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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF
IBDQ

Delisted

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

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161 hedge funds and large institutions have $858M invested in iShares iBonds Dec 2025 Term Corporate ETF in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 80 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 29

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

7% more capital invested

Capital invested by funds: $802M → $858M (+$55.5M)

4% more funds holding

Funds holding: 155 → 161 (+6)

2.34% more ownership

Funds ownership: 69.48% → 71.83% (+2.3%)

13% less funds holding in top 10

Funds holding in top 10: 8 → 7 (-1)

Holders
161
Holders Change
+6
Holders Change %
+3.87%
% of All Funds
2.82%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
17
Increased
80
Reduced
29
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACA
Aptus Capital Advisors
Alabama
+$18M
2
HighTower Advisors
HighTower Advisors
Illinois
+$14.9M
3
Morgan Stanley
Morgan Stanley
New York
+$5.84M
4
KCM
Karp Capital Management
California
+$5.46M
5
Bank of America
Bank of America
North Carolina
+$3.59M

Top Sellers

Rank Fund Capital Flow
1
EC
Estate Counselors
Wisconsin
-$2.34M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.19M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.59M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.03M
5
Mariner
Mariner
Kansas
-$589K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
101
IFG Advisory
Georgia
$494K -$53.4K -1,981 -10%
BWM
102
BerganKDV Wealth Management
Minnesota
$445K – – –
BAM
103
Belpointe Asset Management
Nevada
$437K +$239K +8,845 +119%
APP
104
Avantax Planning Partners
Iowa
$430K -$42.7K -1,583 -9%
RCAG
105
Rehmann Capital Advisory Group
Michigan
$402K +$46.1K +1,708 +13%
SPIA
106
Steward Partners Investment Advisory
New York
$388K -$85.6K -3,173 -18%
FNB
107
Farmers National Bank
Kentucky
$382K +$376K +13,956 New
SG
108
Strid Group
Pennsylvania
$376K – – –
Creative Planning
109
Creative Planning
Kansas
$371K +$81 +3 +0%
CWS
110
Cypress Wealth Services
California
$369K -$174K -6,433 -32%
CAM
111
Claret Asset Management
Quebec, Canada
$362K – – –
KFAA
112
Klaas Financial Asset Advisors
Illinois
$356K +$148K +5,493 +71%
AIC
113
Ameritas Investment Company
Nebraska
$356K +$188K +6,984 +112%
SWPG
114
Strategic Wealth Partners Group
Illinois
$356K +$358K +13,268 New
SWM
115
Segment Wealth Management
Texas
$354K +$16.2K +600 +5%
KCM
116
Kathmere Capital Management
Pennsylvania
$337K +$1.11K +41 +0.3%
EGA
117
E&G Advisors
Texas
$336K +$337K +12,500 New
MFM
118
Mirsky Financial Management
New York
$335K +$40.6K +1,507 +14%
ST
119
Spinnaker Trust
Maine
$308K – – –
PWM
120
Prentice Wealth Management
New York
$291K -$13.7K -507 -4%
TTWM
121
TCV Trust & Wealth Management
Virginia
$285K +$4.72K +175 +2%
RBC
122
Roble Belko & Company
Pennsylvania
$284K – – –
RFC
123
Regions Financial Corp
Alabama
$278K – – –
FNBOSM
124
First National Bank of South Miami
Florida
$273K – – –
WGCA
125
Wolf Group Capital Advisors
Virginia
$270K +$6.23K +231 +2%
3 4
5
6 7

IBDQ Hedge Fund Activity: Q3 2021 in Review

161 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q3 2021, worth a combined $858M — up 6.9% from $802M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IBDQ positions and 10 closed out — a net gain of 7 holders — while 80 added to existing stakes and 29 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $18M. The largest seller was Estate Counselors, cutting an estimated $2.34M.

  • 161 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q3 2021, up from 155 in Q2 2021.
  • Funds reported $858M of iShares iBonds Dec 2025 Term Corporate ETF stock for Q3 2021, up 6.9% quarter-over-quarter.
  • 17 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q3 2021 and 10 closed out, a net change of +7 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q3 2021 was Aptus Capital Advisors, an estimated $18M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q3 2021 was Estate Counselors, an estimated $2.34M sold.

Based on aggregated 13F filings for Q3 2021.