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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
MIFH
351
Migdal Insurance & Financial Holdings
Israel
$13K -$51.4K -2,040 -80%
BCWM
352
Bartlett & Co Wealth Management
Ohio
$12.7K
YDMI
353
Y.D. More Investments
Israel
$12.7K
CIBC Private Wealth Group
354
CIBC Private Wealth Group
Georgia
$10.7K +$76 +3 +0.7%
AAS
355
Ameritas Advisory Services
Nebraska
$9.63K +$9.55K +379 New
CA
356
CoreCap Advisors
Michigan
$8.97K +$8.9K +353 New
FPB
357
First PREMIER Bank
South Dakota
$8K
KWM
358
Kiker Wealth Management
Georgia
$7.45K -$781 -31 -10%
CCMI
359
Creative Capital Management Investments
California
$7.17K +$7.11K +282 New
LCM
360
Logan Capital Management
Pennsylvania
$6.3K
HNB
361
Huntington National Bank
Ohio
$5.52K
AW
362
Avion Wealth
Texas
$4K +$4.66K +185 New
MFT
363
Moisand Fitzgerald Tamayo
Florida
$2.67K
ACM
364
Advisors Capital Management
New Jersey
-$7.51M -297,384 Closed
WC
365
Wolfstich Capital
Massachusetts
-$4.71M -186,617 Closed
BWM
366
BCS Wealth Management
Tennessee
-$470K -18,593 Closed
HF
367
HRT Financial
New York
-$337K -13,351 Closed
RW
368
REDW Wealth
New Mexico
-$214K -8,485 Closed
FUBT
369
First United Bank & Trust
Maryland
-$48.3K -1,913 Closed
PA
370
PSI Advisors
Florida
-$25.3K -1,000 Closed
SS
371
Sunbelt Securities
Texas
-$25.3K -1,000 Closed
RF
372
Rossby Financial
Florida
-$12.8K -506 Closed
BNP Paribas Financial Markets
373
BNP Paribas Financial Markets
France
-$1.64K -65 Closed

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.