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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
CT
326
Colonial Trust
South Carolina
$20.2K – – –
UCB
327
United Community Bank
South Carolina
$20.1K +$19.9K +795 New
AF
328
Advisornet Financial
Minnesota
$19.2K +$150 +6 +0.8%
MCA
329
Maryland Capital Advisors
Maryland
$18.6K +$18.4K +735 New
BTI
330
Blue Trust Inc
Georgia
$18.1K +$125 +5 +0.7%
RF
331
Robbins Farley
New Hampshire
$17.3K -$25.7K -1,026 -60%
BFO
332
Biltmore Family Office
North Carolina
$16.4K – – –
PNC Financial Services Group
333
PNC Financial Services Group
Pennsylvania
$15.1K +$100 +4 +0.7%
RF
334
Rossby Financial
Florida
$12.8K +$12.7K +506 New
BCWM
335
Bartlett & Co Wealth Management
Ohio
$12.6K -$2.51K -100 -17%
YDMI
336
Y.D. More Investments
Israel
$12.6K – – –
CIBC Private Wealth Group
337
CIBC Private Wealth Group
Georgia
$10.4K +$125 +5 +1%
KWM
338
Kiker Wealth Management
Georgia
$8.18K +$8.12K +324 New
FPB
339
First PREMIER Bank
South Dakota
$8K – – –
LCM
340
Logan Capital Management
Pennsylvania
$6.26K – – –
HNB
341
Huntington National Bank
Ohio
$5.48K – – –
NWMP
342
Noble Wealth Management PBC
Colorado
$3.16K – – –
MFT
343
Moisand Fitzgerald Tamayo
Florida
$2.65K – – –
BNP Paribas Financial Markets
344
BNP Paribas Financial Markets
France
$1.64K +$1.63K +65 New
JWCA
345
J.W. Cole Advisors
Florida
– -$2.54M -102,143 Closed
Susquehanna International Group
346
Susquehanna International Group
Pennsylvania
– -$1.21M -48,601 Closed
FTUS
347
Flow Traders U.S.
New York
– -$1.06M -42,412 Closed
MFG
348
Mendota Financial Group
Wisconsin
– -$658K -26,416 Closed
Thrivent Financial for Lutherans
349
Thrivent Financial for Lutherans
Minnesota
– -$368K -14,774 Closed
SB
350
Strategic Blueprint
Georgia
– -$331K -13,278 Closed
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.