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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

155 hedge funds and large institutions have $802M invested in iShares iBonds Dec 2025 Term Corporate ETF in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 80 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 30

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

10% more capital invested

Capital invested by funds: $732M → $802M (+$70.2M)

5% more funds holding

Funds holding: 147155 (+8)

0.31% more ownership

Funds ownership: 69.17%69.48% (+0.31%)

Holders
155
Holders Change
+8
Holders Change %
+5.44%
% of All Funds
2.7%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
16
Increased
80
Reduced
30
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
26
Azimuth Capital Management
Michigan
$6.12M +$279K +10,325 +5%
AIA
27
Arcadia Investment Advisors
Idaho
$5.94M +$126K +4,685 +2%
SSB
28
Sandy Spring Bank
Maryland
$5.84M +$287K +10,625 +5%
KNW
29
Kesler Norman & Wride
Utah
$5.39M +$126K +4,687 +2%
PWS
30
Peloton Wealth Strategists
Indiana
$5.28M +$931K +34,500 +21%
Mariner
31
Mariner
Kansas
$5.14M -$135K -5,004 -3%
RJA
32
Raymond James & Associates
Florida
$4.92M +$224K +8,316 +5%
UCFA
33
United Capital Financial Advisors
Texas
$4.88M +$25.1K +932 +0.5%
FBB
34
Fulton Breakefield Broenniman
Maryland
$4.58M +$1.24M +45,850 +37%
Truist Financial
35
Truist Financial
North Carolina
$4.25M +$645K +23,895 +18%
DE
36
Day & Ennis
Georgia
$3.92M +$10.7K +396 +0.3%
KF
37
Krilogy Financial
Missouri
$3.92M +$449K +16,638 +13%
PWM
38
Praetorian Wealth Management
California
$3.75M +$201K +7,436 +6%
Citadel Advisors
39
Citadel Advisors
Florida
$3.69M +$1.42M +52,662 +63%
LWM
40
Lyell Wealth Management
California
$3.56M -$143K -5,300 -4%
SWMG
41
Signature Wealth Management Group
Georgia
$3.35M -$4.91K -182 -0.1%
4FG
42
4Thought Financial Group
New York
$3.25M +$120K +4,465 +4%
NC
43
NovaPoint Capital
Georgia
$3.03M +$366K +13,582 +14%
FCA
44
FinTrust Capital Advisors
South Carolina
$2.93M +$328K +12,164 +13%
MCCP
45
Mission Creek Capital Partners
California
$2.73M +$223K +8,267 +9%
IF
46
IRON Financial
Illinois
$2.61M +$2.61M +96,801 New
EC
47
Estate Counselors
Wisconsin
$2.52M +$55.3K +2,050 +2%
FIM
48
Freedom Investment Management
Connecticut
$2.49M +$83.9K +3,110 +3%
CCWA
49
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.36M +$63.4K +2,351 +3%
IGGA
50
Iron Gate Global Advisors
Utah
$2.33M +$186K +6,878 +9%

IBDQ Hedge Fund Activity: Q2 2021 in Review

155 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q2 2021, worth a combined $802M — up 9.6% from $732M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IBDQ positions and 7 closed out — a net gain of 9 holders — while 80 added to existing stakes and 30 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $13.5M. The largest seller was Godsey & Gibb Inc, exiting entirely with an estimated $3.94M sold.

  • 155 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q2 2021, up from 147 in Q1 2021.
  • Funds reported $802M of iShares iBonds Dec 2025 Term Corporate ETF stock for Q2 2021, up 9.6% quarter-over-quarter.
  • 16 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q2 2021 and 7 closed out, a net change of +9 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q2 2021 was Aptus Capital Advisors, an estimated $13.5M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q2 2021 was Godsey & Gibb Inc, an estimated $3.94M sold.

Based on aggregated 13F filings for Q2 2021.