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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
Kovitz Investment Group Partners
101
Kovitz Investment Group Partners
Illinois
$234K +$8.96K +330 +4%
LCP
102
Legacy Capital Partners
Wisconsin
$200K +$201K +7,385 New
VNA
103
Valley National Advisers
Pennsylvania
$148K +$148K +5,457 New
LWANC
104
Laurel Wealth Advisors (North Carolina)
North Carolina
$134K
FFIC
105
First Fiduciary Investment Counsel
Ohio
$104K
MA
106
MCF Advisors
Kentucky
$101K
KOCAA
107
Knights of Columbus Asset Advisors
Connecticut
$99K +$16.6K +612 +20%
FRA
108
Front Row Advisors
California
$94K
RG
109
Retirement Group
California
$78K +$25.4K +937 +49%
SPIA
110
Steward Partners Investment Advisory
New York
$78K +$35.2K +1,295 +83%
KPCM
111
Kings Point Capital Management
New York
$72K +$72.4K +2,665 New
ASN
112
Advisory Services Network
Georgia
$58K +$58.1K +2,140 New
AA
113
AlphaMark Advisors
Kentucky
$57K
CFGS
114
Concourse Financial Group Securities
Alabama
$50K
PFS
115
Prospera Financial Services
Texas
$50K
NSB
116
Norway Savings Bank
Maine
$47K
PGAM
117
Princeton Global Asset Management
New Jersey
$38K +$38.2K +1,405 New
PB
118
Pinnacle Bancorp
Nebraska
$29K
SFS
119
Sowell Financial Services
Arkansas
$27K
Citigroup
120
Citigroup
New York
$25K
FNBOSM
121
First National Bank of South Miami
Florida
$22K -$76.6K -2,821 -78%
IA
122
IFP Advisors
Florida
$16K -$30.8K -1,134 -66%
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$12K
NFG
124
Next Financial Group
Texas
$9K +$9.15K +337 New
CYG
125
Clean Yield Group
Vermont
$8K

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.