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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

113 hedge funds and large institutions have $399M invested in iShares iBonds Dec 2025 Term Corporate ETF in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 45 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

67% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 27

13% more capital invested

Capital invested by funds: $354M → $399M (+$45.5M)

6% more funds holding

Funds holding: 107113 (+6)

0.87% more ownership

Funds ownership: 66.05%66.92% (+0.87%)

Holders
113
Holders Change
+6
Holders Change %
+5.61%
% of All Funds
2.49%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
21
Increased
45
Reduced
27
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
51
Private Advisor Group
New Jersey
$929K +$60.5K +2,347 +7%
AC
52
Avestar Capital
New York
$856K +$883K +34,265 New
FPS
53
Fieldpoint Private Securities
Connecticut
$724K
BEI
54
Benjamin Edwards Inc
Missouri
$710K +$443K +17,205 +153%
PLFAM
55
Pineno Levin & Ford Asset Management
Virginia
$702K +$725K +28,130 New
MMHP
56
Murphy Middleton Hinkle & Parker
Georgia
$699K -$108K -4,199 -13%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$698K +$720K +27,933 New
RCA
58
Ranch Capital Advisors
Florida
$687K -$222K -8,633 -24%
LF
59
Lee Financial
Texas
$680K
LWM
60
Lyell Wealth Management
California
$571K +$589K +22,875 New
FMWA
61
Forvis Mazars Wealth Advisors
Missouri
$529K +$546K +21,199 New
CAPTRUST Financial Advisors
62
CAPTRUST Financial Advisors
North Carolina
$524K -$2.27K -88 -0.4%
OMC
63
Old Mission Capital
Illinois
$520K +$537K +20,833 New
JHCP
64
Jackson Hole Capital Partners
Oklahoma
$503K
FBB
65
Fulton Breakefield Broenniman
Maryland
$501K +$282K +10,950 +120%
EWA
66
EP Wealth Advisors
California
$482K +$56.4K +2,188 +13%
DP
67
Dearborn Partners
Illinois
$474K +$29.7K +1,151 +6%
CIA
68
Covington Investment Advisors
Pennsylvania
$468K
APP
69
Avantax Planning Partners
Iowa
$439K +$27.3K +1,061 +6%
TTWM
70
TCV Trust & Wealth Management
Virginia
$385K -$27.2K -1,055 -6%
Stifel Financial
71
Stifel Financial
Missouri
$372K -$10.4M -405,188 -96%
HighTower Advisors
72
HighTower Advisors
Illinois
$368K +$378K +14,659 New
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$365K +$84.2K +3,268 +29%
BWM
74
BerganKDV Wealth Management
Minnesota
$331K
CWS
75
Cypress Wealth Services
California
$329K +$38.9K +1,510 +13%

IBDQ Hedge Fund Activity: Q1 2020 in Review

113 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q1 2020, worth a combined $399M — up 13% from $354M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IBDQ positions and 10 closed out — a net gain of 11 holders — while 45 added to existing stakes and 27 trimmed.

The largest buyer was Capital Advisors Inc, opening a new position worth an estimated $55.1M. The largest seller was Aptus Capital Advisors, exiting entirely with an estimated $25.1M sold.

  • 113 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q1 2020, up from 107 in Q4 2019.
  • Funds reported $399M of iShares iBonds Dec 2025 Term Corporate ETF stock for Q1 2020, up 13% quarter-over-quarter.
  • 21 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q1 2020 and 10 closed out, a net change of +11 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q1 2020 was Capital Advisors Inc, an estimated $55.1M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q1 2020 was Aptus Capital Advisors, an estimated $25.1M sold.

Based on aggregated 13F filings for Q1 2020.