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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

113 hedge funds and large institutions have $399M invested in iShares iBonds Dec 2025 Term Corporate ETF in 2020 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 45 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

67% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 27

13% more capital invested

Capital invested by funds: $354M → $399M (+$45.5M)

6% more funds holding

Funds holding: 107113 (+6)

0.87% more ownership

Funds ownership: 66.05%66.92% (+0.87%)

Holders
113
Holders Change
+6
Holders Change %
+5.61%
% of All Funds
2.49%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
21
Increased
45
Reduced
27
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAI
1
Capital Advisors Inc
Oklahoma
$53.4M +$55.1M +2,139,129 New
Bank of America
2
Bank of America
North Carolina
$37M +$99.2K +3,849 +0.3%
Morgan Stanley
3
Morgan Stanley
New York
$26.9M +$3.16M +122,731 +13%
CIA
4
Capital Investment Advisors
Georgia
$26.8M +$59.5K +2,309 +0.2%
MFWM
5
Motley Fool Wealth Management
Virginia
$22.7M -$1.51M -58,728 -6%
Jane Street
6
Jane Street
New York
$20M +$7.71M +299,049 +60%
Wells Fargo
7
Wells Fargo
California
$17.5M +$2.39M +92,796 +15%
SIC
8
Sigma Investment Counselors
Michigan
$11.6M +$687K +26,674 +6%
UBS Group
9
UBS Group
Switzerland
$10.6M -$290K -11,253 -3%
RW
10
RVW Wealth
California
$10.2M +$750K +29,096 +8%
TCOK
11
Trust Company of Kansas
Kansas
$10.1M +$10.4M +404,664 New
Citadel Advisors
12
Citadel Advisors
Florida
$9.28M +$9.58M +371,670 New
RJFSA
13
Raymond James Financial Services Advisors
Florida
$7.92M +$218K +8,453 +3%
TF
14
TLWM Financial
Texas
$7.92M -$8.41M -326,446 Closed
CTC
15
Central Trust Company
Missouri
$7.22M +$496K +19,236 +7%
GA
16
Gateway Advisory
New Jersey
$7.03M -$5.1K -198 -0.1%
Ameriprise
17
Ameriprise
Minnesota
$6.61M +$1.12M +43,543 +20%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$5.65M +$179K +6,928 +3%
US Bancorp
19
US Bancorp
Minnesota
$5.09M +$424K +16,442 +9%
LPL Financial
20
LPL Financial
California
$4.96M +$957K +37,121 +23%
GGI
21
Godsey & Gibb Inc
Virginia
$4.63M +$1.5M +58,285 +46%
AIA
22
Arcadia Investment Advisors
Idaho
$4.61M -$111K -4,321 -2%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$4.43M +$1.2M +46,593 +36%
BFEC
24
Benjamin F. Edwards & Company
Missouri
$4.13M +$447K +17,334 +12%
PPWM
25
PFG Private Wealth Management
Florida
$3.93M +$1.11M +42,906 +37%

IBDQ Hedge Fund Activity: Q1 2020 in Review

113 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q1 2020, worth a combined $399M — up 13% from $354M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IBDQ positions and 10 closed out — a net gain of 11 holders — while 45 added to existing stakes and 27 trimmed.

The largest buyer was Capital Advisors Inc, opening a new position worth an estimated $55.1M. The largest seller was Aptus Capital Advisors, exiting entirely with an estimated $25.1M sold.

  • 113 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q1 2020, up from 107 in Q4 2019.
  • Funds reported $399M of iShares iBonds Dec 2025 Term Corporate ETF stock for Q1 2020, up 13% quarter-over-quarter.
  • 21 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q1 2020 and 10 closed out, a net change of +11 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q1 2020 was Capital Advisors Inc, an estimated $55.1M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q1 2020 was Aptus Capital Advisors, an estimated $25.1M sold.

Based on aggregated 13F filings for Q1 2020.