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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

161 hedge funds and large institutions have $858M invested in iShares iBonds Dec 2025 Term Corporate ETF in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 80 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 29

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

7% more capital invested

Capital invested by funds: $802M → $858M (+$55.5M)

4% more funds holding

Funds holding: 155161 (+6)

2.34% more ownership

Funds ownership: 69.48%71.83% (+2.3%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
161
Holders Change
+6
Holders Change %
+3.87%
% of All Funds
2.82%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
17
Increased
80
Reduced
29
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SSB
26
Sandy Spring Bank
Maryland
$6.25M +$451K +16,708 +8%
AIA
27
Arcadia Investment Advisors
Idaho
$6.02M +$109K +4,055 +2%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$5.73M -$2.19M -81,347 -28%
PWS
29
Peloton Wealth Strategists
Indiana
$5.66M +$405K +15,000 +8%
KNW
30
Kesler Norman & Wride
Utah
$5.36M +$19.5K +722 +0.4%
FBB
31
Fulton Breakefield Broenniman
Maryland
$5.17M +$624K +23,125 +14%
UCFA
32
United Capital Financial Advisors
Texas
$4.97M +$110K +4,090 +2%
Citadel Advisors
33
Citadel Advisors
Florida
$4.95M +$1.29M +47,847 +35%
RJA
34
Raymond James & Associates
Florida
$4.85M -$48.3K -1,789 -1%
Truist Financial
35
Truist Financial
North Carolina
$4.6M +$372K +13,806 +9%
Mariner
36
Mariner
Kansas
$4.53M -$589K -21,850 -11%
KF
37
Krilogy Financial
Missouri
$3.99M +$92.8K +3,442 +2%
DE
38
Day & Ennis
Georgia
$3.91M +$11.4K +421 +0.3%
PWM
39
Praetorian Wealth Management
California
$3.91M +$178K +6,613 +5%
4FG
40
4Thought Financial Group
New York
$3.59M +$352K +13,057 +11%
LWM
41
Lyell Wealth Management
California
$3.54M -$6.74K -250 -0.2%
NC
42
NovaPoint Capital
Georgia
$3.41M +$394K +14,623 +13%
SWMG
43
Signature Wealth Management Group
Georgia
$3.34M +$2.78K +103 +0.1%
FCA
44
FinTrust Capital Advisors
South Carolina
$3.28M +$372K +13,809 +13%
CCM
45
Cribstone Capital Management
Maine
$3.28M +$964K +35,726 +41%
IF
46
IRON Financial
Illinois
$3.21M +$616K +22,831 +24%
MCCP
47
Mission Creek Capital Partners
California
$2.61M -$98.7K -3,659 -4%
FIM
48
Freedom Investment Management
Connecticut
$2.55M +$75.7K +2,808 +3%
IGGA
49
Iron Gate Global Advisors
Utah
$2.42M +$98.2K +3,641 +4%
PAG
50
Private Advisor Group
New Jersey
$2.4M +$1.71M +63,265 +241%

IBDQ Hedge Fund Activity: Q3 2021 in Review

161 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q3 2021, worth a combined $858M — up 6.9% from $802M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IBDQ positions and 10 closed out — a net gain of 7 holders — while 80 added to existing stakes and 29 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $18M. The largest seller was Estate Counselors, cutting an estimated $2.34M.

  • 161 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q3 2021, up from 155 in Q2 2021.
  • Funds reported $858M of iShares iBonds Dec 2025 Term Corporate ETF stock for Q3 2021, up 6.9% quarter-over-quarter.
  • 17 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q3 2021 and 10 closed out, a net change of +7 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q3 2021 was Aptus Capital Advisors, an estimated $18M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q3 2021 was Estate Counselors, an estimated $2.34M sold.

Based on aggregated 13F filings for Q3 2021.