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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

161 hedge funds and large institutions have $858M invested in iShares iBonds Dec 2025 Term Corporate ETF in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 80 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 29

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

7% more capital invested

Capital invested by funds: $802M → $858M (+$55.5M)

4% more funds holding

Funds holding: 155161 (+6)

2.34% more ownership

Funds ownership: 69.48%71.83% (+2.3%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
161
Holders Change
+6
Holders Change %
+3.87%
% of All Funds
2.82%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
17
Increased
80
Reduced
29
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWANC
51
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.31M +$162K +6,000 +8%
CIM
52
Corda Investment Management
Texas
$2.23M +$1.1M +40,750 +96%
RWM
53
Ritholtz Wealth Management
New York
$2.23M
CCWA
54
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.22M -$123K -4,542 -5%
MGIA
55
Matthew Goff Investment Advisor
Texas
$2.14M -$66.1K -2,449 -3%
MIH
56
Meitav Investment House
Israel
$2.07M +$589K +21,849 +39%
WI
57
WrapManager Inc
California
$1.97M -$46.3K -1,717 -2%
ACS
58
Archford Capital Strategies
Illinois
$1.97M +$140K +5,207 +8%
Osaic Holdings
59
Osaic Holdings
Arizona
$1.86M +$48K +1,781 +3%
BRG
60
Bay Rivers Group
Virginia
$1.83M +$89.1K +3,303 +5%
Bank of New York Mellon
61
Bank of New York Mellon
New York
$1.83M +$20.3K +754 +1%
ABC
62
Associated Banc-Corp
Wisconsin
$1.74M +$161K +5,976 +10%
AMM
63
American Money Management
California
$1.73M +$1.74M +64,387 New
FFIC
64
First Fiduciary Investment Counsel
Ohio
$1.55M +$276K +10,225 +22%
BFEC
65
Benjamin F. Edwards & Company
Missouri
$1.49M +$172K +6,361 +13%
KAS
66
Kestra Advisory Services
Texas
$1.46M -$68.3K -2,534 -4%
CA
67
CGN Advisors
Kansas
$1.46M +$66.2K +2,455 +5%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$1.42M +$41.6K +1,541 +3%
AC
69
Avestar Capital
New York
$1.41M +$13.7K +509 +1%
ADL
70
Asset Dedication LLC
California
$1.29M -$593 -22 -0%
ECM
71
Exchange Capital Management
Michigan
$1.21M -$17.4K -644 -1%
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
$1.18M -$104K -3,842 -8%
BCPWM
73
Bradley & Co Private Wealth Management
Florida
$1.16M
CA
74
Cetera Advisors
Colorado
$1.16M +$10.3K +380 +0.9%
IWC
75
Integrated Wealth Concepts
Massachusetts
$1.04M +$109K +4,042 +12%

IBDQ Hedge Fund Activity: Q3 2021 in Review

161 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q3 2021, worth a combined $858M — up 6.9% from $802M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IBDQ positions and 10 closed out — a net gain of 7 holders — while 80 added to existing stakes and 29 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $18M. The largest seller was Estate Counselors, cutting an estimated $2.34M.

  • 161 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q3 2021, up from 155 in Q2 2021.
  • Funds reported $858M of iShares iBonds Dec 2025 Term Corporate ETF stock for Q3 2021, up 6.9% quarter-over-quarter.
  • 17 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q3 2021 and 10 closed out, a net change of +7 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q3 2021 was Aptus Capital Advisors, an estimated $18M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q3 2021 was Estate Counselors, an estimated $2.34M sold.

Based on aggregated 13F filings for Q3 2021.