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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
AGWCA
326
Annis Gardner Whiting Capital Advisors
Florida
$60.9K +$25.1K +995 +71%
UCB
327
United Community Bank
South Carolina
$59.6K +$39K +1,548 +195%
FFA
328
Farther Finance Advisors
California
$56.9K -$6.07K -241 -10%
BF
329
BOK Financial
Oklahoma
$51.1K +$50.7K +2,012 New
PB
330
Pinnacle Bancorp
Nebraska
$50.8K
S
331
Sachetta
Massachusetts
$50.8K
LB
332
Legacy Bridge
Iowa
$48.3K
GIA
333
GHP Investment Advisors
Colorado
$40.9K
FRA
334
Front Row Advisors
California
$40.7K
S
335
SignatureFD
Georgia
$40.4K
AC
336
AlphaCore Capital
California
$36.4K
Bank of Montreal
337
Bank of Montreal
Ontario, Canada
$36.1K +$35.8K +1,419 New
JP Morgan Chase
338
JP Morgan Chase
New York
$34.3K -$4.78M -189,833 -99%
SC
339
Stephens Consulting
Michigan
$33.3K
HWM
340
Hemington Wealth Management
Virginia
$33K
William Blair & Company
341
William Blair & Company
Illinois
$30.7K
EB
342
Eastern Bank
Massachusetts
$30.4K +$8.82K +350 +41%
PP
343
Pacifica Partners
Canada
$20.5K +$20.3K +807 New
CT
344
Colonial Trust
South Carolina
$20.3K
AF
345
Advisornet Financial
Minnesota
$19.5K +$227 +9 +1%
MCA
346
Maryland Capital Advisors
Maryland
$18.7K
BTI
347
Blue Trust Inc
Georgia
$18.5K +$227 +9 +1%
BFO
348
Biltmore Family Office
North Carolina
$16.5K
PNC Financial Services Group
349
PNC Financial Services Group
Pennsylvania
$15.4K +$151 +6 +1%
ACA
350
Aptus Capital Advisors
Alabama
$15.2K -$58.8M -2,333,619 -100%

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.