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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
CWM
76
Centricity Wealth Management
Ohio
$4.98M +$220K +8,715 +5%
MA
77
MONECO Advisors
Connecticut
$4.67M +$10.5K +416 +0.2%
HW
78
Hancock Whitney
Mississippi
$4.64M +$4.6M +182,476 New
GPA
79
Guidance Point Advisors
Massachusetts
$4.6M +$15.8K +627 +0.3%
Cambridge Investment Research Advisors
80
Cambridge Investment Research Advisors
Iowa
$4.58M +$961K +38,143 +27%
VWMG
81
Virginia Wealth Management Group
Virginia
$4.55M +$113K +4,480 +3%
Creative Planning
82
Creative Planning
Kansas
$4.54M -$162K -6,425 -3%
FTUS
83
Flow Traders U.S.
New York
$4.52M +$4.48M +177,664 New
KF
84
Krilogy Financial
Missouri
$4.48M +$785K +31,155 +21%
LWL
85
Leo Wealth LLC
Texas
$4.42M +$399K +15,841 +10%
Renaissance Technologies
86
Renaissance Technologies
New York
$4.36M -$2.27M -90,105 -34%
DSA
87
Droms Strauss Advisors
Missouri
$4.3M +$171K +6,801 +4%
R
88
Rebalance
California
$4.3M +$39.8K +1,579 +0.9%
KTM
89
Keeler Thomas Management
Utah
$4.25M -$515K -20,417 -11%
HAC
90
Harbor Advisory Corp
New Hampshire
$4.09M
CWM
91
Centric Wealth Management
Illinois
$4.05M +$211K +8,370 +6%
4FG
92
4Thought Financial Group
New York
$4.03M -$459K -18,201 -10%
CBT
93
Crews Bank & Trust
Florida
$4.01M +$430K +17,045 +12%
SCG
94
Sonata Capital Group
Washington
$4.01M +$1.72M +68,374 +77%
LIA
95
LBMC Investment Advisors
Tennessee
$3.91M +$1.72M +68,294 +80%
NG
96
Northstar Group
New York
$3.86M +$808K +32,055 +27%
AF
97
Allworth Financial
California
$3.82M +$295K +11,693 +8%
SFS
98
Sowell Financial Services
Arkansas
$3.72M -$504 -20 -0%
QFA
99
Quantum Financial Advisors
California
$3.69M +$505K +20,042 +16%
MGIA
100
Matthew Goff Investment Advisor
Texas
$3.64M -$149K -5,920 -4%

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.