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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

146 hedge funds and large institutions have $671M invested in iShares iBonds Dec 2025 Term Corporate ETF in 2020 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 64 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

440% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 5

146% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 26

25% more capital invested

Capital invested by funds: $535M → $671M (+$136M)

16% more funds holding

Funds holding: 126146 (+20)

4.38% more ownership

Funds ownership: 64.96%69.34% (+4.4%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
146
Holders Change
+20
Holders Change %
+15.87%
% of All Funds
2.58%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
27
Increased
64
Reduced
26
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
26
Mariner
Kansas
$5.45M +$1.36M +50,176 +34%
PPWM
27
PFG Private Wealth Management
Florida
$5.25M +$434K +15,973 +9%
KNW
28
Kesler Norman & Wride
Utah
$5.1M +$5.07M +186,331 New
KAS
29
Kestra Advisory Services
Texas
$5.01M -$1.07M -39,414 -18%
UCFA
30
United Capital Financial Advisors
Texas
$4.9M +$1.77M +64,904 +57%
ACM
31
Azimuth Capital Management
Michigan
$4.41M +$4.38M +161,200 New
GGI
32
Godsey & Gibb Inc
Virginia
$4.3M -$70K -2,575 -2%
DE
33
Day & Ennis
Georgia
$4M +$236K +8,661 +6%
RJA
34
Raymond James & Associates
Florida
$3.82M +$253K +9,301 +7%
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$3.62M +$2.46M +90,465 +216%
SWMG
36
Signature Wealth Management Group
Georgia
$3.38M +$99.6K +3,662 +3%
PWS
37
Peloton Wealth Strategists
Indiana
$3.28M +$454K +16,700 +16%
Truist Financial
38
Truist Financial
North Carolina
$3.25M +$887K +32,622 +38%
PWM
39
Praetorian Wealth Management
California
$3.09M +$569K +20,905 +23%
MGIA
40
Matthew Goff Investment Advisor
Texas
$3.04M +$752K +27,656 +33%
LWM
41
Lyell Wealth Management
California
$2.96M +$679K +24,955 +30%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$2.88M +$23.7K +872 +0.8%
KF
43
Krilogy Financial
Missouri
$2.66M +$24.2K +889 +0.9%
EC
44
Estate Counselors
Wisconsin
$2.5M -$47.6K -1,750 -2%
NC
45
NovaPoint Capital
Georgia
$2.43M +$273K +10,025 +13%
FCA
46
FinTrust Capital Advisors
South Carolina
$2.27M +$4.71K +173 +0.2%
MCCP
47
Mission Creek Capital Partners
California
$2.23M +$159K +5,833 +8%
WI
48
WrapManager Inc
California
$2.06M +$116K +4,250 +6%
CCWA
49
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.05M +$755K +27,773 +59%
Citadel Advisors
50
Citadel Advisors
Florida
$1.88M -$1.71M -62,930 -48%

IBDQ Hedge Fund Activity: Q4 2020 in Review

146 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q4 2020, worth a combined $671M — up 25% from $535M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IBDQ positions and 5 closed out — a net gain of 22 holders — while 64 added to existing stakes and 26 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $19.4M. The largest seller was Citadel Advisors, cutting an estimated $1.71M.

  • 146 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q4 2020, up from 126 in Q3 2020.
  • Funds reported $671M of iShares iBonds Dec 2025 Term Corporate ETF stock for Q4 2020, up 25% quarter-over-quarter.
  • 27 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q4 2020 and 5 closed out, a net change of +22 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q4 2020 was Aptus Capital Advisors, an estimated $19.4M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q4 2020 was Citadel Advisors, an estimated $1.71M sold.

Based on aggregated 13F filings for Q4 2020.