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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

122 hedge funds and large institutions have $462M invested in iShares iBonds Dec 2025 Term Corporate ETF in 2020 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 21

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

16% more capital invested

Capital invested by funds: $399M → $462M (+$62.7M)

8% more funds holding

Funds holding: 113122 (+9)

0.78% less ownership

Funds ownership: 66.92%66.14% (-0.78%)

Holders
122
Holders Change
+9
Holders Change %
+7.96%
% of All Funds
2.5%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
20
Increased
51
Reduced
21
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAI
1
Capital Advisors Inc
Oklahoma
$60.8M +$2.36M +90,077 +4%
ACA
2
Aptus Capital Advisors
Alabama
$45.1M +$44M +1,674,606 New
Bank of America
3
Bank of America
North Carolina
$39.4M -$546K -20,799 -1%
Morgan Stanley
4
Morgan Stanley
New York
$33.9M +$4.69M +178,866 +17%
CIA
5
Capital Investment Advisors
Georgia
$32M +$2.85M +108,663 +10%
Wells Fargo
6
Wells Fargo
California
$20M +$1.05M +40,063 +6%
RW
7
RVW Wealth
California
$14.9M +$3.77M +143,706 +35%
SIC
8
Sigma Investment Counselors
Michigan
$14.3M +$1.71M +65,089 +14%
UBS Group
9
UBS Group
Switzerland
$12.7M +$1.26M +47,920 +11%
TCOK
10
Trust Company of Kansas
Kansas
$11.7M +$739K +28,142 +7%
CTC
11
Central Trust Company
Missouri
$9.43M +$1.59M +60,620 +21%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$9.24M +$667K +25,392 +8%
US Bancorp
13
US Bancorp
Minnesota
$8.74M +$3.16M +120,230 +59%
TF
14
TLWM Financial
Texas
$8.37M
GA
15
Gateway Advisory
New Jersey
$7.88M +$273K +10,395 +4%
Ameriprise
16
Ameriprise
Minnesota
$7.37M +$189K +7,195 +3%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$6.43M +$316K +12,030 +5%
LPL Financial
18
LPL Financial
California
$5.92M +$540K +20,554 +10%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$5.67M +$859K +32,715 +18%
AIA
20
Arcadia Investment Advisors
Idaho
$5.06M +$77.5K +2,954 +2%
GGI
21
Godsey & Gibb Inc
Virginia
$4.7M -$305K -11,635 -6%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$4.47M +$1.86M +71,024 +75%
PPWM
23
PFG Private Wealth Management
Florida
$4.35M +$103K +3,908 +2%
SSB
24
Sandy Spring Bank
Maryland
$4.04M +$743K +28,300 +23%
DE
25
Day & Ennis
Georgia
$3.65M +$14.4K +547 +0.4%

IBDQ Hedge Fund Activity: Q2 2020 in Review

122 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q2 2020, worth a combined $462M — up 16% from $399M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IBDQ positions and 11 closed out — a net gain of 9 holders — while 51 added to existing stakes and 21 trimmed.

The largest buyer was Aptus Capital Advisors, opening a new position worth an estimated $44M. The largest seller was Motley Fool Wealth Management, exiting entirely with an estimated $22.7M sold.

  • 122 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q2 2020, up from 113 in Q1 2020.
  • Funds reported $462M of iShares iBonds Dec 2025 Term Corporate ETF stock for Q2 2020, up 16% quarter-over-quarter.
  • 20 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q2 2020 and 11 closed out, a net change of +9 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q2 2020 was Aptus Capital Advisors, an estimated $44M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q2 2020 was Motley Fool Wealth Management, an estimated $22.7M sold.

Based on aggregated 13F filings for Q2 2020.