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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
DC
76
Davenport & Co
Virginia
$325K -$103K -4,000 -24%
Mercer Global Advisors
77
Mercer Global Advisors
Colorado
$325K +$335K +13,016 New
EGA
78
E&G Advisors
Texas
$312K -$25.8K -1,000 -7%
FA
79
FCG Advisors
New Jersey
$302K +$8.38K +325 +3%
APA
80
American Portfolios Advisors
New York
$301K +$11.5K +445 +4%
WGCA
81
Wolf Group Capital Advisors
Virginia
$285K +$294K +11,428 New
QCM
82
Quest Capital Management
Texas
$274K +$77.2K +2,995 +37%
RBC
83
Roble Belko & Company
Pennsylvania
$264K
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$256K
KCM
85
Kathmere Capital Management
Pennsylvania
$243K +$30.1K +1,167 +14%
SWPG
86
Strategic Wealth Partners Group
Illinois
$230K +$238K +9,225 New
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$229K -$182K -7,069 -44%
WAS
88
Wealth Advisory Solutions
Indiana
$222K -$18.1K -701 -7%
BII
89
Bainco International Investors
Massachusetts
$181K +$187K +7,250 New
AIC
90
Ameritas Investment Company
Nebraska
$132K +$593 +23 +0.4%
LWANC
91
Laurel Wealth Advisors (North Carolina)
North Carolina
$124K
MA
92
MCF Advisors
Kentucky
$93K
FRA
93
Front Row Advisors
California
$90K -$5.15K -200 -5%
AF
94
Arrow Financial
New York
$90K +$33.1K +1,286 +55%
KOCAA
95
Knights of Columbus Asset Advisors
Connecticut
$76K -$16.5K -641 -17%
ASN
96
Advisory Services Network
Georgia
$53K -$14.9K -580 -21%
FNBOSM
97
First National Bank of South Miami
Florida
$53K +$55.1K +2,139 New
AA
98
AlphaMark Advisors
Kentucky
$52K +$49K +1,900 +950%
CFGS
99
Concourse Financial Group Securities
Alabama
$46K +$8.68K +337 +22%
NFG
100
Next Financial Group
Texas
$44K -$30.7K -1,191 -40%

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.