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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
LWANC
101
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.63M +$144K +5,713 +4%
MFG
102
Merit Financial Group
Georgia
$3.62M +$3.59M +142,335 New
GDP
103
Great Diamond Partners
Maine
$3.59M +$84.7K +3,360 +2%
HBT
104
Heartland Bank & Trust
Illinois
$3.47M +$1.37M +54,289 +66%
PIM
105
Penobscot Investment Management
Massachusetts
$3.46M +$1.59M +62,950 +86%
WI
106
WrapManager Inc
California
$3.46M +$64.1K +2,542 +2%
Wealth Enhancement Advisory Services
107
Wealth Enhancement Advisory Services
Minnesota
$3.42M +$111K +4,422 +3%
FBB
108
Fulton Breakefield Broenniman
Maryland
$3.39M +$111K +4,414 +3%
EPW
109
Evergreen Private Wealth
Colorado
$3.33M +$177K +7,031 +6%
VVP
110
Venture Visionary Partners
Ohio
$3.32M -$982K -38,965 -23%
PSIWM
111
Paradigm Strategies in Wealth Management
Minnesota
$3.27M -$91.9K -3,648 -3%
SFB
112
STAR Financial Bank
Indiana
$3.26M +$138K +5,465 +4%
BFIM
113
Beese Fulmer Investment Management
Ohio
$3.26M +$3.23M +128,299 New
SWA
114
Sightline Wealth Advisors
Connecticut
$3.25M +$961K +38,125 +43%
SWA
115
Sax Wealth Advisors
New Jersey
$3.19M -$89.4K -3,546 -3%
Janney Montgomery Scott
116
Janney Montgomery Scott
Pennsylvania
$3.19M -$45.5K -1,805 -1%
KNW
117
Kesler Norman & Wride
Utah
$3.16M +$13.7K +545 +0.4%
Jane Street
118
Jane Street
New York
$3.16M -$1.99M -79,139 -39%
LFS
119
Littlejohn Financial Services
Oregon
$3.09M +$76.6K +3,039 +3%
PWP
120
Precedent Wealth Partners
Texas
$3.07M +$309K +12,273 +11%
SP
121
Stonebrook Private
Michigan
$3M +$58.3K +2,314 +2%
VA
122
Valmark Advisers
Ohio
$2.86M +$461K +18,302 +19%
LIM
123
Leavell Investment Management
Alabama
$2.73M +$136K +5,388 +5%
IF
124
Ironwood Financial
Arizona
$2.69M
FA
125
FF Advisors
California
$2.63M +$102K +4,031 +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.