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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
COF
101
Capital One Financial
Virginia
$357K -$462K -16,979 -57%
DC
102
Davenport & Co
Virginia
$356K
SWPG
103
Strategic Wealth Partners Group
Illinois
$353K -$33.1K -1,218 -9%
EGA
104
E&G Advisors
Texas
$342K
BPA
105
Beacon Pointe Advisors
California
$340K -$44.8K -1,646 -12%
SCG
106
Sonata Capital Group
Washington
$338K +$336K +12,337 New
Thrivent Financial for Lutherans
107
Thrivent Financial for Lutherans
Minnesota
$323K
WGCA
108
Wolf Group Capital Advisors
Virginia
$313K
TTWM
109
TCV Trust & Wealth Management
Virginia
$290K -$90.7K -3,335 -24%
RBC
110
Roble Belko & Company
Pennsylvania
$290K
SI
111
Stephens Inc
Arkansas
$283K
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$281K
RFC
113
Regions Financial Corp
Alabama
$280K -$2.99K -110 -1%
VNA
114
Valley National Advisers
Pennsylvania
$275K +$125K +4,584 +84%
KCM
115
Kathmere Capital Management
Pennsylvania
$272K +$1.9K +70 +0.7%
AAS
116
Avantax Advisory Services
Texas
$268K
FNBOSM
117
First National Bank of South Miami
Florida
$267K +$243K +8,953 +1,129%
MML Investors Services
118
MML Investors Services
Massachusetts
$261K +$260K +9,549 New
Kovitz Investment Group Partners
119
Kovitz Investment Group Partners
Illinois
$236K
MA
120
MCF Advisors
Kentucky
$230K +$127K +4,674 +126%
CAM
121
Claret Asset Management
Quebec, Canada
$205K +$204K +7,500 New
AF
122
Allworth Financial
California
$164K +$163K +5,977 New
RG
123
Retirement Group
California
$154K +$75.6K +2,780 +97%
BAM
124
Belpointe Asset Management
Nevada
$151K +$150K +5,500 New
BBHC
125
Brown Brothers Harriman & Co
New York
$141K +$141K +5,168 New

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.