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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
MFWP
276
Mosaic Family Wealth Partners
Missouri
$273K +$270K +10,731 New
PIMG
277
Patriot Investment Management Group
Tennessee
$268K
BCV
278
Banque Cantonale Vaudoise
Switzerland
$267K
DWM
279
Dakota Wealth Management
Florida
$264K -$15.1K -600 -5%
HFA
280
Highland Financial Advisors
New Jersey
$258K
PCIA
281
Prime Capital Investment Advisors
Kansas
$254K -$178K -7,067 -41%
RSWM
282
Robertson Stephens Wealth Management
California
$249K -$182K -7,229 -42%
MF
283
Montis Financial
Massachusetts
$245K -$16K -634 -6%
GCA
284
Gradient Capital Advisors
California
$242K
AWE
285
Avidian Wealth Enterprises
Texas
$240K -$51.9K -2,059 -18%
AMM
286
American Money Management
California
$230K +$228K +9,062 New
MC
287
Moors & Cabot
Massachusetts
$226K +$224K +8,902 New
WANY
288
Wealthspire Advisors (New York)
New York
$220K
NEPWA
289
New England Private Wealth Advisors
Massachusetts
$219K +$3.33K +132 +2%
PWA
290
Physician Wealth Advisors
Utah
$217K +$52.5K +2,085 +32%
KOMWMG
291
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$217K +$215K +8,534 New
SVWA
292
Sarver Vrooman Wealth Advisors
Missouri
$216K +$186K +7,397 +676%
ATPW
293
Ashton Thomas Private Wealth
Arizona
$214K -$32.7K -1,296 -13%
CHA
294
Cooper/Haims Advisors
New York
$209K
MWA
295
Midland Wealth Advisors
Illinois
$206K +$204K +8,103 New
SC
296
Scotia Capital
Ontario, Canada
$206K -$37.8K -1,500 -16%
NDSI
297
Newman Dignan & Sheerar Inc
Rhode Island
$206K +$204K +8,099 New
Goldman Sachs
298
Goldman Sachs
New York
$206K +$204K +8,094 New
FAC
299
Financial Advisory Corporation
Michigan
$205K
FHA
300
First Horizon Advisors
Tennessee
$204K

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.