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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

89 hedge funds and large institutions have $317M invested in iShares iBonds Dec 2025 Term Corporate ETF in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 40 increasing their positions, 13 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

208% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 13

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

29% more capital invested

Capital invested by funds: $246M → $317M (+$70.4M)

10% more funds holding

Funds holding: 8189 (+8)

5.93% more ownership

Funds ownership: 63.1%69.03% (+5.9%)

Holders
89
Holders Change
+8
Holders Change %
+9.88%
% of All Funds
1.93%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
14
Increased
40
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAI
1
Capital Advisors Inc
Oklahoma
$45.4M +$40.4M +1,613,593 +1,015%
Bank of America
2
Bank of America
North Carolina
$35.6M +$1.79M +71,691 +5%
CIA
3
Capital Investment Advisors
Georgia
$26.7M +$1.92M +76,600 +8%
MFWM
4
Motley Fool Wealth Management
Virginia
$25.6M -$909K -36,328 -4%
Morgan Stanley
5
Morgan Stanley
New York
$20.1M +$6.02M +240,676 +44%
ACA
6
Aptus Capital Advisors
Alabama
$15.3M +$2.29M +91,628 +18%
UBS Group
7
UBS Group
Switzerland
$11.6M -$2.1M -83,956 -16%
Stifel Financial
8
Stifel Financial
Missouri
$11.5M -$2.06M -82,519 -15%
Wells Fargo
9
Wells Fargo
California
$11.1M +$1.56M +62,396 +17%
SIC
10
Sigma Investment Counselors
Michigan
$8.57M +$697K +27,840 +9%
Ameriprise
11
Ameriprise
Minnesota
$7.69M +$2.41M +96,378 +47%
TF
12
TLWM Financial
Texas
$7.67M
GA
13
Gateway Advisory
New Jersey
$7.2M +$157K +6,258 +2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$5.17M +$215K +8,585 +4%
CTC
15
Central Trust Company
Missouri
$4.63M +$1.74M +69,690 +62%
AIA
16
Arcadia Investment Advisors
Idaho
$4.31M +$2.97M +118,695 +239%
US Bancorp
17
US Bancorp
Minnesota
$3.94M +$129K +5,168 +3%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$3.78M +$376K +15,026 +11%
UCFA
19
United Capital Financial Advisors
Texas
$3.63M +$158K +6,324 +5%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$3.45M +$208K +8,330 +7%
BFEC
21
Benjamin F. Edwards & Company
Missouri
$3.29M -$480K -19,193 -13%
KF
22
Krilogy Financial
Missouri
$3.04M +$313K +12,515 +12%
DE
23
Day & Ennis
Georgia
$2.94M +$49.9K +1,996 +2%
SWMG
24
Signature Wealth Management Group
Georgia
$2.77M +$23.4K +935 +0.9%
COI
25
Capital One Investing
Virginia
$2.7M -$12.9K -514 -0.5%

IBDQ Hedge Fund Activity: Q2 2019 in Review

89 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q2 2019, worth a combined $317M — up 29% from $246M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IBDQ positions and 3 closed out — a net gain of 11 holders — while 40 added to existing stakes and 13 trimmed.

The largest buyer was Capital Advisors Inc, adding an estimated $40.4M. The largest seller was Jane Street, cutting an estimated $2.16M.

  • 89 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q2 2019, up from 81 in Q1 2019.
  • Funds reported $317M of iShares iBonds Dec 2025 Term Corporate ETF stock for Q2 2019, up 29% quarter-over-quarter.
  • 14 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q2 2019 and 3 closed out, a net change of +11 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q2 2019 was Capital Advisors Inc, an estimated $40.4M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q2 2019 was Jane Street, an estimated $2.16M sold.

Based on aggregated 13F filings for Q2 2019.