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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

155 hedge funds and large institutions have $802M invested in iShares iBonds Dec 2025 Term Corporate ETF in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 80 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 30

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

10% more capital invested

Capital invested by funds: $732M → $802M (+$70.2M)

5% more funds holding

Funds holding: 147155 (+8)

0.31% more ownership

Funds ownership: 69.17%69.48% (+0.31%)

Holders
155
Holders Change
+8
Holders Change %
+5.44%
% of All Funds
2.7%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
16
Increased
80
Reduced
30
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFO
76
Stokes Family Office
Louisiana
$986K -$54K -2,000 -5%
IWC
77
Integrated Wealth Concepts
Massachusetts
$939K -$9.53K -353 -1%
MMHP
78
Murphy Middleton Hinkle & Parker
Georgia
$910K +$38.7K +1,436 +4%
PLFAM
79
Pineno Levin & Ford Asset Management
Virginia
$866K
Stifel Financial
80
Stifel Financial
Missouri
$850K +$6.83K +253 +0.8%
FPS
81
Fieldpoint Private Securities
Connecticut
$780K
LHC
82
Little House Capital
Massachusetts
$774K +$774K +28,675 New
APA
83
American Portfolios Advisors
New York
$740K +$17.9K +665 +2%
AIM
84
Arcadia Investment Management
Michigan
$738K +$738K +27,350 New
LF
85
Lee Financial
Texas
$735K
AF
86
Arrow Financial
New York
$734K +$132K +4,906 +22%
PGAM
87
Princeton Global Asset Management
New Jersey
$733K +$118K +4,375 +19%
PAG
88
Private Advisor Group
New Jersey
$709K -$760K -28,173 -52%
SI
89
Stephens Inc
Arkansas
$683K
FMWA
90
Forvis Mazars Wealth Advisors
Missouri
$622K
QCM
91
Quest Capital Management
Texas
$614K +$99.9K +3,703 +19%
MSFS
92
Main Street Financial Solutions
Pennsylvania
$573K +$21.6K +801 +4%
CIA
93
Covington Investment Advisors
Pennsylvania
$572K +$12.2K +452 +2%
JHCP
94
Jackson Hole Capital Partners
Oklahoma
$571K -$124K -4,580 -18%
WFA
95
Wells Financial Advisors
Massachusetts
$557K
IA
96
IFG Advisory
Georgia
$550K -$625K -23,155 -53%
CWS
97
Cypress Wealth Services
California
$545K +$2.59K +96 +0.5%
DADC
98
D.A. Davidson & Co
Montana
$505K
SPIA
99
Steward Partners Investment Advisory
New York
$476K +$95K +3,520 +25%
APP
100
Avantax Planning Partners
Iowa
$475K

IBDQ Hedge Fund Activity: Q2 2021 in Review

155 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q2 2021, worth a combined $802M — up 9.6% from $732M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IBDQ positions and 7 closed out — a net gain of 9 holders — while 80 added to existing stakes and 30 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $13.5M. The largest seller was Godsey & Gibb Inc, exiting entirely with an estimated $3.94M sold.

  • 155 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q2 2021, up from 147 in Q1 2021.
  • Funds reported $802M of iShares iBonds Dec 2025 Term Corporate ETF stock for Q2 2021, up 9.6% quarter-over-quarter.
  • 16 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q2 2021 and 7 closed out, a net change of +9 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q2 2021 was Aptus Capital Advisors, an estimated $13.5M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q2 2021 was Godsey & Gibb Inc, an estimated $3.94M sold.

Based on aggregated 13F filings for Q2 2021.