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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
NSB
151
Norway Savings Bank
Maine
$46K
TC
152
Trust Company
Kansas
$41K
MWM
153
Mascoma Wealth Management
New Hampshire
$41K +$40.9K +1,517 New
CFGS
154
Concourse Financial Group Securities
Alabama
$33K
PB
155
Pinnacle Bancorp
Nebraska
$28K
FGAM
156
Financial Gravity Asset Management
Texas
$27K +$8.87K +329 New
JP Morgan Chase
157
JP Morgan Chase
New York
$23K -$97.3K -3,609 -81%
NFG
158
Next Financial Group
Texas
$10K
CYG
159
Clean Yield Group
Vermont
$8K
SFC
160
SYM Financial Corp
Indiana
$8K +$7.85K +291 New
IWA
161
IBEX Wealth Advisors
New Jersey
$5K +$4.53K +168 New
BlackRock
162
BlackRock
New York
$3K +$3.45K +128 New
AIM
163
Anchor Investment Management
South Carolina
$2.15K
Susquehanna International Group
164
Susquehanna International Group
Pennsylvania
-$1.03M -38,061 Closed
EWA
165
EP Wealth Advisors
California
-$462K -17,118 Closed
PNC Financial Services Group
166
PNC Financial Services Group
Pennsylvania
-$354K -13,125 Closed
BPA
167
Beacon Pointe Advisors
California
-$257K -9,528 Closed
PCIA
168
Prime Capital Investment Advisors
Kansas
-$257K -9,505 Closed
Wolverine Trading
169
Wolverine Trading
Illinois
-$237K -8,793 Closed
PSIWM
170
Paradigm Strategies in Wealth Management
Minnesota
-$209K -7,747 Closed
IWS
171
Insight Wealth Strategies
California
-$206K -7,647 Closed
LWP
172
Lumature Wealth Partners
Georgia
-$3K -103 Closed
CAAS
173
Capital Asset Advisory Services
Michigan
-$2K -83 Closed
KIG
174
Kowal Investment Group
Wisconsin
+$27 +1 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.