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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
DADC
76
D.A. Davidson & Co
Montana
$508K +$508K +18,720 New
CIA
77
Covington Investment Advisors
Pennsylvania
$504K -$4.34K -160 -0.9%
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$500K +$158K +5,829 +46%
DP
79
Dearborn Partners
Illinois
$486K -$26.1K -963 -5%
APP
80
Avantax Planning Partners
Iowa
$456K
APA
81
American Portfolios Advisors
New York
$389K
SWPG
82
Strategic Wealth Partners Group
Illinois
$383K +$133K +4,890 +53%
BPA
83
Beacon Pointe Advisors
California
$379K -$50.4K -1,855 -12%
TTWM
84
TCV Trust & Wealth Management
Virginia
$377K -$31.9K -1,175 -8%
AF
85
Arrow Financial
New York
$374K +$264K +9,721 +239%
BWM
86
BerganKDV Wealth Management
Minnesota
$360K
DC
87
Davenport & Co
Virginia
$353K
EGA
88
E&G Advisors
Texas
$339K
RWM
89
Ritholtz Wealth Management
New York
$338K +$40.7K +1,500 +14%
SWM
90
Segment Wealth Management
Texas
$338K +$48.1K +1,770 +17%
Stifel Financial
91
Stifel Financial
Missouri
$337K -$267K -9,843 -44%
FA
92
FCG Advisors
New Jersey
$333K +$1.98K +73 +0.6%
JP Morgan Chase
93
JP Morgan Chase
New York
$327K +$231K +8,507 +240%
WGCA
94
Wolf Group Capital Advisors
Virginia
$310K
RBC
95
Roble Belko & Company
Pennsylvania
$287K
SI
96
Stephens Inc
Arkansas
$281K +$281K +10,343 New
RFC
97
Regions Financial Corp
Alabama
$280K +$20.4K +750 +8%
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$278K
KCM
99
Kathmere Capital Management
Pennsylvania
$267K +$1.41K +52 +0.5%
MG
100
Mather Group
Illinois
$234K -$37K -1,364 -14%

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.