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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

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: 155161 (+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: 87 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
126
Childress Capital Advisors
Texas
$264K
DC
127
Davenport & Co
Virginia
$247K -$21.6K -800 -8%
AM
128
Atwater Malick
Pennsylvania
$245K +$246K +9,135 New
AAS
129
Avantax Advisory Services
Texas
$240K
Kovitz Investment Group Partners
130
Kovitz Investment Group Partners
Illinois
$231K
WCM
131
Windsor Capital Management
Arizona
$229K +$231K +8,546 New
BEI
132
Benjamin Edwards Inc
Missouri
$227K +$17.5K +648 +8%
MA
133
MCF Advisors
Kentucky
$225K
COF
134
Capital One Financial
Virginia
$217K -$35.2K -1,305 -14%
RCA
135
Resonant Capital Advisors
Wisconsin
$217K
VNA
136
Valley National Advisers
Pennsylvania
$189K +$351 +13 +0.2%
EC
137
Estate Counselors
Wisconsin
$170K -$2.34M -86,900 -93%
FRA
138
Front Row Advisors
California
$168K
AF
139
Allworth Financial
California
$160K
RCA
140
Ranch Capital Advisors
Florida
$145K -$249K -9,224 -63%
HI
141
Harbour Investments
Wisconsin
$137K +$76.2K +2,825 +124%
KOCAA
142
Knights of Columbus Asset Advisors
Connecticut
$98K
AA
143
AlphaMark Advisors
Kentucky
$81K +$24.9K +925 +44%
M
144
MOTCO
Texas
$80K
IA
145
IFP Advisors
Florida
$62K
Rockefeller Capital Management
146
Rockefeller Capital Management
New York
$55K
GWM
147
Geneos Wealth Management
Colorado
$52K +$46.9K +1,738 +869%
HNB
148
Huntington National Bank
Ohio
$50K
PP
149
Prosperity Planning
Missouri
$50K
ANBT
150
American National Bank & Trust
Texas
$50K +$49.8K +1,845 New

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.