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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

126 hedge funds and large institutions have $535M invested in iShares iBonds Dec 2025 Term Corporate ETF in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 64 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

237% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 19

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

16% more capital invested

Capital invested by funds: $462M → $535M (+$73.3M)

3% more funds holding

Funds holding: 122126 (+4)

1.18% less ownership

Funds ownership: 66.14%64.96% (-1.2%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $429K

Holders
126
Holders Change
+4
Holders Change %
+3.28%
% of All Funds
2.54%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
15
Increased
64
Reduced
19
Closed
10
Calls
Puts
$429K
Net Calls
-$429K
Net Calls Change
-$429K
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
51
Private Advisor Group
New Jersey
$1.34M -$1.17M -43,214 Closed
CCWA
52
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.28M +$283K +10,416 +28%
ECM
53
Exchange Capital Management
Michigan
$1.25M +$7.33K +270 +0.6%
AC
54
Avestar Capital
New York
$1.21M +$122K +4,505 +11%
CA
55
Cetera Advisors
Colorado
$1.19M +$87.2K +3,210 +8%
BFEC
56
Benjamin F. Edwards & Company
Missouri
$1.18M +$182K +6,686 +18%
Mercer Global Advisors
57
Mercer Global Advisors
Colorado
$1.13M +$619K +22,797 +120%
SFO
58
Stokes Family Office
Louisiana
$1.05M -$217K -8,000 -17%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$964K +$127K +4,683 +15%
PLFAM
60
Pineno Levin & Ford Asset Management
Virginia
$886K
RCAG
61
Rehmann Capital Advisory Group
Michigan
$863K +$864K +31,803 New
MMHP
62
Murphy Middleton Hinkle & Parker
Georgia
$855K +$95.2K +3,506 +13%
RCA
63
Ranch Capital Advisors
Florida
$851K -$73.7K -2,713 -8%
IGGA
64
Iron Gate Global Advisors
Utah
$846K +$263K +9,683 +45%
COF
65
Capital One Financial
Virginia
$815K -$1.39M -51,184 -63%
FPS
66
Fieldpoint Private Securities
Connecticut
$787K
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$742K +$325K +11,970 +78%
LF
68
Lee Financial
Texas
$739K
HFRG
69
Houlihan Financial Resource Group
Virginia
$690K +$690K +25,420 New
FMWA
70
Forvis Mazars Wealth Advisors
Missouri
$625K +$49.9K +1,836 +9%
BRG
71
Bay Rivers Group
Virginia
$569K +$569K +20,956 New
JHCP
72
Jackson Hole Capital Partners
Oklahoma
$546K
QCM
73
Quest Capital Management
Texas
$517K +$219K +8,061 +73%
BEI
74
Benjamin Edwards Inc
Missouri
$514K -$20K -736 -4%
ABC
75
Associated Banc-Corp
Wisconsin
$508K +$69.4K +2,555 +16%

IBDQ Hedge Fund Activity: Q3 2020 in Review

126 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q3 2020, worth a combined $535M — up 16% from $462M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IBDQ positions and 10 closed out — a net gain of 5 holders — while 64 added to existing stakes and 19 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $18M. The largest seller was Sigma Investment Counselors, cutting an estimated $6.71M.

  • 126 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q3 2020, up from 122 in Q2 2020.
  • Funds reported $535M of iShares iBonds Dec 2025 Term Corporate ETF stock for Q3 2020, up 16% quarter-over-quarter.
  • 15 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q3 2020 and 10 closed out, a net change of +5 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q3 2020 was Aptus Capital Advisors, an estimated $18M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q3 2020 was Sigma Investment Counselors, an estimated $6.71M sold.

Based on aggregated 13F filings for Q3 2020.