IBDT icon

iShares iBonds Dec 2028 Term Corporate ETF
IBDT

Overview Fund Activity

341 hedge funds and large institutions have $2.04B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 203 increasing their positions, 57 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
+14
Holders Change %
+4.28%
% of All Funds
4.63%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.23%
New
36
Increased
203
Reduced
57
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
Lido Advisors
California
+$17.6M
2
Ameriprise
Ameriprise
Minnesota
+$11.9M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$9.72M
4
Citadel Advisors
Citadel Advisors
Florida
+$9.39M
5
SWP
Stratos Wealth Partners
Ohio
+$8.7M

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
-$13.2M
2
JWCA
J.W. Cole Advisors
Florida
-$2.54M
3
HA
Hamel Associates
New Jersey
-$1.76M
4
KTM
Keeler Thomas Management
Utah
-$1.48M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
WJA
251
Willis Johnson & Associates
Texas
$342K +$101K +4,000 +42%
HF
252
HRT Financial
New York
$337K +$24.9K +986 +8%
CWS
253
Cypress Wealth Services
California
$333K – – –
VFIC
254
Valley Forge Investment Consultants
Pennsylvania
$323K -$53.3K -2,110 -14%
KWS
255
Keystone Wealth Services
California
$321K -$56.2K -2,225 -15%
PJSIMP
256
P.J. Schmidt Investment Management (PJS)
Wisconsin
$314K -$56.7K -2,244 -15%
BONH
257
Bank of New Hampshire
New Hampshire
$303K -$5.05K -200 -2%
CPIG
258
Chicago Partners Investment Group
Illinois
$293K – – –
AWM
259
Alterna Wealth Management
Texas
$292K +$292K +11,570 New
JAG
260
Journey Advisory Group
Kentucky
$290K -$10.6K -421 -4%
WFMPM
261
Woodley Farra Manion Portfolio Management
Indiana
$290K +$290K +11,487 New
AWE
262
Avidian Wealth Enterprises
Texas
$290K +$290K +11,487 New
PS
263
Principal Securities
Iowa
$290K – – –
T
264
Tableaux
Massachusetts
$285K +$285K +11,295 New
FDCP
265
Foster Dykema Cabot & Partners
Massachusetts
$283K -$10.1K -400 -3%
AM
266
Atwater Malick
Pennsylvania
$282K +$62.7K +2,484 +29%
DWM
267
Dakota Wealth Management
Florida
$278K – – –
PIMG
268
Patriot Investment Management Group
Tennessee
$266K +$20.3K +805 +8%
BCV
269
Banque Cantonale Vaudoise
Switzerland
$265K +$265K +10,510 New
MF
270
Montis Financial
Massachusetts
$259K +$2.91K +115 +1%
HFA
271
Highland Financial Advisors
New Jersey
$257K – – –
TCM
272
TABR Capital Management
California
$252K +$252K +9,959 New
ATPW
273
Ashton Thomas Private Wealth
Arizona
$245K -$733 -29 -0.3%
CSIA
274
Conrad Siegel Investment Advisors
Pennsylvania
$243K +$32K +1,265 +15%
AAS
275
Avantax Advisory Services
Texas
$243K -$2.4K -95 -1%
9 10
11
12 13