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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

81 hedge funds and large institutions have $246M invested in iShares iBonds Dec 2025 Term Corporate ETF in 2019 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 31 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

82% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 17

13% more funds holding

Funds holding: 7281 (+9)

13% less capital invested

Capital invested by funds: $285M → $246M (-$38.1M)

17.36% less ownership

Funds ownership: 80.45%63.1% (-17%)

Holders
81
Holders Change
+9
Holders Change %
+12.5%
% of All Funds
1.75%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
18
Increased
31
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$32.8M -$4.51M -185,588 -12%
MFWM
2
Motley Fool Wealth Management
Virginia
$25.7M -$1.22M -50,083 -5%
CIA
3
Capital Investment Advisors
Georgia
$24M +$1.96M +80,767 +9%
Morgan Stanley
4
Morgan Stanley
New York
$13.6M -$305K -12,558 -2%
UBS Group
5
UBS Group
Switzerland
$13.3M -$10.3M -424,901 -44%
Stifel Financial
6
Stifel Financial
Missouri
$13.1M -$6.07M -249,551 -32%
ACA
7
Aptus Capital Advisors
Alabama
$12.6M +$3.33M +136,836 +37%
Wells Fargo
8
Wells Fargo
California
$9.2M -$5.2M -213,641 -37%
SIC
9
Sigma Investment Counselors
Michigan
$7.63M +$2.1M +86,525 +39%
GA
10
Gateway Advisory
New Jersey
$6.84M -$109K -4,465 -2%
TF
11
TLWM Financial
Texas
$6.64M
Ameriprise
12
Ameriprise
Minnesota
$5.06M +$3.18M +130,949 +180%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$4.81M +$245K +10,071 +5%
CAI
14
Capital Advisors Inc
Oklahoma
$3.96M -$40.9M -1,681,861 -91%
Jane Street
15
Jane Street
New York
$3.87M +$3.79M +155,717 New
US Bancorp
16
US Bancorp
Minnesota
$3.7M +$151K +6,192 +4%
BFEC
17
Benjamin F. Edwards & Company
Missouri
$3.67M -$2.02M -82,996 -36%
UCFA
18
United Capital Financial Advisors
Texas
$3.36M -$698K -28,709 -18%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$3.3M +$513K +21,079 +19%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$3.14M -$288K -11,823 -9%
DE
21
Day & Ennis
Georgia
$2.81M +$737K +30,322 +37%
CTC
22
Central Trust Company
Missouri
$2.79M +$178K +7,300 +7%
SWMG
23
Signature Wealth Management Group
Georgia
$2.68M +$74.5K +3,064 +3%
KF
24
Krilogy Financial
Missouri
$2.64M +$2.58M +106,089 New
COI
25
Capital One Investing
Virginia
$2.63M +$532K +21,878 +26%

IBDQ Hedge Fund Activity: Q1 2019 in Review

81 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q1 2019, worth a combined $246M — down 13% from $285M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IBDQ positions and 8 closed out — a net gain of 10 holders — while 31 added to existing stakes and 17 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $3.79M. The largest seller was Capital Advisors Inc, cutting an estimated $40.9M.

  • 81 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q1 2019, up from 72 in Q4 2018.
  • Funds reported $246M of iShares iBonds Dec 2025 Term Corporate ETF stock for Q1 2019, down 13% quarter-over-quarter.
  • 18 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q1 2019 and 8 closed out, a net change of +10 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q1 2019 was Jane Street, an estimated $3.79M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q1 2019 was Capital Advisors Inc, an estimated $40.9M sold.

Based on aggregated 13F filings for Q1 2019.