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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
SA
51
Sanctuary Advisors
Indiana
$7.82M +$24.1K +958 +0.3%
PPWM
52
PFG Private Wealth Management
Florida
$7.59M +$91.1K +3,614 +1%
FNT
53
First National Trust
Pennsylvania
$7.51M +$726K +28,807 +11%
BPA
54
Beacon Pointe Advisors
California
$7.13M -$16.6K -660 -0.2%
MA
55
MCF Advisors
Kentucky
$7.04M -$30.3K -1,201 -0.4%
I
56
InvesTrust
Oklahoma
$6.67M +$67.4K +2,674 +1%
AIA
57
Arcadia Investment Advisors
Idaho
$6.51M -$71.3K -2,831 -1%
PA
58
Parallel Advisors
California
$6.23M +$493K +19,574 +9%
E3F
59
Eight 31 Financial
Texas
$6.2M +$153K +6,072 +3%
AUB
60
Atlantic Union Bankshares
Virginia
$6.05M +$5.99M +237,870 New
MWM
61
MinichMacGregor Wealth Management
New York
$5.97M -$64.1K -2,542 -1%
IA
62
IFP Advisors
Florida
$5.89M -$22.6K -898 -0.4%
HA
63
Hamel Associates
New Jersey
$5.88M -$140K -5,540 -2%
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$5.81M +$172K +6,811 +3%
PWM
65
Praetorian Wealth Management
California
$5.78M +$178K +7,083 +3%
EWA
66
EP Wealth Advisors
California
$5.58M +$1.38M +54,572 +33%
CTWM
67
Cherry Tree Wealth Management
Minnesota
$5.55M -$33.5K -1,328 -0.6%
SWMG
68
Signature Wealth Management Group
Georgia
$5.52M +$79.5K +3,153 +1%
IWC
69
Integrated Wealth Concepts
Massachusetts
$5.51M +$1.01M +40,066 +23%
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$5.25M +$454K +18,020 +10%
CVM
71
Cheviot Value Management
California
$5.23M +$429K +17,031 +9%
NA
72
NewEdge Advisors
Louisiana
$5.21M -$568K -22,542 -10%
HFRG
73
Houlihan Financial Resource Group
Virginia
$5.2M +$34.1K +1,353 +0.7%
AI
74
Atria Investments
North Carolina
$5.19M +$51.5K +2,044 +1%
SG
75
Strid Group
Pennsylvania
$5.13M +$2.02M +80,243 +66%

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.