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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
IA
101
IFP Advisors
Florida
$43K +$15.3K +595 +52%
SPIA
102
Steward Partners Investment Advisory
New York
$39K
Citigroup
103
Citigroup
New York
$27K
PB
104
Pinnacle Bancorp
Nebraska
$26K
SFS
105
Sowell Financial Services
Arkansas
$25K
MWM
106
MBE Wealth Management
Wisconsin
$20K +$20.7K +804 New
TF
107
TimeScale Financial
Massachusetts
$16K
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$12K
CYG
109
Clean Yield Group
Vermont
$7K
PMFA
110
Plante Moran Financial Advisors
Michigan
$6K +$6.57K +255 New
JP Morgan Chase
111
JP Morgan Chase
New York
$5K +$2.58K +100 +104%
GWM
112
Geneos Wealth Management
Colorado
$4K +$5.15K +200 New
AIM
113
Anchor Investment Management
South Carolina
$2K
BlackRock
114
BlackRock
New York
$1K
ACA
115
Aptus Capital Advisors
Alabama
-$25.1M -967,675 Closed
Wolverine Trading
116
Wolverine Trading
Illinois
-$2.05M -78,934 Closed
CIM
117
Confluence Investment Management
Missouri
-$1.73M -67,724 Closed
AWM
118
Argent Wealth Management
Massachusetts
-$1.26M -48,511 Closed
PAS
119
Park Avenue Securities
New York
-$876K -33,789 Closed
RJT
120
Raymond James Trust
Florida
-$249K -9,597 Closed
SWM
121
Segment Wealth Management
Texas
-$241K -9,300 Closed
William Blair & Company
122
William Blair & Company
Illinois
-$26K -1,000 Closed

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.