolina
$1.8M +$359K +13,686 +26%
PWS
42
Peloton Wealth Strategists
Indiana
$1.7M +$228K +8,700 +16%
Osaic Holdings
43
Osaic Holdings
Arizona
$1.49M +$99.7K +3,797 +7%
NC
44
NovaPoint Capital
Georgia
$1.47M +$214K +8,156 +18%
ACS
45
Archford Capital Strategies
Illinois
$1.45M +$426K +16,244 +44%
LWM
46
Lyell Wealth Management
California
$1.26M +$625K +23,800 +104%
SFO
47
Stokes Family Office
Louisiana
$1.26M
ECM
48
Exchange Capital Management
Michigan
$1.24M -$19.9K -757 -2%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$1.21M +$442K +16,846 +60%
PAG
50
Private Advisor Group
New Jersey
$1.17M +$158K +6,018 +16%

IBDQ Hedge Fund Activity: Q2 2020 in Review

122 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q2 2020, worth a combined $462M — up 16% from $399M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IBDQ positions and 11 closed out — a net gain of 9 holders — while 51 added to existing stakes and 21 trimmed.

The largest buyer was Aptus Capital Advisors, opening a new position worth an estimated $44M. The largest seller was Motley Fool Wealth Management, exiting entirely with an estimated $22.7M sold.

  • 122 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q2 2020, up from 113 in Q1 2020.
  • Funds reported $462M of iShares iBonds Dec 2025 Term Corporate ETF stock for Q2 2020, up 16% quarter-over-quarter.
  • 20 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q2 2020 and 11 closed out, a net change of +9 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q2 2020 was Aptus Capital Advisors, an estimated $44M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q2 2020 was Motley Fool Wealth Management, an estimated $22.7M sold.

Based on aggregated 13F filings for Q2 2020.