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IBDQ

iShares iBonds Dec 2025 Term Corporate ETF

Delisted

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

161 hedge funds and large institutions have $858M invested in iShares iBonds Dec 2025 Term Corporate ETF in 2021 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 80 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 29

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

7% more capital invested

Capital invested by funds: $802M → $858M (+$55.5M)

4% more funds holding

Funds holding: 155161 (+6)

2.34% more ownership

Funds ownership: 69.48%71.83% (+2.3%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
161
Holders Change
+6
Holders Change %
+3.87%
% of All Funds
2.82%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
17
Increased
80
Reduced
29
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1
Aptus Capital Advisors
Alabama
$127M +$18M +668,240 +16%
Bank of America
2
Bank of America
North Carolina
$74.3M +$3.59M +133,171 +5%
CAI
3
Capital Advisors Inc
Oklahoma
$60.5M +$1.59M +59,022 +3%
Morgan Stanley
4
Morgan Stanley
New York
$57.1M +$5.84M +216,625 +11%
CIA
5
Capital Investment Advisors
Georgia
$40.2M +$2.16M +80,082 +6%
Wells Fargo
6
Wells Fargo
California
$31.9M +$1.34M +49,497 +4%
SIC
7
Sigma Investment Counselors
Michigan
$26.8M +$1.81M +67,188 +7%
RW
8
RVW Wealth
California
$26M -$288K -10,669 -1%
UBS Group
9
UBS Group
Switzerland
$25.7M +$3.38M +125,456 +15%
US Bancorp
10
US Bancorp
Minnesota
$25.5M +$422K +15,640 +2%
LPL Financial
11
LPL Financial
California
$24.5M +$1.83M +67,697 +8%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$24.2M +$13.9K +517 +0.1%
KCM
13
Karp Capital Management
California
$18.8M +$5.46M +202,344 +41%
HighTower Advisors
14
HighTower Advisors
Illinois
$14.9M +$14.9M +553,067 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$14.5M -$1.59M -58,914 -10%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$10.6M +$1.19M +44,231 +13%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$10.4M +$2.32M +86,197 +29%
SVWAG
18
Sound View Wealth Advisors Group
Georgia
$10M +$204K +7,550 +2%
CTC
19
Central Trust Company
Missouri
$9.9M +$63.4K +2,349 +0.6%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$9.78M +$824K +30,559 +9%
Ameriprise
21
Ameriprise
Minnesota
$9.13M +$664K +24,633 +8%
GA
22
Gateway Advisory
New Jersey
$8.37M +$113K +4,194 +1%
TF
23
TLWM Financial
Texas
$7.78M -$115K -4,260 -1%
ACM
24
Azimuth Capital Management
Michigan
$6.8M +$708K +26,260 +12%
PPWM
25
PFG Private Wealth Management
Florida
$6.77M +$476K +17,639 +8%

IBDQ Hedge Fund Activity: Q3 2021 in Review

161 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) for Q3 2021, worth a combined $858M — up 6.9% from $802M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IBDQ positions and 10 closed out — a net gain of 7 holders — while 80 added to existing stakes and 29 trimmed.

The largest buyer was Aptus Capital Advisors, adding an estimated $18M. The largest seller was Estate Counselors, cutting an estimated $2.34M.

  • 161 institutional investors held iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) as of Q3 2021, up from 155 in Q2 2021.
  • Funds reported $858M of iShares iBonds Dec 2025 Term Corporate ETF stock for Q3 2021, up 6.9% quarter-over-quarter.
  • 17 funds opened new iShares iBonds Dec 2025 Term Corporate ETF positions in Q3 2021 and 10 closed out, a net change of +7 holders.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF buyer in Q3 2021 was Aptus Capital Advisors, an estimated $18M added.
  • The largest iShares iBonds Dec 2025 Term Corporate ETF seller in Q3 2021 was Estate Counselors, an estimated $2.34M sold.

Based on aggregated 13F filings for Q3 2021.