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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
AA
301
Alesco Advisors
New York
$204K
LWCFA
302
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$203K
CAM
303
Creekmur Asset Management
Illinois
$202K
MA
304
MKT Advisors
California
$201K +$201K +7,962 New
Empower Advisory Group
305
Empower Advisory Group
Colorado
$201K +$199K +7,891 New
PFM
306
Phillips Financial Management
Indiana
$191K
HI
307
Harbour Investments
Wisconsin
$180K +$57K +2,261 +47%
HBT
308
Hills Bank & Trust
Iowa
$164K
WSFS
309
Wilmington Savings Fund Society
Delaware
$160K
PTC
310
Private Trust Company
Ohio
$160K +$5.95K +236 +4%
HC
311
Hurley Capital
New York
$157K +$202 +8 +0.1%
OHWP
312
Oak Harbor Wealth Partners
North Carolina
$138K
BWL
313
Bogart Wealth LLC
Virginia
$138K +$1.03K +41 +0.8%
KHC
314
Koesten Hirschmann & Crabtree
Kansas
$131K
MIM
315
MTM Investment Management
South Carolina
$126K +$125K +4,963 New
AA
316
Addison Advisors
Vermont
$119K -$100K -3,970 -46%
RF
317
Robbins Farley
New Hampshire
$118K +$99.8K +3,960 +579%
TRCT
318
Tower Research Capital (TRC)
New York
$115K +$6.98K +277 +7%
TC
319
Trust Company
Kansas
$102K +$25K +992 +33%
BOJHT
320
Bank of Jackson Hole Trust
Wyoming
$97.9K +$23.5K +932 +32%
HWA
321
HHM Wealth Advisors
Tennessee
$91.5K
KOCAA
322
Knights of Columbus Asset Advisors
Connecticut
$73.2K
ADL
323
Asset Dedication LLC
California
$66.7K -$756 -30 -1%
ME
324
McIlrath & Eck
Washington
$61K +$60.5K +2,401 New
CT
325
Coastline Trust
Rhode Island
$60.9K +$29.9K +1,186 +98%

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.