We are live on ! Find out more
IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

147 hedge funds and large institutions have $732M invested in iShares iBonds Dec 2025 Term Corporate ETF in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 80 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 25

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

9% more capital invested

Capital invested by funds: $671M → $732M (+$60.8M)

1% more funds holding

Funds holding: 146147 (+1)

0.17% less ownership

Funds ownership: 69.34%69.17% (-0.17%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
147
Holders Change
+1
Holders Change %
+0.68%
% of All Funds
2.58%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
14
Increased
80
Reduced
25
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
101
BerganKDV Wealth Management
Minnesota
$405K
RCA
102
Ranch Capital Advisors
Florida
$396K -$190 -7 -0%
MML Investors Services
103
MML Investors Services
Massachusetts
$382K +$127K +4,684 +49%
SPIA
104
Steward Partners Investment Advisory
New York
$379K +$297K +10,955 +347%
Thrivent Financial for Lutherans
105
Thrivent Financial for Lutherans
Minnesota
$369K
SWM
106
Segment Wealth Management
Texas
$365K -$8.12K -300 -2%
Jane Street
107
Jane Street
New York
$363K -$1.19M -43,778 -76%
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$352K +$77.4K +2,860 +28%
SWPG
109
Strategic Wealth Partners Group
Illinois
$346K
SCG
110
Sonata Capital Group
Washington
$346K +$14.9K +550 +4%
EGA
111
E&G Advisors
Texas
$335K
KCM
112
Kathmere Capital Management
Pennsylvania
$335K +$69.1K +2,552 +26%
PWM
113
Prentice Wealth Management
New York
$324K +$327K +12,080 New
WGCA
114
Wolf Group Capital Advisors
Virginia
$308K +$1.44K +53 +0.5%
RBC
115
Roble Belko & Company
Pennsylvania
$284K
TTWM
116
TCV Trust & Wealth Management
Virginia
$283K
RFC
117
Regions Financial Corp
Alabama
$274K
DC
118
Davenport & Co
Virginia
$268K -$81.2K -3,000 -23%
COF
119
Capital One Financial
Virginia
$264K -$86.9K -3,208 -25%
CCA
120
Childress Capital Advisors
Texas
$264K +$267K +9,861 New
FNBOSM
121
First National Bank of South Miami
Florida
$261K
ST
122
Spinnaker Trust
Maine
$258K +$260K +9,620 New
MFM
123
Mirsky Financial Management
New York
$244K +$247K +9,108 New
AAS
124
Avantax Advisory Services
Texas
$235K
Kovitz Investment Group Partners
125
Kovitz Investment Group Partners
Illinois
$231K

IBDQ Hedge Fund Activity: Q1 2021 in Review

147 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q1 2021, worth a combined $732M — up 9% from $671M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IBDQ positions and 11 closed out — a net gain of 3 holders — while 80 added to existing stakes and 25 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $13.6M. The largest seller was Trust Company of Kansas, exiting entirely with an estimated $13.4M sold.

  • 147 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q1 2021, up from 146 in Q4 2020.
  • Funds reported $732M of iShares iBonds Dec 2025 Term Corporate ETF stock for Q1 2021, up 9% quarter-over-quarter.
  • 14 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q1 2021 and 11 closed out, a net change of +3 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q1 2021 was Aptus Capital Advisors, an estimated $13.6M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q1 2021 was Trust Company of Kansas, an estimated $13.4M sold.

Based on aggregated 13F filings for Q1 2021.