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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

147 hedge funds and large institutions have $732M invested in iShares iBonds Dec 2025 Term Corporate ETF in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 80 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 25

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

9% more capital invested

Capital invested by funds: $671M → $732M (+$60.8M)

1% more funds holding

Funds holding: 146147 (+1)

0.17% less ownership

Funds ownership: 69.34%69.17% (-0.17%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
147
Holders Change
+1
Holders Change %
+0.68%
% of All Funds
2.58%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
14
Increased
80
Reduced
25
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
51
Citadel Advisors
Florida
$2.25M +$417K +15,383 +22%
MGIA
52
Matthew Goff Investment Advisor
Texas
$2.18M -$805K -29,717 -27%
IGGA
53
Iron Gate Global Advisors
Utah
$2.13M +$1.49M +55,017 +224%
WI
54
WrapManager Inc
California
$2.05M +$23.7K +877 +1%
LWANC
55
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.78M +$1.66M +61,400 +1,240%
CCM
56
Cribstone Capital Management
Maine
$1.75M +$752K +27,785 +74%
ACS
57
Archford Capital Strategies
Illinois
$1.74M +$131K +4,820 +8%
BRG
58
Bay Rivers Group
Virginia
$1.65M +$309K +11,413 +23%
Osaic Holdings
59
Osaic Holdings
Arizona
$1.63M -$104K -3,854 -6%
KAS
60
Kestra Advisory Services
Texas
$1.54M -$3.4M -125,631 -69%
PAG
61
Private Advisor Group
New Jersey
$1.46M +$75.1K +2,772 +5%
RWM
62
Ritholtz Wealth Management
New York
$1.43M +$757K +27,950 +111%
AC
63
Avestar Capital
New York
$1.36M +$99.5K +3,675 +8%
BFEC
64
Benjamin F. Edwards & Company
Missouri
$1.3M +$131K +4,843 +11%
CA
65
CGN Advisors
Kansas
$1.25M -$15.4K -569 -1%
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$1.24M +$255K +9,433 +26%
ECM
67
Exchange Capital Management
Michigan
$1.23M -$2.9K -107 -0.2%
CA
68
Cetera Advisors
Colorado
$1.17M +$70.3K +2,597 +6%
IA
69
IFG Advisory
Georgia
$1.17M +$1.18M +43,564 New
ADL
70
Asset Dedication LLC
California
$1.17M -$195K -7,214 -14%
BCPWM
71
Bradley & Co Private Wealth Management
Florida
$1.16M +$1.17M +43,115 New
SFO
72
Stokes Family Office
Louisiana
$1.03M
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$1.01M +$102K +3,757 +11%
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$987K +$189K +6,968 +23%
IWC
75
Integrated Wealth Concepts
Massachusetts
$943K +$11.7K +432 +1%

IBDQ Hedge Fund Activity: Q1 2021 in Review

147 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q1 2021, worth a combined $732M — up 9% from $671M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IBDQ positions and 11 closed out — a net gain of 3 holders — while 80 added to existing stakes and 25 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $13.6M. The largest seller was Trust Company of Kansas, exiting entirely with an estimated $13.4M sold.

  • 147 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q1 2021, up from 146 in Q4 2020.
  • Funds reported $732M of iShares iBonds Dec 2025 Term Corporate ETF stock for Q1 2021, up 9% quarter-over-quarter.
  • 14 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q1 2021 and 11 closed out, a net change of +3 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q1 2021 was Aptus Capital Advisors, an estimated $13.6M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q1 2021 was Trust Company of Kansas, an estimated $13.4M sold.

Based on aggregated 13F filings for Q1 2021.