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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

91 hedge funds and large institutions have $340M invested in iShares iBonds Dec 2025 Term Corporate ETF in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 14

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

7% more capital invested

Capital invested by funds: $317M → $340M (+$22.9M)

2% more funds holding

Funds holding: 8991 (+2)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.86% less ownership

Funds ownership: 69.03%66.17% (-2.9%)

Holders
91
Holders Change
+2
Holders Change %
+2.25%
% of All Funds
2%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
10
Increased
41
Reduced
14
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAI
1
Capital Advisors Inc
Oklahoma
$45.4M
Bank of America
2
Bank of America
North Carolina
$34.9M -$1.07M -41,647 -3%
CIA
3
Capital Investment Advisors
Georgia
$27.6M +$558K +21,709 +2%
MFWM
4
Motley Fool Wealth Management
Virginia
$25.2M -$569K -22,146 -2%
Morgan Stanley
5
Morgan Stanley
New York
$22.3M +$1.96M +76,263 +10%
ACA
6
Aptus Capital Advisors
Alabama
$20.9M +$5.49M +213,450 +36%
Wells Fargo
7
Wells Fargo
California
$13.9M +$2.71M +105,513 +24%
Stifel Financial
8
Stifel Financial
Missouri
$11.2M -$381K -14,811 -3%
UBS Group
9
UBS Group
Switzerland
$10.5M -$1.16M -45,096 -10%
SIC
10
Sigma Investment Counselors
Michigan
$9.69M +$1.02M +39,753 +12%
TF
11
TLWM Financial
Texas
$8.27M
GA
12
Gateway Advisory
New Jersey
$7.31M +$27.7K +1,078 +0.4%
CTC
13
Central Trust Company
Missouri
$6M +$1.28M +49,800 +27%
Ameriprise
14
Ameriprise
Minnesota
$5.57M -$2.14M -83,346 -28%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$5.21M -$15.4K -600 -0.3%
AIA
16
Arcadia Investment Advisors
Idaho
$4.78M +$427K +16,596 +10%
US Bancorp
17
US Bancorp
Minnesota
$4.37M +$379K +14,741 +10%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$4.19M +$364K +14,158 +10%
UCFA
19
United Capital Financial Advisors
Texas
$3.44M -$221K -8,607 -6%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$3.35M -$132K -5,145 -4%
BFEC
21
Benjamin F. Edwards & Company
Missouri
$3.34M +$22.2K +862 +0.7%
OMC
22
Old Mission Capital
Illinois
$3.27M +$2.94M +114,516 +970%
DE
23
Day & Ennis
Georgia
$3.04M +$70.3K +2,734 +2%
KF
24
Krilogy Financial
Missouri
$3.02M -$44.9K -1,745 -1%
LPL Financial
25
LPL Financial
California
$2.97M +$410K +15,945 +16%

IBDQ Hedge Fund Activity: Q3 2019 in Review

91 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q3 2019, worth a combined $340M — up 7.2% from $317M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IBDQ positions and 8 closed out — a net gain of 2 holders — while 41 added to existing stakes and 14 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $5.49M. The largest seller was Capital One Investing, exiting entirely with an estimated $2.71M sold.

  • 91 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q3 2019, up from 89 in Q2 2019.
  • Funds reported $340M of iShares iBonds Dec 2025 Term Corporate ETF stock for Q3 2019, up 7.2% quarter-over-quarter.
  • 10 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q3 2019 and 8 closed out, a net change of +2 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q3 2019 was Aptus Capital Advisors, an estimated $5.49M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q3 2019 was Capital One Investing, an estimated $2.71M sold.

Based on aggregated 13F filings for Q3 2019.