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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

59 hedge funds and large institutions have $243M invested in iShares iBonds Dec 2025 Term Corporate ETF in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 5 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

520% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 5

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

7% more funds holding

Funds holding: 5559 (+4)

7% more capital invested

Capital invested by funds: $227M → $243M (+$16.2M)

6.2% more ownership

Funds ownership: 73.48%79.68% (+6.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
59
Holders Change
+4
Holders Change %
+7.27%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
31
Reduced
5
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAI
1
Capital Advisors Inc
Oklahoma
$51.7M -$2.37M -98,877 -4%
Bank of America
2
Bank of America
North Carolina
$39M +$1.03M +43,194 +3%
MFWM
3
Motley Fool Wealth Management
Virginia
$24.8M +$7.47M +312,257 +43%
CIA
4
Capital Investment Advisors
Georgia
$19.4M +$1.27M +53,241 +7%
Stifel Financial
5
Stifel Financial
Missouri
$16.8M +$489K +20,426 +3%
UBS Group
6
UBS Group
Switzerland
$12.6M +$702K +29,341 +6%
UCFA
7
United Capital Financial Advisors
Texas
$12M -$207K -8,648 -2%
Morgan Stanley
8
Morgan Stanley
New York
$8.67M +$1.73M +72,145 +25%
GA
9
Gateway Advisory
New Jersey
$5.62M +$225K +9,396 +4%
BFEC
10
Benjamin F. Edwards & Company
Missouri
$5.2M +$133K +5,568 +3%
TF
11
TLWM Financial
Texas
$4.8M
Wells Fargo
12
Wells Fargo
California
$3.66M +$790K +33,020 +28%
US Bancorp
13
US Bancorp
Minnesota
$3.35M +$399K +16,680 +14%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$3.17M +$50.7K +2,120 +2%
CIM
15
Confluence Investment Management
Missouri
$2.54M +$70.8K +2,957 +3%
Mariner
16
Mariner
Kansas
$2.52M +$150K +6,257 +6%
CTC
17
Central Trust Company
Missouri
$2.45M +$159K +6,650 +7%
SWMG
18
Signature Wealth Management Group
Georgia
$2.42M +$1.71M +71,323 +241%
Ameriprise
19
Ameriprise
Minnesota
$1.78M +$53.9K +2,251 +3%
KC
20
KHP Capital
Oklahoma
$1.77M +$191K +7,965 +12%
Wolverine Trading
21
Wolverine Trading
Illinois
$1.72M
RJFSA
22
Raymond James Financial Services Advisors
Florida
$1.63M +$377K +15,751 +30%
WI
23
WrapManager Inc
California
$1.59M +$1.17M +49,006 +284%
LWM
24
Lenox Wealth Management
Ohio
$1.3M -$121K -5,053 -9%
TC
25
Truvestments Capital
Florida
$1.26M +$1.26M +52,639 New

IBDQ Hedge Fund Activity: Q2 2018 in Review

59 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q2 2018, worth a combined $243M — up 7.1% from $227M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IBDQ positions and 7 closed out — a net gain of 5 holders — while 31 added to existing stakes and 5 trimmed.

The largest buyer was Motley Fool Wealth Management, adding an estimated $7.47M. The largest seller was Capital Advisors Inc, cutting an estimated $2.37M.

  • 59 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q2 2018, up from 55 in Q1 2018.
  • Funds reported $243M of iShares iBonds Dec 2025 Term Corporate ETF stock for Q2 2018, up 7.1% quarter-over-quarter.
  • 12 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q2 2018 and 7 closed out, a net change of +5 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q2 2018 was Motley Fool Wealth Management, an estimated $7.47M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q2 2018 was Capital Advisors Inc, an estimated $2.37M sold.

Based on aggregated 13F filings for Q2 2018.