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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

64 hedge funds and large institutions have $265M invested in iShares iBonds Dec 2025 Term Corporate ETF in 2018 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 32 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

191% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 11

9% more capital invested

Capital invested by funds: $243M → $265M (+$21.9M)

8% more funds holding

Funds holding: 5964 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.08% less ownership

Funds ownership: 79.68%77.6% (-2.1%)

Holders
64
Holders Change
+5
Holders Change %
+8.47%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
32
Reduced
11
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAI
1
Capital Advisors Inc
Oklahoma
$46.1M -$5.64M -235,022 -11%
Bank of America
2
Bank of America
North Carolina
$37.9M -$1.11M -46,097 -3%
MFWM
3
Motley Fool Wealth Management
Virginia
$25.9M +$1.14M +47,406 +5%
CIA
4
Capital Investment Advisors
Georgia
$20.5M +$1.12M +46,831 +6%
Stifel Financial
5
Stifel Financial
Missouri
$19.6M +$2.79M +116,424 +17%
UBS Group
6
UBS Group
Switzerland
$12.9M +$289K +12,029 +2%
Wells Fargo
7
Wells Fargo
California
$12.5M +$8.9M +370,985 +242%
Morgan Stanley
8
Morgan Stanley
New York
$10.8M +$2.15M +89,499 +25%
CIM
9
Confluence Investment Management
Missouri
$8.32M +$5.8M +241,707 +228%
UCFA
10
United Capital Financial Advisors
Texas
$6.91M -$5.08M -211,528 -42%
GA
11
Gateway Advisory
New Jersey
$5.92M +$303K +12,622 +5%
BFEC
12
Benjamin F. Edwards & Company
Missouri
$5.64M +$449K +18,715 +9%
TF
13
TLWM Financial
Texas
$5.39M
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$5.37M +$5.39M +224,648 New
US Bancorp
15
US Bancorp
Minnesota
$3.34M -$15.1K -630 -0.4%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$3.32M +$158K +6,588 +5%
CTC
17
Central Trust Company
Missouri
$2.51M +$55.2K +2,300 +2%
SWMG
18
Signature Wealth Management Group
Georgia
$2.46M +$66.6K +2,774 +3%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$2.25M +$619K +25,808 +38%
WI
20
WrapManager Inc
California
$2M +$414K +17,258 +26%
KC
21
KHP Capital
Oklahoma
$1.93M +$162K +6,748 +9%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.89M +$1.89M +78,822 New
DE
23
Day & Ennis
Georgia
$1.88M +$941K +39,201 +99%
Mariner
24
Mariner
Kansas
$1.66M -$860K -35,860 -34%
Ameriprise
25
Ameriprise
Minnesota
$1.6M -$180K -7,497 -10%

IBDQ Hedge Fund Activity: Q3 2018 in Review

64 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q3 2018, worth a combined $265M — up 9% from $243M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new IBDQ positions and 1 closed out — a net gain of 5 holders — while 32 added to existing stakes and 11 trimmed.

The largest buyer was Wells Fargo, adding an estimated $8.9M. The largest seller was Capital Advisors Inc, cutting an estimated $5.64M.

  • 64 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q3 2018, up from 59 in Q2 2018.
  • Funds reported $265M of iShares iBonds Dec 2025 Term Corporate ETF stock for Q3 2018, up 9% quarter-over-quarter.
  • 6 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q3 2018 and 1 closed out, a net change of +5 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q3 2018 was Wells Fargo, an estimated $8.9M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q3 2018 was Capital Advisors Inc, an estimated $5.64M sold.

Based on aggregated 13F filings for Q3 2018.