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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

72 hedge funds and large institutions have $285M invested in iShares iBonds Dec 2025 Term Corporate ETF in 2018 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

50% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 18

13% more funds holding

Funds holding: 6472 (+8)

7% more capital invested

Capital invested by funds: $265M → $285M (+$19.2M)

2.85% more ownership

Funds ownership: 77.6%80.45% (+2.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
72
Holders Change
+8
Holders Change %
+12.5%
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
27
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAI
1
Capital Advisors Inc
Oklahoma
$43.4M -$2.01M -85,194 -4%
Bank of America
2
Bank of America
North Carolina
$35.5M -$1.87M -78,974 -5%
MFWM
3
Motley Fool Wealth Management
Virginia
$25.6M +$3.73K +158 +0%
UBS Group
4
UBS Group
Switzerland
$22.7M +$10M +423,343 +79%
CIA
5
Capital Investment Advisors
Georgia
$20.9M +$680K +28,765 +3%
Stifel Financial
6
Stifel Financial
Missouri
$18.6M -$725K -30,668 -4%
Wells Fargo
7
Wells Fargo
California
$13.8M +$1.41M +59,645 +11%
Morgan Stanley
8
Morgan Stanley
New York
$13.2M +$2.5M +105,861 +23%
ACA
9
Aptus Capital Advisors
Alabama
$8.71M +$8.73M +369,231 New
CIM
10
Confluence Investment Management
Missouri
$8.14M -$73.6K -3,114 -0.9%
GA
11
Gateway Advisory
New Jersey
$6.59M +$752K +31,799 +13%
TF
12
TLWM Financial
Texas
$5.97M
BFEC
13
Benjamin F. Edwards & Company
Missouri
$5.44M -$130K -5,497 -2%
SIC
14
Sigma Investment Counselors
Michigan
$5.2M +$4.99M +211,190 +2,288%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$4.33M +$1.05M +44,523 +32%
UCFA
16
United Capital Financial Advisors
Texas
$3.87M -$2.96M -125,051 -43%
US Bancorp
17
US Bancorp
Minnesota
$3.37M +$72.5K +3,065 +2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$3.26M -$2.04M -86,416 -38%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$2.63M +$412K +17,440 +19%
CTC
20
Central Trust Company
Missouri
$2.48M +$4.73K +200 +0.2%
SWMG
21
Signature Wealth Management Group
Georgia
$2.47M +$22.7K +961 +0.9%
COI
22
Capital One Investing
Virginia
$1.98M +$1.98M +83,891 New
DE
23
Day & Ennis
Georgia
$1.95M +$91K +3,847 +5%
RFO
24
RiverGlades Family Offices
Florida
$1.95M +$1.95M +82,613 New
WI
25
WrapManager Inc
California
$1.81M -$157K -6,658 -8%

IBDQ Hedge Fund Activity: Q4 2018 in Review

72 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q4 2018, worth a combined $285M — up 7.2% from $265M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IBDQ positions and 6 closed out — a net gain of 11 holders — while 27 added to existing stakes and 18 trimmed.

The largest buyer was UBS Group, adding an estimated $10M. The largest seller was United Capital Financial Advisors, cutting an estimated $2.96M.

  • 72 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q4 2018, up from 64 in Q3 2018.
  • Funds reported $285M of iShares iBonds Dec 2025 Term Corporate ETF stock for Q4 2018, up 7.2% quarter-over-quarter.
  • 17 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q4 2018 and 6 closed out, a net change of +11 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q4 2018 was UBS Group, an estimated $10M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q4 2018 was United Capital Financial Advisors, an estimated $2.96M sold.

Based on aggregated 13F filings for Q4 2018.