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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

155 hedge funds and large institutions have $802M invested in iShares iBonds Dec 2025 Term Corporate ETF in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 80 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 30

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

10% more capital invested

Capital invested by funds: $732M → $802M (+$70.2M)

5% more funds holding

Funds holding: 147155 (+8)

0.31% more ownership

Funds ownership: 69.17%69.48% (+0.31%)

Holders
155
Holders Change
+8
Holders Change %
+5.44%
% of All Funds
2.7%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
16
Increased
80
Reduced
30
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$109M +$13.5M +501,180 +14%
Bank of America
2
Bank of America
North Carolina
$71.1M +$5.46M +202,480 +8%
CAI
3
Capital Advisors Inc
Oklahoma
$59.2M -$1.74M -64,594 -3%
Morgan Stanley
4
Morgan Stanley
New York
$51.5M +$55K +2,037 +0.1%
CIA
5
Capital Investment Advisors
Georgia
$38.3M +$1.55M +57,522 +4%
Wells Fargo
6
Wells Fargo
California
$30.7M +$1.38M +50,995 +5%
RW
7
RVW Wealth
California
$26M +$918K +34,011 +4%
US Bancorp
8
US Bancorp
Minnesota
$25.2M +$4.06M +150,306 +19%
SIC
9
Sigma Investment Counselors
Michigan
$25.1M +$2.26M +83,855 +10%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$24.3M +$4.03M +149,421 +20%
LPL Financial
11
LPL Financial
California
$22.8M +$2.4M +89,094 +12%
UBS Group
12
UBS Group
Switzerland
$22.5M +$824K +30,549 +4%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$16.1M +$1.67M +61,867 +12%
HighTower Advisors
14
HighTower Advisors
Illinois
$14M
KCM
15
Karp Capital Management
California
$13.4M +$13.4M +496,161 New
CTC
16
Central Trust Company
Missouri
$9.89M +$98.7K +3,656 +1%
SVWAG
17
Sound View Wealth Advisors Group
Georgia
$9.87M +$1.01M +37,460 +11%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$9.47M +$1.11M +41,318 +13%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$9.01M +$1.54M +56,949 +21%
Ameriprise
20
Ameriprise
Minnesota
$8.51M +$319K +11,832 +4%
GA
21
Gateway Advisory
New Jersey
$8.3M +$81.2K +3,009 +1%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$8.13M +$2.84M +105,344 +54%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$7.96M +$246K +9,116 +3%
TF
24
TLWM Financial
Texas
$7.94M -$75.7K -2,806 -0.9%
PPWM
25
PFG Private Wealth Management
Florida
$6.33M +$320K +11,871 +5%

IBDQ Hedge Fund Activity: Q2 2021 in Review

155 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q2 2021, worth a combined $802M — up 9.6% from $732M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IBDQ positions and 7 closed out — a net gain of 9 holders — while 80 added to existing stakes and 30 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $13.5M. The largest seller was Godsey & Gibb Inc, exiting entirely with an estimated $3.94M sold.

  • 155 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q2 2021, up from 147 in Q1 2021.
  • Funds reported $802M of iShares iBonds Dec 2025 Term Corporate ETF stock for Q2 2021, up 9.6% quarter-over-quarter.
  • 16 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q2 2021 and 7 closed out, a net change of +9 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q2 2021 was Aptus Capital Advisors, an estimated $13.5M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q2 2021 was Godsey & Gibb Inc, an estimated $3.94M sold.

Based on aggregated 13F filings for Q2 2021.