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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

29 hedge funds and large institutions have $79.8M invested in iShares iBonds Dec 2025 Term Corporate ETF in 2016 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 4

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

41% more capital invested

Capital invested by funds: $56.8M → $79.8M (+$23.1M)

21% more funds holding

Funds holding: 2429 (+5)

6.29% less ownership

Funds ownership: 88.29%82% (-6.3%)

Holders
29
Holders Change
+5
Holders Change %
+20.83%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
11
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$26.9M +$5.34M +215,152 +24%
CAI
2
Capital Advisors Inc
Oklahoma
$21.9M +$22.3M +899,614 New
UCFA
3
United Capital Financial Advisors
Texas
$10.5M +$388K +15,638 +4%
CIA
4
Capital Investment Advisors
Georgia
$5.17M +$5.27M +212,225 New
Morgan Stanley
5
Morgan Stanley
New York
$4.53M +$362K +14,557 +8%
Mariner
6
Mariner
Kansas
$2.29M +$2.25M +90,449 +2,415%
VKH
7
Virtu KCG Holdings
New York
$1.12M +$751K +30,245 +191%
Wolverine Trading
8
Wolverine Trading
Illinois
$1.06M -$147K -5,916 -12%
US Bancorp
9
US Bancorp
Minnesota
$1M +$562K +22,607 +121%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$996K +$167K +6,721 +20%
UBS Group
11
UBS Group
Switzerland
$986K +$341K +13,739 +51%
SFS
12
Sowell Financial Services
Arkansas
$788K +$800K +32,214 New
HCM
13
Harvey Capital Management
Florida
$472K -$9.94K -400 -2%
BA
14
Boston Advisors
Massachusetts
$385K -$255K -10,278 -39%
Wells Fargo
15
Wells Fargo
California
$330K +$337K +13,556 New
WGCA
16
Wolf Group Capital Advisors
Virginia
$281K +$287K +11,544 New
UR
17
USCA RIA
Texas
$238K +$243K +9,774 New
LPL Financial
18
LPL Financial
California
$232K +$12.4K +500 +6%
APP
19
Avantax Planning Partners
Iowa
$217K +$221K +8,911 New
GWA
20
Guidant Wealth Advisors
Illinois
$100K +$101K +4,068 New
MFS
21
MSI Financial Services
Massachusetts
$96K +$21.4K +862 +28%
DADC
22
D.A. Davidson & Co
Montana
$73K +$74.5K +3,000 New
PCP
23
Proficio Capital Partners
Massachusetts
$60K
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$47K
IA
25
IFP Advisors
Florida
$28K

IBDQ Hedge Fund Activity: Q4 2016 in Review

29 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q4 2016, worth a combined $79.8M — up 41% from $56.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IBDQ positions and 4 closed out — a net gain of 5 holders — while 11 added to existing stakes and 4 trimmed.

The largest buyer was Capital Advisors Inc, opening a new position worth an estimated $22.3M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $10.4M sold.

  • 29 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q4 2016, up from 24 in Q3 2016.
  • Funds reported $79.8M of iShares iBonds Dec 2025 Term Corporate ETF stock for Q4 2016, up 41% quarter-over-quarter.
  • 9 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q4 2016 and 4 closed out, a net change of +5 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q4 2016 was Capital Advisors Inc, an estimated $22.3M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q4 2016 was Envestnet Asset Management, an estimated $10.4M sold.

Based on aggregated 13F filings for Q4 2016.