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iShares iBonds Dec 2028 Term Corporate ETF

361 hedge funds and large institutions have $2.13B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 190 increasing their positions, 72 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 10

164% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 72

6% more funds holding

Funds holding: 342361 (+19)

4% more capital invested

Capital invested by funds: $2.05B → $2.13B (+$84.1M)

0.18% more ownership

Funds ownership: 74.07%74.25% (+0.18%)

18% less funds holding in top 10

Funds holding in top 10: 1714 (-3)

Holders
361
Holders Change
+19
Holders Change %
+5.56%
% of All Funds
4.75%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.18%
New
37
Increased
190
Reduced
72
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFO
226
Stokes Family Office
Louisiana
$571K
DP
227
Dearborn Partners
Illinois
$571K +$35.4K +1,406 +7%
BL
228
Balentine LLC
Georgia
$562K +$353K +13,991 +172%
RBC
229
Roble Belko & Company
Pennsylvania
$557K
BC
230
Barrett & Company
Rhode Island
$541K +$55.9K +2,219 +12%
1WM
231
1900 Wealth Management
Texas
$531K +$6.05K +240 +1%
MA
232
Mutual Advisors
Nebraska
$528K -$26K -1,033 -5%
NA
233
Nestegg Advisors
New York
$524K -$228K -9,061 -31%
EW
234
Element Wealth
Mississippi
$522K
JBA
235
Johnson Bixby & Associates
Washington
$517K -$45.1K -1,790 -8%
RFN
236
Redwood Financial Network
Ohio
$514K +$32.3K +1,281 +7%
FIB
237
First Interstate Bank
Montana
$510K
RSWA
238
Robinson Smith Wealth Advisors
Maine
$498K +$1.03K +41 +0.2%
MOS
239
MGO One Seven
Ohio
$496K +$33.4K +1,327 +7%
SPWM
240
Straight Path Wealth Management
Michigan
$474K +$378 +15 +0.1%
WWM
241
WJ Wealth Management
Arizona
$473K +$469K +18,600 New
KPWS
242
Kestra Private Wealth Services
Texas
$466K +$462K +18,347 New
SPIA
243
Steward Partners Investment Advisory
New York
$458K +$81.6K +3,237 +22%
RWM
244
Ritholtz Wealth Management
New York
$451K -$20.2K -800 -4%
BCPWM
245
Bradley & Co Private Wealth Management
Florida
$439K
OC
246
Oppenheimer & Co
New York
$431K +$8.37K +332 +2%
CFO
247
CVA Family Office
Colorado
$427K +$1.26K +50 +0.3%
AA
248
Ancora Advisors
Ohio
$422K +$12.1K +479 +3%
SG
249
StoneX Group
New York
$420K +$5.19K +206 +1%
PS
250
Principal Securities
Iowa
$404K +$107K +4,246 +36%

IBDT Hedge Fund Activity: Q2 2025 in Review

361 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) for Q2 2025, worth a combined $2.13B — up 4.1% from $2.05B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IBDT positions and 10 closed out — a net gain of 27 holders — while 190 added to existing stakes and 72 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $14.7M. The largest seller was Aptus Capital Advisors, cutting an estimated $58.8M.

  • 361 institutional investors held iShares iBonds Dec 2028 Term Corporate ETF (IBDT) as of Q2 2025, up from 342 in Q1 2025.
  • Funds reported $2.13B of iShares iBonds Dec 2028 Term Corporate ETF stock for Q2 2025, up 4.1% quarter-over-quarter.
  • 37 funds opened new iShares iBonds Dec 2028 Term Corporate ETF positions in Q2 2025 and 10 closed out, a net change of +27 holders.
  • The largest iShares iBonds Dec 2028 Term Corporate ETF buyer in Q2 2025 was Citadel Advisors, an estimated $14.7M added.
  • The largest iShares iBonds Dec 2028 Term Corporate ETF seller in Q2 2025 was Aptus Capital Advisors, an estimated $58.8M sold.

Based on aggregated 13F filings for Q2 2025.