IBDT icon

iShares iBonds Dec 2028 Term Corporate ETF
IBDT

Overview Fund Activity

357 hedge funds and large institutions have $2.26B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 186 increasing their positions, 73 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
+16
Holders Change %
+4.69%
% of All Funds
4.79%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.19%
New
36
Increased
186
Reduced
73
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$143M
2
Citadel Advisors
Citadel Advisors
Florida
$24.3M
3
HCM
Hengehold Capital Management
Ohio
$33.8M
4
Morgan Stanley
Morgan Stanley
New York
$103M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$66.9M

Top Sellers

1
ACA
Aptus Capital Advisors
Alabama
$15.2K
2
ACM
Advisors Capital Management
New Jersey
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$34.3K
4
WC
Wolfstich Capital
Massachusetts
$0
5
WCP
Wick Capital Partners
Pennsylvania
$1.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
RBC
226
Roble Belko & Company
Pennsylvania
$557K – – –
BC
227
Barrett & Company
Rhode Island
$541K +$56.4K +2,219 +12%
1WM
228
1900 Wealth Management
Texas
$531K +$6.1K +240 +1%
MA
229
Mutual Advisors
Nebraska
$528K -$26.2K -1,033 -5%
NA
230
Nestegg Advisors
New York
$524K -$230K -9,061 -31%
EW
231
Element Wealth
Mississippi
$522K – – –
JBA
232
Johnson Bixby & Associates
Washington
$517K -$45.5K -1,790 -8%
RFN
233
Redwood Financial Network
Ohio
$514K +$32.6K +1,281 +7%
FIB
234
First Interstate Bank
Montana
$510K – – –
RSWA
235
Robinson Smith Wealth Advisors
Maine
$498K +$1.04K +41 +0.2%
MOS
236
MGO One Seven
Ohio
$496K +$33.7K +1,327 +7%
SPWM
237
Straight Path Wealth Management
Michigan
$474K +$381 +15 +0.1%
WWM
238
WJ Wealth Management
Arizona
$473K +$473K +18,600 New
KPWS
239
Kestra Private Wealth Services
Texas
$466K +$466K +18,347 New
SPIA
240
Steward Partners Investment Advisory
New York
$458K +$82.3K +3,237 +22%
RWM
241
Ritholtz Wealth Management
New York
$451K -$20.3K -800 -4%
BCPWM
242
Bradley & Co Private Wealth Management
Florida
$439K – – –
OC
243
Oppenheimer & Co
New York
$431K +$8.44K +332 +2%
CFO
244
CVA Family Office
Colorado
$427K +$1.27K +50 +0.3%
AA
245
Ancora Advisors
Ohio
$422K +$12.2K +479 +3%
SG
246
StoneX Group
New York
$420K +$5.24K +206 +1%
PS
247
Principal Securities
Iowa
$404K +$108K +4,246 +36%
IAN
248
Integrated Advisors Network
Texas
$387K +$19K +747 +5%
RFG
249
RFP Financial Group
Georgia
$373K -$410K -16,131 -52%
SWA
250
Strata Wealth Advisors
Texas
$372K – – –
8 9
10
11 12