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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

122 hedge funds and large institutions have $462M invested in iShares iBonds Dec 2025 Term Corporate ETF in 2020 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 21

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

16% more capital invested

Capital invested by funds: $399M → $462M (+$62.7M)

8% more funds holding

Funds holding: 113122 (+9)

0.78% less ownership

Funds ownership: 66.92%66.14% (-0.78%)

Holders
122
Holders Change
+9
Holders Change %
+7.96%
% of All Funds
2.5%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
20
Increased
51
Reduced
21
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ADL
51
Asset Dedication LLC
California
$1.15M -$67.9K -2,588 -6%
OMC
52
Old Mission Capital
Illinois
$1.12M +$539K +20,516 +98%
CA
53
Cetera Advisors
Colorado
$1.09M +$1.06M +40,562 New
AC
54
Avestar Capital
New York
$1.08M +$152K +5,784 +17%
FFIC
55
First Fiduciary Investment Counsel
Ohio
$1.04M +$102K +3,870 New
BFEC
56
Benjamin F. Edwards & Company
Missouri
$993K -$3.37M -128,482 -78%
CCWA
57
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$990K +$963K +36,699 New
RCA
58
Ranch Capital Advisors
Florida
$928K +$172K +6,562 +24%
FBB
59
Fulton Breakefield Broenniman
Maryland
$892K +$341K +13,005 +65%
PLFAM
60
Pineno Levin & Ford Asset Management
Virginia
$881K +$119K +4,520 +16%
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$832K +$253K +9,642 +46%
FPS
62
Fieldpoint Private Securities
Connecticut
$782K
MMHP
63
Murphy Middleton Hinkle & Parker
Georgia
$756K
LF
64
Lee Financial
Texas
$734K
HighTower Advisors
65
HighTower Advisors
Illinois
$696K -$385K -14,659 Closed
Stifel Financial
66
Stifel Financial
Missouri
$600K +$193K +7,359 +49%
IGGA
67
Iron Gate Global Advisors
Utah
$581K +$565K +21,520 New
FMWA
68
Forvis Mazars Wealth Advisors
Missouri
$572K
JHCP
69
Jackson Hole Capital Partners
Oklahoma
$543K
BEI
70
Benjamin Edwards Inc
Missouri
$531K -$230K -8,755 -31%
Mercer Global Advisors
71
Mercer Global Advisors
Colorado
$513K +$157K +6,000 +46%
DP
72
Dearborn Partners
Illinois
$510K -$2.73K -104 -0.5%
CIA
73
Covington Investment Advisors
Pennsylvania
$506K
EWA
74
EP Wealth Advisors
California
$462K -$507K -19,306 Closed
APP
75
Avantax Planning Partners
Iowa
$453K -$20.6K -785 -4%

IBDQ Hedge Fund Activity: Q2 2020 in Review

122 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q2 2020, worth a combined $462M — up 16% from $399M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IBDQ positions and 11 closed out — a net gain of 9 holders — while 51 added to existing stakes and 21 trimmed.

The largest buyer was Aptus Capital Advisors, opening a new position worth an estimated $44M. The largest seller was Motley Fool Wealth Management, exiting entirely with an estimated $22.7M sold.

  • 122 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q2 2020, up from 113 in Q1 2020.
  • Funds reported $462M of iShares iBonds Dec 2025 Term Corporate ETF stock for Q2 2020, up 16% quarter-over-quarter.
  • 20 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q2 2020 and 11 closed out, a net change of +9 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q2 2020 was Aptus Capital Advisors, an estimated $44M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q2 2020 was Motley Fool Wealth Management, an estimated $22.7M sold.

Based on aggregated 13F filings for Q2 2020.