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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
BWFA
26
Baltimore-Washington Financial Advisors
Maryland
$23.5M +$575K +22,804 +3%
Truist Financial
27
Truist Financial
North Carolina
$21.8M +$105K +4,147 +0.5%
Stifel Financial
28
Stifel Financial
Missouri
$20.3M +$1.04M +41,100 +5%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$18M +$316K +12,551 +2%
MCM
30
MV Capital Management
Maryland
$16.6M +$289K +11,451 +2%
US Bancorp
31
US Bancorp
Minnesota
$15.6M +$331K +13,118 +2%
AWM
32
Apollon Wealth Management
South Carolina
$14.8M +$121K +4,811 +0.8%
AF
33
Arrow Financial
New York
$14.2M -$220K -8,716 -2%
KAS
34
Kestra Advisory Services
Texas
$14.1M +$2.31M +91,852 +20%
BEI
35
Benjamin Edwards Inc
Missouri
$12.9M +$2.33M +92,546 +22%
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$12.8M +$1.2M +47,793 +10%
GRP
37
Global Retirement Partners
California
$12.6M +$12.5M +497,196 New
SCA
38
Snowden Capital Advisors
New York
$12.5M -$11.7K -465 -0.1%
GT
39
Glenview Trust
Kentucky
$12.2M +$1.77M +70,418 +17%
WCM
40
Windsor Capital Management
Arizona
$11.9M -$36.2K -1,438 -0.3%
FIBOI
41
First International Bank of Israel
$10.5M +$10.4M +412,682 New
SWP
42
Stratos Wealth Partners
Ohio
$10.1M -$397K -15,734 -4%
PA
43
Probity Advisors
Texas
$9.65M +$355K +14,074 +4%
ST
44
Spinnaker Trust
Maine
$9.53M +$457K +18,128 +5%
CFS
45
Commonwealth Financial Services
West Virginia
$9.53M +$150K +5,944 +2%
LWM
46
Lyell Wealth Management
California
$9.5M +$482K +19,115 +5%
PWS
47
Peloton Wealth Strategists
Indiana
$9.23M +$10.1K +400 +0.1%
CTC
48
Central Trust Company
Missouri
$8.74M +$239K +9,491 +3%
MFIM
49
Mesirow Financial Investment Management
Illinois
$8.42M +$294K +11,647 +4%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$7.96M +$937K +37,177 +13%

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.