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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

146 hedge funds and large institutions have $671M invested in iShares iBonds Dec 2025 Term Corporate ETF in 2020 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 64 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

440% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 5

146% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 26

25% more capital invested

Capital invested by funds: $535M → $671M (+$136M)

16% more funds holding

Funds holding: 126146 (+20)

4.38% more ownership

Funds ownership: 64.96%69.34% (+4.4%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
146
Holders Change
+20
Holders Change %
+15.87%
% of All Funds
2.58%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
27
Increased
64
Reduced
26
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
76
Stifel Financial
Missouri
$795K +$452K +16,632 +134%
FPS
77
Fieldpoint Private Securities
Connecticut
$794K
LF
78
Lee Financial
Texas
$745K
RWM
79
Ritholtz Wealth Management
New York
$691K +$348K +12,800 +103%
IGGA
80
Iron Gate Global Advisors
Utah
$672K -$181K -6,640 -21%
FMWA
81
Forvis Mazars Wealth Advisors
Missouri
$630K
MSFS
82
Main Street Financial Solutions
Pennsylvania
$593K +$589K +21,661 New
CWS
83
Cypress Wealth Services
California
$592K +$588K +21,636 New
APA
84
American Portfolios Advisors
New York
$579K +$186K +6,845 +48%
WFA
85
Wells Financial Advisors
Massachusetts
$565K +$561K +20,640 New
AF
86
Arrow Financial
New York
$553K +$174K +6,411 +46%
JHCP
87
Jackson Hole Capital Partners
Oklahoma
$551K
CIA
88
Covington Investment Advisors
Pennsylvania
$535K +$25.6K +940 +5%
QCM
89
Quest Capital Management
Texas
$521K
DADC
90
D.A. Davidson & Co
Montana
$512K
BEI
91
Benjamin Edwards Inc
Missouri
$483K -$35.3K -1,297 -7%
DP
92
Dearborn Partners
Illinois
$483K -$7.72K -284 -2%
EWA
93
EP Wealth Advisors
California
$469K +$466K +17,118 New
APP
94
Avantax Planning Partners
Iowa
$457K -$2.34K -86 -0.5%
BWM
95
BerganKDV Wealth Management
Minnesota
$413K +$49.9K +1,833 +14%
JP Morgan Chase
96
JP Morgan Chase
New York
$413K +$82.8K +3,046 +25%
RCA
97
Ranch Capital Advisors
Florida
$405K -$451K -16,599 -53%
MIH
98
Meitav Investment House
Israel
$394K +$393K +14,435 New
FNB
99
Farmers National Bank
Kentucky
$382K +$380K +13,956 New
SWM
100
Segment Wealth Management
Texas
$380K +$38.9K +1,430 +11%

IBDQ Hedge Fund Activity: Q4 2020 in Review

146 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q4 2020, worth a combined $671M — up 25% from $535M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IBDQ positions and 5 closed out — a net gain of 22 holders — while 64 added to existing stakes and 26 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $19.4M. The largest seller was Citadel Advisors, cutting an estimated $1.71M.

  • 146 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q4 2020, up from 126 in Q3 2020.
  • Funds reported $671M of iShares iBonds Dec 2025 Term Corporate ETF stock for Q4 2020, up 25% quarter-over-quarter.
  • 27 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q4 2020 and 5 closed out, a net change of +22 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q4 2020 was Aptus Capital Advisors, an estimated $19.4M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q4 2020 was Citadel Advisors, an estimated $1.71M sold.

Based on aggregated 13F filings for Q4 2020.