IBDT icon

iShares iBonds Dec 2028 Term Corporate ETF
IBDT

Overview Fund Activity

357 hedge funds and large institutions have $2.26B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 186 increasing their positions, 73 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
+16
Holders Change %
+4.69%
% of All Funds
4.79%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.19%
New
36
Increased
186
Reduced
73
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
+$138M
2
Citadel Advisors
Citadel Advisors
Florida
+$14.9M
3
HCM
Hengehold Capital Management
Ohio
+$8.01M
4
Morgan Stanley
Morgan Stanley
New York
+$7.83M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$6.74M

Top Sellers

1
ACA
Aptus Capital Advisors
Alabama
-$59.3M
2
ACM
Advisors Capital Management
New Jersey
-$7.51M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$4.83M
4
WC
Wolfstich Capital
Massachusetts
-$4.71M
5
WCP
Wick Capital Partners
Pennsylvania
-$4.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
101
Merit Financial Group
Georgia
$3.62M +$3.62M +142,335 New
GDP
102
Great Diamond Partners
Maine
$3.59M +$85.4K +3,360 +2%
HBT
103
Heartland Bank & Trust
Illinois
$3.47M +$1.38M +54,289 +66%
PIM
104
Penobscot Investment Management
Massachusetts
$3.46M +$1.6M +62,950 +86%
WI
105
WrapManager Inc
California
$3.46M +$64.6K +2,542 +2%
Wealth Enhancement Advisory Services
106
Wealth Enhancement Advisory Services
Minnesota
$3.42M +$112K +4,422 +3%
FBB
107
Fulton Breakefield Broenniman
Maryland
$3.39M +$112K +4,414 +3%
EPW
108
Evergreen Private Wealth
Colorado
$3.33M +$179K +7,031 +6%
VVP
109
Venture Visionary Partners
Ohio
$3.32M -$990K -38,965 -23%
PSIWM
110
Paradigm Strategies in Wealth Management
Minnesota
$3.27M -$92.7K -3,648 -3%
SFB
111
STAR Financial Bank
Indiana
$3.26M +$139K +5,465 +4%
BFIM
112
Beese Fulmer Investment Management
Ohio
$3.26M +$3.26M +128,299 New
SWA
113
Sightline Wealth Advisors
Connecticut
$3.25M +$969K +38,125 +43%
SWA
114
Sax Wealth Advisors
New Jersey
$3.19M -$90.1K -3,546 -3%
Janney Montgomery Scott
115
Janney Montgomery Scott
Pennsylvania
$3.19M -$45.9K -1,805 -1%
KNW
116
Kesler Norman & Wride
Utah
$3.16M +$13.9K +545 +0.4%
Jane Street
117
Jane Street
New York
$3.16M -$2.01M -79,139 -39%
LFS
118
Littlejohn Financial Services
Oregon
$3.09M +$77.3K +3,039 +3%
PWP
119
Precedent Wealth Partners
Texas
$3.07M +$312K +12,273 +11%
SP
120
Stonebrook Private
Michigan
$3M +$58.8K +2,314 +2%
VA
121
Valmark Advisers
Ohio
$2.86M +$465K +18,302 +19%
LIM
122
Leavell Investment Management
Alabama
$2.73M +$137K +5,388 +5%
IF
123
Ironwood Financial
Arizona
$2.69M – – –
FA
124
FF Advisors
California
$2.63M +$102K +4,031 +4%
LF
125
LifePlan Financial
Minnesota
$2.6M -$30.6K -1,205 -1%
3 4
5
6 7