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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
342
Holders Change
+15
Holders Change %
+4.59%
% of All Funds
4.59%
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
204
Reduced
57
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Lido Advisors
Lido Advisors
California
+$17.5M
2
Ameriprise
Ameriprise
Minnesota
+$11.8M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$9.62M
4
Citadel Advisors
Citadel Advisors
Florida
+$9.31M
5
SWP
Stratos Wealth Partners
Ohio
+$8.63M

Top Sellers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
-$13.1M
2
JWCA
J.W. Cole Advisors
Florida
-$2.54M
3
HA
Hamel Associates
New Jersey
-$1.75M
4
KTM
Keeler Thomas Management
Utah
-$1.46M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
276
Avantax Advisory Services
Texas
$243K -$2.38K -95 -1%
SC
277
Scotia Capital
Ontario, Canada
$242K – – –
ASN
278
Advisory Services Network
Georgia
$241K +$240K +9,558 New
GCA
279
Gradient Capital Advisors
California
$241K +$239K +9,532 New
AA
280
Addison Advisors
Vermont
$218K +$3.13K +125 +1%
WANY
281
Wealthspire Advisors (New York)
New York
$218K +$216K +8,639 New
NEPWA
282
New England Private Wealth Advisors
Massachusetts
$215K +$1.6K +64 +0.8%
RW
283
REDW Wealth
New Mexico
$214K – – –
CHA
284
Cooper/Haims Advisors
New York
$208K – – –
BL
285
Balentine LLC
Georgia
$205K +$1.53K +61 +0.8%
FAC
286
Financial Advisory Corporation
Michigan
$204K +$202K +8,061 New
FHA
287
First Horizon Advisors
Tennessee
$203K – – –
AA
288
Alesco Advisors
New York
$202K +$201K +8,010 New
CAM
289
Creekmur Asset Management
Illinois
$201K -$69.9K -2,790 -26%
LWCFA
290
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$201K – – –
PFM
291
Phillips Financial Management
Indiana
$190K – – –
PWA
292
Physician Wealth Advisors
Utah
$163K +$96.5K +3,851 +147%
HBT
293
Hills Bank & Trust
Iowa
$163K – – –
WSFS
294
Wilmington Savings Fund Society
Delaware
$159K – – –
HC
295
Hurley Capital
New York
$156K +$125 +5 +0.1%
PTC
296
Private Trust Company
Ohio
$153K +$100K +4,010 +196%
OHWP
297
Oak Harbor Wealth Partners
North Carolina
$137K – – –
BWL
298
Bogart Wealth LLC
Virginia
$136K -$19.7K -786 -13%
KHC
299
Koesten Hirschmann & Crabtree
Kansas
$130K +$4.51K +180 +4%
HI
300
Harbour Investments
Wisconsin
$122K -$172K -6,878 -59%
10 11
12
13 14

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.