We are live on ! Find out more
IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

126 hedge funds and large institutions have $535M invested in iShares iBonds Dec 2025 Term Corporate ETF in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 64 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

237% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 19

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

16% more capital invested

Capital invested by funds: $462M → $535M (+$73.3M)

3% more funds holding

Funds holding: 122126 (+4)

1.18% less ownership

Funds ownership: 66.14%64.96% (-1.2%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $429K

Holders
126
Holders Change
+4
Holders Change %
+3.28%
% of All Funds
2.54%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.16%
New
15
Increased
64
Reduced
19
Closed
10
Calls
Puts
$429K
Net Calls
-$429K
Net Calls Change
-$429K
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$63.2M +$18M +661,285 +39%
CAI
2
Capital Advisors Inc
Oklahoma
$62.3M +$1.78M +65,368 +3%
Bank of America
3
Bank of America
North Carolina
$41.5M +$1.92M +70,733 +5%
Morgan Stanley
4
Morgan Stanley
New York
$39.7M +$5.64M +207,811 +17%
CIA
5
Capital Investment Advisors
Georgia
$34.5M +$2.35M +86,434 +7%
RW
6
RVW Wealth
California
$18.8M +$3.81M +140,225 +25%
Wells Fargo
7
Wells Fargo
California
$18.7M -$1.38M -50,810 -7%
UBS Group
8
UBS Group
Switzerland
$14.2M +$1.44M +53,090 +11%
US Bancorp
9
US Bancorp
Minnesota
$13.9M +$5.09M +187,463 +58%
TCOK
10
Trust Company of Kansas
Kansas
$12.4M +$611K +22,487 +5%
HighTower Advisors
11
HighTower Advisors
Illinois
$11.7M
CTC
12
Central Trust Company
Missouri
$9.66M +$179K +6,575 +2%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$9.38M +$88.5K +3,260 +1%
SVWAG
14
Sound View Wealth Advisors Group
Georgia
$8.88M +$6.83M +251,621 +333%
TF
15
TLWM Financial
Texas
$8.28M +$8.3M +305,556 New
GA
16
Gateway Advisory
New Jersey
$8.04M +$114K +4,206 +1%
SIC
17
Sigma Investment Counselors
Michigan
$7.65M -$6.71M -247,211 -47%
Ameriprise
18
Ameriprise
Minnesota
$7.58M +$198K +7,287 +3%
LPL Financial
19
LPL Financial
California
$7.44M +$1.5M +55,076 +25%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$6.97M +$1.27M +46,680 +22%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$6.74M +$274K +10,079 +4%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$6.22M +$1.73M +63,621 +38%
KAS
23
Kestra Advisory Services
Texas
$6.05M +$6.04M +222,534 New
AIA
24
Arcadia Investment Advisors
Idaho
$5.3M +$214K +7,893 +4%
SSB
25
Sandy Spring Bank
Maryland
$5.07M +$1.01M +37,215 +25%

IBDQ Hedge Fund Activity: Q3 2020 in Review

126 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q3 2020, worth a combined $535M — up 16% from $462M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IBDQ positions and 10 closed out — a net gain of 5 holders — while 64 added to existing stakes and 19 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $18M. The largest seller was Sigma Investment Counselors, cutting an estimated $6.71M.

  • 126 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q3 2020, up from 122 in Q2 2020.
  • Funds reported $535M of iShares iBonds Dec 2025 Term Corporate ETF stock for Q3 2020, up 16% quarter-over-quarter.
  • 15 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q3 2020 and 10 closed out, a net change of +5 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q3 2020 was Aptus Capital Advisors, an estimated $18M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q3 2020 was Sigma Investment Counselors, an estimated $6.71M sold.

Based on aggregated 13F filings for Q3 2020.