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 %
SQA
251
Simon Quick Advisors
New Jersey
$363K +$363K +14,299 New
TCM
252
TABR Capital Management
California
$363K +$110K +4,323 +43%
FW
253
FullCircle Wealth
Texas
$363K – – –
BONH
254
Bank of New Hampshire
New Hampshire
$353K +$48.3K +1,900 +16%
WJA
255
Willis Johnson & Associates
Texas
$344K – – –
Thrivent Financial for Lutherans
256
Thrivent Financial for Lutherans
Minnesota
$339K +$339K +13,333 New
CWS
257
Cypress Wealth Services
California
$335K – – –
FFP
258
FourThought Financial Partners
Florida
$330K +$330K +12,983 New
VFIC
259
Valley Forge Investment Consultants
Pennsylvania
$329K +$3.76K +148 +1%
KWS
260
Keystone Wealth Services
California
$326K +$2.24K +88 +0.7%
PJSIMP
261
P.J. Schmidt Investment Management (PJS)
Wisconsin
$316K – – –
ASN
262
Advisory Services Network
Georgia
$310K +$67.8K +2,673 +28%
CSIA
263
Conrad Siegel Investment Advisors
Pennsylvania
$308K +$62.9K +2,473 +26%
MW
264
Maia Wealth
Colorado
$299K -$101K -3,962 -25%
CPIG
265
Chicago Partners Investment Group
Illinois
$295K – – –
JAG
266
Journey Advisory Group
Kentucky
$292K – – –
MIM
267
Moseley Investment Management
Florida
$285K +$285K +11,224 New
FDCP
268
Foster Dykema Cabot & Partners
Massachusetts
$285K – – –
AM
269
Atwater Malick
Pennsylvania
$283K – – –
AAS
270
Avantax Advisory Services
Texas
$280K +$35.4K +1,392 +14%
MFWP
271
Mosaic Family Wealth Partners
Missouri
$273K +$273K +10,731 New
PIMG
272
Patriot Investment Management Group
Tennessee
$268K – – –
BCV
273
Banque Cantonale Vaudoise
Switzerland
$267K – – –
DWM
274
Dakota Wealth Management
Florida
$264K -$15.3K -600 -5%
HFA
275
Highland Financial Advisors
New Jersey
$258K – – –
9 10
11
12 13