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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

147 hedge funds and large institutions have $732M invested in iShares iBonds Dec 2025 Term Corporate ETF in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 80 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 25

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

9% more capital invested

Capital invested by funds: $671M → $732M (+$60.8M)

1% more funds holding

Funds holding: 146147 (+1)

0.17% less ownership

Funds ownership: 69.34%69.17% (-0.17%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
147
Holders Change
+1
Holders Change %
+0.68%
% of All Funds
2.58%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
14
Increased
80
Reduced
25
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$95.2M +$13.6M +501,180 +16%
Bank of America
2
Bank of America
North Carolina
$65.3M +$5.94M +219,429 +10%
CAI
3
Capital Advisors Inc
Oklahoma
$60.6M -$674K -24,880 -1%
Morgan Stanley
4
Morgan Stanley
New York
$51.2M +$808K +29,853 +2%
CIA
5
Capital Investment Advisors
Georgia
$36.5M +$2.57M +95,073 +8%
Wells Fargo
6
Wells Fargo
California
$29.1M +$5.09M +188,076 +21%
RW
7
RVW Wealth
California
$25M +$2.5M +92,469 +11%
SIC
8
Sigma Investment Counselors
Michigan
$22.7M +$1.86M +68,633 +9%
UBS Group
9
UBS Group
Switzerland
$21.5M +$6.01M +221,881 +38%
US Bancorp
10
US Bancorp
Minnesota
$21M +$2.28M +84,188 +12%
LPL Financial
11
LPL Financial
California
$20.3M +$5.89M +217,522 +40%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$20.1M +$9.68M +357,694 +91%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$14.4M +$3.18M +117,345 +28%
HighTower Advisors
14
HighTower Advisors
Illinois
$13.7M
CTC
15
Central Trust Company
Missouri
$9.74M +$23.6K +870 +0.2%
SVWAG
16
Sound View Wealth Advisors Group
Georgia
$8.81M -$229K -8,469 -3%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$8.31M +$2.78M +102,538 +50%
GA
18
Gateway Advisory
New Jersey
$8.17M +$125K +4,609 +2%
Ameriprise
19
Ameriprise
Minnesota
$8.15M +$273K +10,098 +3%
TF
20
TLWM Financial
Texas
$7.96M -$63.1K -2,329 -0.8%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$7.67M +$480K +17,743 +7%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$7.42M +$786K +29,041 +12%
PPWM
23
PFG Private Wealth Management
Florida
$5.97M +$835K +30,854 +16%
ACM
24
Azimuth Capital Management
Michigan
$5.81M +$1.5M +55,370 +34%
AIA
25
Arcadia Investment Advisors
Idaho
$5.78M +$285K +10,511 +5%

IBDQ Hedge Fund Activity: Q1 2021 in Review

147 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q1 2021, worth a combined $732M — up 9% from $671M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IBDQ positions and 11 closed out — a net gain of 3 holders — while 80 added to existing stakes and 25 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $13.6M. The largest seller was Trust Company of Kansas, exiting entirely with an estimated $13.4M sold.

  • 147 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q1 2021, up from 146 in Q4 2020.
  • Funds reported $732M of iShares iBonds Dec 2025 Term Corporate ETF stock for Q1 2021, up 9% quarter-over-quarter.
  • 14 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q1 2021 and 11 closed out, a net change of +3 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q1 2021 was Aptus Capital Advisors, an estimated $13.6M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q1 2021 was Trust Company of Kansas, an estimated $13.4M sold.

Based on aggregated 13F filings for Q1 2021.