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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
RW
26
RVW Wealth
California
$22.5M +$496K +19,802 +2%
Truist Financial
27
Truist Financial
North Carolina
$21.5M -$212K -8,448 -1%
Stifel Financial
28
Stifel Financial
Missouri
$19.2M +$1.23M +49,166 +7%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$17.6M +$570K +22,731 +3%
MCM
30
MV Capital Management
Maryland
$16.2M +$1.7M +68,028 +12%
US Bancorp
31
US Bancorp
Minnesota
$15.1M +$156K +6,228 +1%
AWM
32
Apollon Wealth Management
South Carolina
$14.6M -$133K -5,300 -0.9%
AF
33
Arrow Financial
New York
$14.3M +$68.4K +2,731 +0.5%
SCA
34
Snowden Capital Advisors
New York
$12.4M +$592K +23,631 +5%
WCM
35
Windsor Capital Management
Arizona
$11.9M +$309K +12,313 +3%
KAS
36
Kestra Advisory Services
Texas
$11.7M +$366K +14,605 +3%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$11.5M +$1.52M +60,729 +15%
BEI
38
Benjamin Edwards Inc
Missouri
$10.5M +$611K +24,399 +6%
SWP
39
Stratos Wealth Partners
Ohio
$10.4M +$8.63M +344,424 +501%
GT
40
Glenview Trust
Kentucky
$10.3M +$855K +34,139 +9%
Citadel Advisors
41
Citadel Advisors
Florida
$9.39M +$9.31M +371,636 New
CFS
42
Commonwealth Financial Services
West Virginia
$9.32M -$27K -1,076 -0.3%
PA
43
Probity Advisors
Texas
$9.23M +$367K +14,661 +4%
PWS
44
Peloton Wealth Strategists
Indiana
$9.16M +$1.09M +43,520 +14%
ST
45
Spinnaker Trust
Maine
$9.01M +$1.46M +58,220 +19%
LWM
46
Lyell Wealth Management
California
$8.96M +$594K +23,720 +7%
CTC
47
Central Trust Company
Missouri
$8.44M +$297K +11,849 +4%
MFIM
48
Mesirow Financial Investment Management
Illinois
$8.08M +$1.47M +58,761 +23%
SA
49
Sanctuary Advisors
Indiana
$7.75M +$296K +11,816 +4%
ACM
50
Advisors Capital Management
New Jersey
$7.51M +$77.2K +3,079 +1%
1
2
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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.