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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

146 hedge funds and large institutions have $671M invested in iShares iBonds Dec 2025 Term Corporate ETF in 2020 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 64 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

440% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 5

146% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 26

25% more capital invested

Capital invested by funds: $535M → $671M (+$136M)

16% more funds holding

Funds holding: 126146 (+20)

4.38% more ownership

Funds ownership: 64.96%69.34% (+4.4%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

Holders
146
Holders Change
+20
Holders Change %
+15.87%
% of All Funds
2.58%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
27
Increased
64
Reduced
26
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$83.4M +$19.4M +713,022 +31%
CAI
2
Capital Advisors Inc
Oklahoma
$62.5M -$307K -11,295 -0.5%
Bank of America
3
Bank of America
North Carolina
$60.6M +$18.6M +683,630 +45%
Morgan Stanley
4
Morgan Stanley
New York
$51.4M +$11.2M +412,525 +28%
CIA
5
Capital Investment Advisors
Georgia
$34.7M -$156K -5,735 -0.5%
Wells Fargo
6
Wells Fargo
California
$24.6M +$5.67M +208,520 +30%
RW
7
RVW Wealth
California
$23M +$4.02M +147,964 +21%
SIC
8
Sigma Investment Counselors
Michigan
$21.3M +$13.5M +496,272 +176%
US Bancorp
9
US Bancorp
Minnesota
$19.1M +$5.1M +187,441 +37%
UBS Group
10
UBS Group
Switzerland
$15.9M +$1.53M +56,176 +11%
LPL Financial
11
LPL Financial
California
$14.7M +$7.16M +263,379 +96%
TCOK
12
Trust Company of Kansas
Kansas
$13.4M +$932K +34,285 +8%
HighTower Advisors
13
HighTower Advisors
Illinois
$13.2M
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$11.4M +$4.39M +161,341 +63%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$10.7M +$1.27M +46,679 +14%
CTC
16
Central Trust Company
Missouri
$9.91M +$157K +5,787 +2%
SVWAG
17
Sound View Wealth Advisors Group
Georgia
$9.22M +$260K +9,566 +3%
GA
18
Gateway Advisory
New Jersey
$8.21M +$104K +3,836 +1%
TF
19
TLWM Financial
Texas
$8.19M -$173K -6,369 -2%
Ameriprise
20
Ameriprise
Minnesota
$8.03M +$384K +14,135 +5%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$7.33M +$527K +19,394 +8%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$6.78M +$503K +18,496 +8%
SSB
23
Sandy Spring Bank
Maryland
$5.96M +$839K +30,858 +17%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$5.67M +$2.56M +94,164 +83%
AIA
25
Arcadia Investment Advisors
Idaho
$5.61M +$259K +9,539 +5%

IBDQ Hedge Fund Activity: Q4 2020 in Review

146 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q4 2020, worth a combined $671M — up 25% from $535M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IBDQ positions and 5 closed out — a net gain of 22 holders — while 64 added to existing stakes and 26 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $19.4M. The largest seller was Citadel Advisors, cutting an estimated $1.71M.

  • 146 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q4 2020, up from 126 in Q3 2020.
  • Funds reported $671M of iShares iBonds Dec 2025 Term Corporate ETF stock for Q4 2020, up 25% quarter-over-quarter.
  • 27 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q4 2020 and 5 closed out, a net change of +22 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q4 2020 was Aptus Capital Advisors, an estimated $19.4M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q4 2020 was Citadel Advisors, an estimated $1.71M sold.

Based on aggregated 13F filings for Q4 2020.