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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
BPA
126
Beacon Pointe Advisors
California
$230K -$101K -3,744 -30%
MA
127
MCF Advisors
Kentucky
$225K
PSIWM
128
Paradigm Strategies in Wealth Management
Minnesota
$208K +$210K +7,747 New
VNA
129
Valley National Advisers
Pennsylvania
$188K -$82K -3,027 -30%
AIC
130
Ameritas Investment Company
Nebraska
$183K +$185K +6,822 New
FRA
131
Front Row Advisors
California
$168K +$75.8K +2,800 +81%
AF
132
Allworth Financial
California
$160K
KFAA
133
Klaas Financial Asset Advisors
Illinois
$134K +$35.3K +1,305 +35%
RG
134
Retirement Group
California
$127K -$24.6K -910 -16%
BAM
135
Belpointe Asset Management
Nevada
$123K -$24.4K -900 -16%
KOCAA
136
Knights of Columbus Asset Advisors
Connecticut
$98K
M
137
MOTCO
Texas
$80K
IA
138
IFP Advisors
Florida
$62K +$46.4K +1,712 +288%
HI
139
Harbour Investments
Wisconsin
$61K +$61.1K +2,258 New
AA
140
AlphaMark Advisors
Kentucky
$56K
PP
141
Prosperity Planning
Missouri
$50K
CFGS
142
Concourse Financial Group Securities
Alabama
$49K
TC
143
Trust Company
Kansas
$49K +$49.2K +1,817 New
NSB
144
Norway Savings Bank
Maine
$46K
MWM
145
Mascoma Wealth Management
New Hampshire
$41K +$41.1K +1,517 New
PB
146
Pinnacle Bancorp
Nebraska
$28K
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$12K
NFG
148
Next Financial Group
Texas
$10K +$487 +18 +5%
GWM
149
Geneos Wealth Management
Colorado
$5K
AIM
150
Anchor Investment Management
South Carolina
$2.15K

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.