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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
T
251
Tableaux
Massachusetts
$395K +$107K +4,249 +38%
IAN
252
Integrated Advisors Network
Texas
$387K +$18.8K +747 +5%
RFG
253
RFP Financial Group
Georgia
$373K -$407K -16,131 -52%
SWA
254
Strata Wealth Advisors
Texas
$372K
SQA
255
Simon Quick Advisors
New Jersey
$363K +$360K +14,299 New
TCM
256
TABR Capital Management
California
$363K +$109K +4,323 +43%
FW
257
FullCircle Wealth
Texas
$363K
BONH
258
Bank of New Hampshire
New Hampshire
$353K +$47.9K +1,900 +16%
WJA
259
Willis Johnson & Associates
Texas
$344K
Thrivent Financial for Lutherans
260
Thrivent Financial for Lutherans
Minnesota
$339K +$336K +13,333 New
CWS
261
Cypress Wealth Services
California
$335K
FFP
262
FourThought Financial Partners
Florida
$330K +$327K +12,983 New
VFIC
263
Valley Forge Investment Consultants
Pennsylvania
$329K +$3.73K +148 +1%
NL
264
NWAM LLC
Washington
$326K +$324K +12,859 New
KWS
265
Keystone Wealth Services
California
$326K +$2.22K +88 +0.7%
PJSIMP
266
P.J. Schmidt Investment Management (PJS)
Wisconsin
$316K
ASN
267
Advisory Services Network
Georgia
$310K +$67.4K +2,673 +28%
CSIA
268
Conrad Siegel Investment Advisors
Pennsylvania
$308K +$62.3K +2,473 +26%
MW
269
Maia Wealth
Colorado
$299K -$99.8K -3,962 -25%
CPIG
270
Chicago Partners Investment Group
Illinois
$295K
JAG
271
Journey Advisory Group
Kentucky
$292K
MIM
272
Moseley Investment Management
Florida
$285K +$283K +11,224 New
FDCP
273
Foster Dykema Cabot & Partners
Massachusetts
$285K
AM
274
Atwater Malick
Pennsylvania
$283K
AAS
275
Avantax Advisory Services
Texas
$280K +$35.1K +1,392 +14%

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.