We are live on ! Find out more
IBDQ

iShares iBonds Dec 2025 Term Corporate ETF
IBDQ

Delisted

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

Back to rankings

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: 155 → 161 (+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: 8 → 7 (-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
–

Top Buyers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
+$18M
2
HighTower Advisors
HighTower Advisors
Illinois
+$14.9M
3
Morgan Stanley
Morgan Stanley
New York
+$5.84M
4
KCM
Karp Capital Management
California
+$5.46M
5
Bank of America
Bank of America
North Carolina
+$3.59M

Top Sellers

Rank Fund Capital Flow
1
EC
Estate Counselors
Wisconsin
-$2.34M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.19M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.59M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.03M
5
Mariner
Mariner
Kansas
-$589K
Name Holding Trade Value Shares
Change 		Change in
Stake
SFO
76
Stokes Family Office
Louisiana
$981K – – –
APA
77
American Portfolios Advisors
New York
$960K +$225K +8,330 +30%
SCG
78
Sonata Capital Group
Washington
$918K +$464K +17,219 +101%
MMHP
79
Murphy Middleton Hinkle & Parker
Georgia
$916K +$11.2K +416 +1%
PLFAM
80
Pineno Levin & Ford Asset Management
Virginia
$861K – – –
AIM
81
Arcadia Investment Management
Michigan
$855K +$121K +4,500 +16%
Stifel Financial
82
Stifel Financial
Missouri
$843K -$2.46K -91 -0.3%
CIAS
83
CFS Investment Advisory Services
New Jersey
$826K +$830K +30,785 New
FPS
84
Fieldpoint Private Securities
Connecticut
$779K – – –
AF
85
Arrow Financial
New York
$768K +$37.4K +1,385 +5%
PGAM
86
Princeton Global Asset Management
New Jersey
$768K +$38.5K +1,427 +5%
Cambridge Investment Research Advisors
87
Cambridge Investment Research Advisors
Iowa
$758K -$260K -9,622 -25%
LHC
88
Little House Capital
Massachusetts
$755K -$14.6K -543 -2%
WIC
89
Woodmont Investment Counsel
Tennessee
$748K +$751K +27,854 New
LF
90
Lee Financial
Texas
$731K – – –
SI
91
Stephens Inc
Arkansas
$679K – – –
MAS
92
Madden Advisory Services
Florida
$646K +$649K +24,061 New
MSFS
93
Main Street Financial Solutions
Pennsylvania
$634K +$63.5K +2,354 +11%
FMWA
94
Forvis Mazars Wealth Advisors
Missouri
$618K – – –
QCM
95
Quest Capital Management
Texas
$611K – – –
CIA
96
Covington Investment Advisors
Pennsylvania
$577K +$7.82K +290 +1%
WFA
97
Wells Financial Advisors
Massachusetts
$554K – – –
JHCP
98
Jackson Hole Capital Partners
Oklahoma
$540K -$28.1K -1,040 -5%
MML Investors Services
99
MML Investors Services
Massachusetts
$519K +$130K +4,812 +33%
DADC
100
D.A. Davidson & Co
Montana
$503K – – –
2 3
4
5 6

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.