iShares iBonds Dec 2028 Term Corporate ETF
IBDT
342 hedge funds and large institutions have $2.05B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 204 increasing their positions, 57 reducing their positions, and 16 closing their positions.
258% more repeat investments, than reductions
Existing positions increased: 204 | Existing positions reduced: 57
125% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 16
31% more funds holding in top 10
Funds holding in top 10: 13 → 17 (+4)
12% more capital invested
Capital invested by funds: $1.84B → $2.05B (+$212M)
5% more funds holding
Funds holding: 327 → 342 (+15)
0.32% less ownership
Funds ownership: 74.39% → 74.07% (-0.32%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lido Advisors
Los Angeles,
California
|
+$17.5M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$11.8M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$9.62M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$9.31M |
| 5 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$8.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
-$13.1M |
| 2 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
-$2.54M |
| 3 |
HA
Hamel Associates
Chatham,
New Jersey
|
-$1.75M |
| 4 |
KTM
Keeler Thomas Management
Orem,
Utah
|
-$1.46M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.21M |
IBDT Hedge Fund Activity: Q1 2025 in Review
342 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) for Q1 2025, worth a combined $2.05B — up 12% from $1.84B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new IBDT positions and 16 closed out — a net gain of 20 holders — while 204 added to existing stakes and 57 trimmed.
The largest buyer was Lido Advisors, adding an estimated $17.5M. The largest seller was Corient Private Wealth, cutting an estimated $13.1M.
- 342 institutional investors held iShares iBonds Dec 2028 Term Corporate ETF (IBDT) as of Q1 2025, up from 327 in Q4 2024.
- Funds reported $2.05B of iShares iBonds Dec 2028 Term Corporate ETF stock for Q1 2025, up 12% quarter-over-quarter.
- 36 funds opened new iShares iBonds Dec 2028 Term Corporate ETF positions in Q1 2025 and 16 closed out, a net change of +20 holders.
- The largest iShares iBonds Dec 2028 Term Corporate ETF buyer in Q1 2025 was Lido Advisors, an estimated $17.5M added.
- The largest iShares iBonds Dec 2028 Term Corporate ETF seller in Q1 2025 was Corient Private Wealth, an estimated $13.1M sold.
Based on aggregated 13F filings for Q1 2025.