We are live on ! Find out more
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 $182M invested in iShares iBonds Dec 2025 Term Corporate ETF in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 3 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

533% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 3

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

25% more capital invested

Capital invested by funds: $145M → $182M (+$36.2M)

0.33% less ownership

Funds ownership: 80.59%80.26% (-0.33%)

8% less funds holding

Funds holding: 3936 (-3)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
36
Holders Change
-3
Holders Change %
-7.69%
% of All Funds
0.9%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
4
Increased
19
Reduced
3
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAI
1
Capital Advisors Inc
Oklahoma
$58.7M +$1.81M +72,124 +3%
Bank of America
2
Bank of America
North Carolina
$33.5M +$1.33M +52,842 +4%
AWM
3
Affinity Wealth Management
Delaware
$16.5M +$16.5M +655,380 New
CIA
4
Capital Investment Advisors
Georgia
$15.7M +$2.04M +81,347 +15%
UCFA
5
United Capital Financial Advisors
Texas
$12.6M +$325K +12,940 +3%
MFWM
6
Motley Fool Wealth Management
Virginia
$9.4M +$9.4M +374,109 New
UBS Group
7
UBS Group
Switzerland
$6.04M +$2.84M +112,907 +89%
GA
8
Gateway Advisory
New Jersey
$5.59M +$266K +10,571 +5%
Morgan Stanley
9
Morgan Stanley
New York
$5.54M +$14K +558 +0.3%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.84M +$1.15M +45,811 +68%
Mariner
11
Mariner
Kansas
$2.68M +$152K +6,050 +6%
US Bancorp
12
US Bancorp
Minnesota
$2.39M +$561K +22,319 +31%
LWM
13
Lenox Wealth Management
Ohio
$1.53M +$297K +11,818 +24%
Ameriprise
14
Ameriprise
Minnesota
$1.13M +$793K +31,564 +235%
Wells Fargo
15
Wells Fargo
California
$839K +$295K +11,740 +54%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$766K +$304K +12,084 +66%
BF
17
BOK Financial
Oklahoma
$663K +$663K +26,370 New
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$652K -$177K -7,027 -21%
ECM
19
Exchange Capital Management
Michigan
$574K +$502K +19,989 +705%
BA
20
Boston Advisors
Massachusetts
$485K -$28.8K -1,146 -6%
LPL Financial
21
LPL Financial
California
$480K +$24.6K +980 +5%
Jane Street
22
Jane Street
New York
$463K -$641K -25,492 -58%
RJA
23
Raymond James & Associates
Florida
$452K +$34.5K +1,374 +8%
FAAS
24
First Allied Advisory Services
California
$448K
Wolverine Trading
25
Wolverine Trading
Illinois
$326K +$326K +12,957 New

IBDQ Hedge Fund Activity: Q3 2017 in Review

36 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q3 2017, worth a combined $182M — up 25% from $145M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of IBDQ and 4 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 19 added.

The largest buyer was Affinity Wealth Management, opening a new position worth an estimated $16.5M. The largest seller was Sowell Financial Services, exiting entirely with an estimated $765K sold.

  • 36 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q3 2017, down from 39 in Q2 2017.
  • Funds reported $182M of iShares iBonds Dec 2025 Term Corporate ETF stock for Q3 2017, up 25% quarter-over-quarter.
  • 4 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q3 2017 and 6 closed out, a net change of -2 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q3 2017 was Affinity Wealth Management, an estimated $16.5M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q3 2017 was Sowell Financial Services, an estimated $765K sold.

Based on aggregated 13F filings for Q3 2017.