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.

147 hedge funds and large institutions have $732M invested in iShares iBonds Dec 2025 Term Corporate ETF in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 80 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 25

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

9% more capital invested

Capital invested by funds: $671M → $732M (+$60.8M)

1% more funds holding

Funds holding: 146147 (+1)

0.17% less ownership

Funds ownership: 69.34%69.17% (-0.17%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
147
Holders Change
+1
Holders Change %
+0.68%
% of All Funds
2.58%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
14
Increased
80
Reduced
25
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SSB
26
Sandy Spring Bank
Maryland
$5.52M -$330K -12,170 -6%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$5.26M +$1.72M +63,610 +48%
Mariner
28
Mariner
Kansas
$5.25M -$95K -3,507 -2%
KNW
29
Kesler Norman & Wride
Utah
$5.21M +$215K +7,940 +4%
UCFA
30
United Capital Financial Advisors
Texas
$4.83M +$24.1K +890 +0.5%
RJA
31
Raymond James & Associates
Florida
$4.67M +$934K +34,487 +25%
PWS
32
Peloton Wealth Strategists
Indiana
$4.33M +$1.12M +41,500 +35%
GGI
33
Godsey & Gibb Inc
Virginia
$3.94M -$274K -10,115 -6%
DE
34
Day & Ennis
Georgia
$3.89M -$38.9K -1,438 -1%
LWM
35
Lyell Wealth Management
California
$3.69M +$792K +29,265 +27%
Truist Financial
36
Truist Financial
North Carolina
$3.59M +$402K +14,843 +12%
PWM
37
Praetorian Wealth Management
California
$3.53M +$508K +18,769 +17%
KF
38
Krilogy Financial
Missouri
$3.45M +$849K +31,371 +32%
SWMG
39
Signature Wealth Management Group
Georgia
$3.34M +$23K +849 +0.7%
FBB
40
Fulton Breakefield Broenniman
Maryland
$3.32M +$2.34M +86,435 +232%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$3.21M +$400K +14,766 +14%
4FG
42
4Thought Financial Group
New York
$3.11M +$3.14M +116,063 New
NC
43
NovaPoint Capital
Georgia
$2.65M +$269K +9,939 +11%
FCA
44
FinTrust Capital Advisors
South Carolina
$2.58M +$364K +13,434 +16%
MCCP
45
Mission Creek Capital Partners
California
$2.49M +$309K +11,428 +14%
EC
46
Estate Counselors
Wisconsin
$2.45M
FFIC
47
First Fiduciary Investment Counsel
Ohio
$2.39M +$1.21M +44,755 +103%
FIM
48
Freedom Investment Management
Connecticut
$2.39M +$2.42M +89,204 New
Wolverine Trading
49
Wolverine Trading
Illinois
$2.29M +$1.11M +41,132 +93%
CCWA
50
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.28M +$275K +10,157 +14%

IBDQ Hedge Fund Activity: Q1 2021 in Review

147 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q1 2021, worth a combined $732M — up 9% from $671M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IBDQ positions and 11 closed out — a net gain of 3 holders — while 80 added to existing stakes and 25 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $13.6M. The largest seller was Trust Company of Kansas, exiting entirely with an estimated $13.4M sold.

  • 147 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q1 2021, up from 146 in Q4 2020.
  • Funds reported $732M of iShares iBonds Dec 2025 Term Corporate ETF stock for Q1 2021, up 9% quarter-over-quarter.
  • 14 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q1 2021 and 11 closed out, a net change of +3 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q1 2021 was Aptus Capital Advisors, an estimated $13.6M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q1 2021 was Trust Company of Kansas, an estimated $13.4M sold.

Based on aggregated 13F filings for Q1 2021.