iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
IBDQ was delisted on the 15th of December, 2025.
55 hedge funds and large institutions have $227M invested in iShares iBonds Dec 2025 Term Corporate ETF in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 6 reducing their positions, and 3 closing their positions.
367% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 3
350% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 6
25% more funds holding
Funds holding: 44 → 55 (+11)
24% more capital invested
Capital invested by funds: $184M → $227M (+$43.2M)
0.88% more ownership
Funds ownership: 72.6% → 73.48% (+0.88%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$16.5M |
| 2 |
MFWM
Motley Fool Wealth Management
Alexandria,
Virginia
|
+$7.87M |
| 3 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$5.17M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$4.36M |
| 5 |
CIM
Confluence Investment Management
St. Louis,
Missouri
|
+$2.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
-$2.7M |
| 2 |
Jane Street
New York
|
-$1.21M |
| 3 |
WGCA
Wolf Group Capital Advisors
Fairfax,
Virginia
|
-$385K |
| 4 |
LWM
Lenox Wealth Management
Cincinnati,
Ohio
|
-$220K |
| 5 |
BF
BOK Financial
Tulsa,
Oklahoma
|
-$82.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FGC
51
Financial Gravity Companies
Lakeway,
Texas
| $28K | +$4.96K | +203 | +21% |
|
52
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $28K | +$28.6K | +1,170 | New |
|
|
FGAM
53
Financial Gravity Asset Management
Lakeway,
Texas
| $28K | +$29.1K | +1,190 | New |
|
54
William Blair & Company
Chicago,
Illinois
| $24K | +$24.4K | +1,000 | New |
|
|
MA
55
MCF Advisors
Covington,
Kentucky
| $11K | – | – | – |
|
|
WAM
56
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| $11K | – | – | – |
|
57
Citigroup
New York
| $10K | – | – | – |
|
|
AIM
58
Anchor Investment Management
Columbia,
South Carolina
| $1.94K | – | – | – |
|
59
BlackRock
New York
| $1K | – | – | – |
|
|
60
Jane Street
New York
| – | -$1.21M | -48,459 | Closed |
|
|
GI
61
Gradient Investments
Arden Hills,
Minnesota
| – | -$14K | -556 | Closed |
|
IBDQ Hedge Fund Activity: Q1 2018 in Review
55 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q1 2018, worth a combined $227M — up 24% from $184M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new IBDQ positions and 3 closed out — a net gain of 11 holders — while 27 added to existing stakes and 6 trimmed.
The largest buyer was Stifel Financial, opening a new position worth an estimated $16.5M. The largest seller was Capital Advisors Inc, cutting an estimated $2.7M.
- 55 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q1 2018, up from 44 in Q4 2017.
- Funds reported $227M of iShares iBonds Dec 2025 Term Corporate ETF stock for Q1 2018, up 24% quarter-over-quarter.
- 14 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q1 2018 and 3 closed out, a net change of +11 holders.
- The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q1 2018 was Stifel Financial, an estimated $16.5M added.
- The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q1 2018 was Capital Advisors Inc, an estimated $2.7M sold.
Based on aggregated 13F filings for Q1 2018.