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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

155 hedge funds and large institutions have $802M invested in iShares iBonds Dec 2025 Term Corporate ETF in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 80 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 30

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

10% more capital invested

Capital invested by funds: $732M → $802M (+$70.2M)

5% more funds holding

Funds holding: 147155 (+8)

0.31% more ownership

Funds ownership: 69.17%69.48% (+0.31%)

Holders
155
Holders Change
+8
Holders Change %
+5.44%
% of All Funds
2.7%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
16
Increased
80
Reduced
30
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
101
EP Wealth Advisors
California
$462K
SCG
102
Sonata Capital Group
Washington
$458K +$110K +4,090 +32%
BWM
103
BerganKDV Wealth Management
Minnesota
$448K +$40.2K +1,490 +10%
RCA
104
Ranch Capital Advisors
Florida
$394K -$4.96K -184 -1%
MML Investors Services
105
MML Investors Services
Massachusetts
$392K +$8.23K +305 +2%
Creative Planning
106
Creative Planning
Kansas
$373K +$373K +13,836 New
CAM
107
Claret Asset Management
Quebec, Canada
$364K -$101K -3,735 -22%
RCAG
108
Rehmann Capital Advisory Group
Michigan
$359K -$74.9K -2,775 -17%
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$354K
SWM
110
Segment Wealth Management
Texas
$340K -$27K -1,000 -7%
KCM
111
Kathmere Capital Management
Pennsylvania
$338K +$1.13K +42 +0.3%
EGA
112
E&G Advisors
Texas
$337K -$337K -12,500 Closed
AIC
113
Ameritas Investment Company
Nebraska
$330K -$15.1K -559 -8%
ST
114
Spinnaker Trust
Maine
$310K +$50.5K +1,870 +19%
PWM
115
Prentice Wealth Management
New York
$306K -$20.2K -750 -6%
MFM
116
Mirsky Financial Management
New York
$296K +$50.4K +1,869 +21%
RBC
117
Roble Belko & Company
Pennsylvania
$286K
TTWM
118
TCV Trust & Wealth Management
Virginia
$283K -$2.7K -100 -0.9%
RFC
119
Regions Financial Corp
Alabama
$280K +$4.32K +160 +2%
FNBOSM
120
First National Bank of South Miami
Florida
$274K +$10.9K +405 +4%
DC
121
Davenport & Co
Virginia
$270K
WGCA
122
Wolf Group Capital Advisors
Virginia
$266K -$44.3K -1,640 -14%
CCA
123
Childress Capital Advisors
Texas
$266K
BPA
124
Beacon Pointe Advisors
California
$257K +$25.7K +953 +11%
PCIA
125
Prime Capital Investment Advisors
Kansas
$257K +$256K +9,505 New

IBDQ Hedge Fund Activity: Q2 2021 in Review

155 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q2 2021, worth a combined $802M — up 9.6% from $732M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IBDQ positions and 7 closed out — a net gain of 9 holders — while 80 added to existing stakes and 30 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $13.5M. The largest seller was Godsey & Gibb Inc, exiting entirely with an estimated $3.94M sold.

  • 155 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q2 2021, up from 147 in Q1 2021.
  • Funds reported $802M of iShares iBonds Dec 2025 Term Corporate ETF stock for Q2 2021, up 9.6% quarter-over-quarter.
  • 16 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q2 2021 and 7 closed out, a net change of +9 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q2 2021 was Aptus Capital Advisors, an estimated $13.5M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q2 2021 was Godsey & Gibb Inc, an estimated $3.94M sold.

Based on aggregated 13F filings for Q2 2021.