We are live on ! Find out more
IBDT icon

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
TRCT
301
Tower Research Capital (TRC)
New York
$107K +$106K +4,234 New
HWA
302
HHM Wealth Advisors
Tennessee
$90.9K – – –
TC
303
Trust Company
Kansas
$75.9K +$25.2K +1,004 +50%
BOJHT
304
Bank of Jackson Hole Trust
Wyoming
$73.7K +$30.9K +1,234 +73%
KOCAA
305
Knights of Columbus Asset Advisors
Connecticut
$72.7K – – –
ADL
306
Asset Dedication LLC
California
$67.1K -$146K -5,815 -69%
MIFH
307
Migdal Insurance & Financial Holdings
Israel
$64K -$64.9K -2,590 -50%
FFA
308
Farther Finance Advisors
California
$62.4K -$5.76K -230 -8%
PB
309
Pinnacle Bancorp
Nebraska
$50.5K – – –
S
310
Sachetta
Massachusetts
$50.5K – – –
FUBT
311
First United Bank & Trust
Maryland
$48.3K – – –
LB
312
Legacy Bridge
Iowa
$48K – – –
GIA
313
GHP Investment Advisors
Colorado
$40.6K – – –
FRA
314
Front Row Advisors
California
$40.4K – – –
S
315
SignatureFD
Georgia
$40.2K +$39.9K +1,591 New
AC
316
AlphaCore Capital
California
$36.1K +$35.8K +1,430 New
AGWCA
317
Annis Gardner Whiting Capital Advisors
Florida
$35.4K – – –
SC
318
Stephens Consulting
Michigan
$33.1K – – –
HWM
319
Hemington Wealth Management
Virginia
$33K – – –
CT
320
Coastline Trust
Rhode Island
$30.6K – – –
William Blair & Company
321
William Blair & Company
Illinois
$30.5K – – –
SVWA
322
Sarver Vrooman Wealth Advisors
Missouri
$27.7K +$27.4K +1,095 New
PA
323
PSI Advisors
Florida
$25.3K – – –
SS
324
Sunbelt Securities
Texas
$25.3K +$25.1K +1,000 New
EB
325
Eastern Bank
Massachusetts
$21.3K – – –
11 12
13
14 15

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.