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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

36 hedge funds and large institutions have $133M invested in iShares iBonds Dec 2025 Term Corporate ETF in 2017 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

800% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 2

67% more capital invested

Capital invested by funds: $79.8M → $133M (+$53.2M)

24% more funds holding

Funds holding: 2936 (+7)

2.24% more ownership

Funds ownership: 82%84.24% (+2.2%)

Holders
36
Holders Change
+7
Holders Change %
+24.14%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
18
Reduced
2
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAI
1
Capital Advisors Inc
Oklahoma
$53.8M +$31.4M +1,280,508 +142%
Bank of America
2
Bank of America
North Carolina
$29.5M +$2.23M +91,106 +8%
CIA
3
Capital Investment Advisors
Georgia
$11.9M +$6.58M +268,397 +126%
UCFA
4
United Capital Financial Advisors
Texas
$11.2M +$543K +22,148 +5%
Morgan Stanley
5
Morgan Stanley
New York
$5.24M +$648K +26,441 +14%
GA
6
Gateway Advisory
New Jersey
$5.07M +$4.99M +203,643 New
Mariner
7
Mariner
Kansas
$2.74M +$409K +16,700 +18%
Wolverine Trading
8
Wolverine Trading
Illinois
$2.48M +$1.4M +57,331 +132%
UBS Group
9
UBS Group
Switzerland
$1.64M +$633K +25,827 +64%
US Bancorp
10
US Bancorp
Minnesota
$1.33M +$308K +12,549 +30%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.22M +$209K +8,538 +21%
Citadel Advisors
12
Citadel Advisors
Florida
$1.11M +$1.1M +45,077 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.1M +$1.09M +44,586 New
SFS
14
Sowell Financial Services
Arkansas
$685K -$118K -4,805 -15%
HCM
15
Harvey Capital Management
Florida
$478K
BA
16
Boston Advisors
Massachusetts
$452K +$61.2K +2,496 +16%
Wells Fargo
17
Wells Fargo
California
$451K +$116K +4,722 +35%
LPL Financial
18
LPL Financial
California
$415K +$179K +7,287 +77%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$415K +$412K +16,831 New
VKH
20
Virtu KCG Holdings
New York
$314K -$817K -33,344 -72%
WGCA
21
Wolf Group Capital Advisors
Virginia
$285K
APP
22
Avantax Planning Partners
Iowa
$270K +$49.8K +2,033 +23%
Jane Street
23
Jane Street
New York
$265K +$264K +10,757 New
IWMPD
24
Integrated Wealth Management (Palm Desert)
California
$204K +$203K +8,270 New
DADC
25
D.A. Davidson & Co
Montana
$147K +$72.9K +2,975 +99%

IBDQ Hedge Fund Activity: Q1 2017 in Review

36 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q1 2017, worth a combined $133M — up 67% from $79.8M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IBDQ positions and 1 closed out — a net gain of 9 holders — while 18 added to existing stakes and 2 trimmed.

The largest buyer was Capital Advisors Inc, adding an estimated $31.4M. The largest seller was Virtu KCG Holdings, cutting an estimated $817K.

  • 36 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q1 2017, up from 29 in Q4 2016.
  • Funds reported $133M of iShares iBonds Dec 2025 Term Corporate ETF stock for Q1 2017, up 67% quarter-over-quarter.
  • 10 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q1 2017 and 1 closed out, a net change of +9 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q1 2017 was Capital Advisors Inc, an estimated $31.4M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q1 2017 was Virtu KCG Holdings, an estimated $817K sold.

Based on aggregated 13F filings for Q1 2017.