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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

55 hedge funds and large institutions have $227M invested in iShares iBonds Dec 2025 Term Corporate ETF in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

350% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 6

25% more funds holding

Funds holding: 4455 (+11)

24% more capital invested

Capital invested by funds: $184M → $227M (+$43.2M)

0.88% more ownership

Funds ownership: 72.6%73.48% (+0.88%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
55
Holders Change
+11
Holders Change %
+25%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
27
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAI
1
Capital Advisors Inc
Oklahoma
$54.9M -$2.7M -110,607 -5%
Bank of America
2
Bank of America
North Carolina
$38.5M +$4.36M +178,566 +13%
CIA
3
Capital Investment Advisors
Georgia
$18.4M +$1.62M +66,167 +10%
MFWM
4
Motley Fool Wealth Management
Virginia
$17.6M +$7.87M +321,800 +80%
Stifel Financial
5
Stifel Financial
Missouri
$16.5M +$16.5M +676,330 New
UCFA
6
United Capital Financial Advisors
Texas
$12.4M +$134K +5,467 +1%
UBS Group
7
UBS Group
Switzerland
$12.1M +$1.68M +68,724 +16%
Morgan Stanley
8
Morgan Stanley
New York
$7.04M +$771K +31,542 +12%
GA
9
Gateway Advisory
New Jersey
$5.48M +$3.79K +155 +0.1%
BFEC
10
Benjamin F. Edwards & Company
Missouri
$5.14M +$5.17M +211,685 +529,213%
TF
11
TLWM Financial
Texas
$3.85M
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$3.16M +$69.9K +2,861 +2%
US Bancorp
13
US Bancorp
Minnesota
$3M +$353K +14,462 +13%
Wells Fargo
14
Wells Fargo
California
$2.91M +$541K +22,119 +23%
CIM
15
Confluence Investment Management
Missouri
$2.51M +$2.52M +103,256 New
Mariner
16
Mariner
Kansas
$2.4M -$3.98K -163 -0.2%
CTC
17
Central Trust Company
Missouri
$2.33M +$942K +38,525 +67%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$2.15M +$2.16M +88,426 New
Ameriprise
19
Ameriprise
Minnesota
$1.75M +$256K +10,462 +17%
Wolverine Trading
20
Wolverine Trading
Illinois
$1.72M +$787K +32,207 +83%
KC
21
KHP Capital
Oklahoma
$1.6M +$133K +5,429 +9%
LWM
22
Lenox Wealth Management
Ohio
$1.44M -$220K -8,996 -13%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$1.27M +$312K +12,760 +32%
RJA
24
Raymond James & Associates
Florida
$985K +$470K +19,231 +90%
ECM
25
Exchange Capital Management
Michigan
$867K +$185K +7,585 +27%

IBDQ Hedge Fund Activity: Q1 2018 in Review

55 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q1 2018, worth a combined $227M — up 24% from $184M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IBDQ positions and 3 closed out — a net gain of 11 holders — while 27 added to existing stakes and 6 trimmed.

The largest buyer was Stifel Financial, opening a new position worth an estimated $16.5M. The largest seller was Capital Advisors Inc, cutting an estimated $2.7M.

  • 55 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q1 2018, up from 44 in Q4 2017.
  • Funds reported $227M of iShares iBonds Dec 2025 Term Corporate ETF stock for Q1 2018, up 24% quarter-over-quarter.
  • 14 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q1 2018 and 3 closed out, a net change of +11 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q1 2018 was Stifel Financial, an estimated $16.5M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q1 2018 was Capital Advisors Inc, an estimated $2.7M sold.

Based on aggregated 13F filings for Q1 2018.