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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

126 hedge funds and large institutions have $535M invested in iShares iBonds Dec 2025 Term Corporate ETF in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 64 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

237% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 19

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

16% more capital invested

Capital invested by funds: $462M → $535M (+$73.3M)

3% more funds holding

Funds holding: 122126 (+4)

1.18% less ownership

Funds ownership: 66.14%64.96% (-1.2%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $429K

Holders
126
Holders Change
+4
Holders Change %
+3.28%
% of All Funds
2.54%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
15
Increased
64
Reduced
19
Closed
10
Calls
Puts
$429K
Net Calls
-$429K
Net Calls Change
-$429K
Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
26
PFG Private Wealth Management
Florida
$4.77M +$391K +14,404 +9%
GGI
27
Godsey & Gibb Inc
Virginia
$4.33M -$388K -14,280 -8%
Mariner
28
Mariner
Kansas
$4.04M +$1.07M +39,509 +36%
DE
29
Day & Ennis
Georgia
$3.73M +$67K +2,468 +2%
Citadel Advisors
30
Citadel Advisors
Florida
$3.57M +$3.57M +131,511 New
RJA
31
Raymond James & Associates
Florida
$3.54M -$48.5K -1,786 -1%
SWMG
32
Signature Wealth Management Group
Georgia
$3.25M +$434 +16 +0%
UCFA
33
United Capital Financial Advisors
Texas
$3.1M -$90.8K -3,345 -3%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$3.06M +$148K +5,442 +5%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$2.83M +$203K +7,461 +8%
PWS
36
Peloton Wealth Strategists
Indiana
$2.79M +$1.09M +40,000 +63%
KF
37
Krilogy Financial
Missouri
$2.61M -$582K -21,425 -18%
EC
38
Estate Counselors
Wisconsin
$2.52M
PWM
39
Praetorian Wealth Management
California
$2.5M +$242K +8,895 +11%
Truist Financial
40
Truist Financial
North Carolina
$2.34M +$310K +11,420 +15%
MGIA
41
Matthew Goff Investment Advisor
Texas
$2.26M +$385K +14,187 +21%
LWM
42
Lyell Wealth Management
California
$2.26M +$991K +36,497 +78%
NC
43
NovaPoint Capital
Georgia
$2.14M +$660K +24,292 +45%
Jane Street
44
Jane Street
New York
$2.13M -$818K -30,109 -28%
MCCP
45
Mission Creek Capital Partners
California
$2.05M +$2.05M +75,501 New
WI
46
WrapManager Inc
California
$1.93M +$299 +11 +0%
Osaic Holdings
47
Osaic Holdings
Arizona
$1.77M +$282K +10,373 +19%
ACS
48
Archford Capital Strategies
Illinois
$1.63M +$177K +6,535 +12%
FBB
49
Fulton Breakefield Broenniman
Maryland
$1.57M +$671K +24,720 +75%
ADL
50
Asset Dedication LLC
California
$1.38M +$224K +8,236 +19%

IBDQ Hedge Fund Activity: Q3 2020 in Review

126 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q3 2020, worth a combined $535M — up 16% from $462M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IBDQ positions and 10 closed out — a net gain of 5 holders — while 64 added to existing stakes and 19 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $18M. The largest seller was Sigma Investment Counselors, cutting an estimated $6.71M.

  • 126 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q3 2020, up from 122 in Q2 2020.
  • Funds reported $535M of iShares iBonds Dec 2025 Term Corporate ETF stock for Q3 2020, up 16% quarter-over-quarter.
  • 15 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q3 2020 and 10 closed out, a net change of +5 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q3 2020 was Aptus Capital Advisors, an estimated $18M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q3 2020 was Sigma Investment Counselors, an estimated $6.71M sold.

Based on aggregated 13F filings for Q3 2020.