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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF
IBDQ

Delisted

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

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72 hedge funds and large institutions have $285M invested in iShares iBonds Dec 2025 Term Corporate ETF in 2018 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

50% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 18

13% more funds holding

Funds holding: 64 → 72 (+8)

7% more capital invested

Capital invested by funds: $265M → $285M (+$19.2M)

2.85% more ownership

Funds ownership: 77.6% → 80.45% (+2.9%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
72
Holders Change
+8
Holders Change %
+12.5%
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
27
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$10M
2
SIC
Sigma Investment Counselors
Michigan
+$4.99M
3
Morgan Stanley
Morgan Stanley
New York
+$2.5M
4
RFO
RiverGlades Family Offices
Florida
+$1.95M
5
Wells Fargo
Wells Fargo
California
+$1.41M

Top Sellers

Rank Fund Capital Flow
1
UCFA
United Capital Financial Advisors
Texas
-$2.96M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.04M
3
CAI
Capital Advisors Inc
Oklahoma
-$2.01M
4
Bank of America
Bank of America
North Carolina
-$1.87M
5
Jane Street
Jane Street
New York
-$1.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
WF
51
WealthTrust Fairport
Ohio
$266K – – –
PAG
52
Private Advisor Group
New Jersey
$263K – – –
RBC
53
Roble Belko & Company
Pennsylvania
$250K +$250K +10,584 New
SWM
54
Segment Wealth Management
Texas
$219K – – –
SVWA
55
Sound View Wealth Advisors
Georgia
$206K +$206K +8,710 New
PCP
56
Proficio Capital Partners
Massachusetts
$159K -$2.96K -125 -2%
GWA
57
Guidant Wealth Advisors
Illinois
$137K +$138K +5,818 New
APA
58
American Portfolios Advisors
New York
$116K +$109K +4,600 +1,533%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$98K +$98.2K +4,153 New
LTFS
60
Ladenburg Thalmann Financial Services
Florida
$95K +$22.7K +960 +31%
FRA
61
Front Row Advisors
California
$81K – – –
OAM
62
Oppenheimer Asset Management
New York
$73K +$73.2K +3,098 New
LWANC
63
Laurel Wealth Advisors (North Carolina)
North Carolina
$64K +$63.8K +2,700 New
NFG
64
Next Financial Group
Texas
$64K +$64K +2,708 New
FGC
65
Financial Gravity Companies
Texas
$58K +$56.8K +2,404 New
ADL
66
Asset Dedication LLC
California
$54K +$56.4K +2,386 New
IA
67
IFP Advisors
Florida
$27K -$49.9K -2,109 -65%
PB
68
Pinnacle Bancorp
Nebraska
$25K +$25.1K +1,060 New
William Blair & Company
69
William Blair & Company
Illinois
$24K – – –
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$22K -$65.6K -2,773 -75%
WAM
71
Wealthspire Advisors (Maryland)
Maryland
$11K – – –
Citigroup
72
Citigroup
New York
$9K – – –
AIC
73
Ameritas Investment Company
Nebraska
$7K +$7.49K +317 New
ASN
74
Advisory Services Network
Georgia
$4K – – –
AIM
75
Anchor Investment Management
South Carolina
$1.89K – – –
1 2
3
4

IBDQ Hedge Fund Activity: Q4 2018 in Review

72 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q4 2018, worth a combined $285M — up 7.2% from $265M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IBDQ positions and 6 closed out — a net gain of 11 holders — while 27 added to existing stakes and 18 trimmed.

The largest buyer was UBS Group, adding an estimated $10M. The largest seller was United Capital Financial Advisors, cutting an estimated $2.96M.

  • 72 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q4 2018, up from 64 in Q3 2018.
  • Funds reported $285M of iShares iBonds Dec 2025 Term Corporate ETF stock for Q4 2018, up 7.2% quarter-over-quarter.
  • 17 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q4 2018 and 6 closed out, a net change of +11 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q4 2018 was UBS Group, an estimated $10M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q4 2018 was United Capital Financial Advisors, an estimated $2.96M sold.

Based on aggregated 13F filings for Q4 2018.