IBDT icon

iShares iBonds Dec 2028 Term Corporate ETF
IBDT

Overview Fund Activity

356 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, 185 increasing their positions, 73 reducing their positions, and 11 closing their positions.

Holders
356
Holders Change
+15
Holders Change %
+4.4%
% of All Funds
4.78%
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
185
Reduced
73
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWANC
1
Laurel Wealth Advisors (North Carolina)
North Carolina
$143M
2
Citadel Advisors
2
Citadel Advisors
Florida
$24.3M
3
GRP
3
Global Retirement Partners
California
$12.6M
4
FIBOI
4
First International Bank of Israel
$10.5M
5
HCM
5
Hengehold Capital Management
Ohio
$33.8M

Top Sellers

1
ACA
1
Aptus Capital Advisors
Alabama
$15.2K
2
ACM
2
Advisors Capital Management
New Jersey
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$34.3K
4
WC
4
Wolfstich Capital
Massachusetts
$0
5
WCP
5
Wick Capital Partners
Pennsylvania
$1.19M
Name Market Value Shares Shares
Change 		Shares
Change %
Mariner
126
Mariner
Kansas
$2.53M 99,584 -4,536 -4%
MSRI
127
Michael S. Ryan Inc
New York
$2.52M 99,008 +3,792 +4%
CCWA
128
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.49M 97,990 +10,259 +12%
CPIA
129
Cornell Pochily Investment Advisors
New York
$2.49M 97,869 +26,788 +38%
ABC
130
Associated Banc-Corp
Wisconsin
$2.45M 96,235 +5,372 +6%
Corient Private Wealth
131
Corient Private Wealth
Florida
$2.43M 95,669 -24,953 -21%
JWCA
132
J.W. Cole Advisors
Florida
$2.4M 94,220 +94,220 New
ATC
133
Adirondack Trust Company
New York
$2.33M 91,704 +7,244 +9%
LFASL
134
Lugano Financial Advisors SA (LFA)
Switzerland
$2.3M 91,368 +3,297 +4%
UCFA
135
United Capital Financial Advisors
Texas
$2.29M 90,047 +5,312 +6%
Jones Financial Companies
136
Jones Financial Companies
Missouri
$2.08M 82,052 +17,878 +28%
ACM
137
Arcataur Capital Management
Wisconsin
$2.05M 80,595 +2,595 +3%
RPC
138
Rossmore Private Capital
Connecticut
$2.02M 79,326 +29,541 +59%
HIA
139
Harbor Investment Advisory
Maryland
$2.01M 79,165 +37,345 +89%
CTA
140
Chesley Taft & Associates
Illinois
$2.01M 79,150 +5,800 +8%
IW
141
Instrumental Wealth
Florida
$1.99M 78,859 +2,067 +3%
CIA
142
Covington Investment Advisors
Pennsylvania
$1.98M 77,766 +10,714 +16%
EWS
143
Evergreen Wealth Solutions
Pennsylvania
$1.95M 76,673 -5,429 -7%
CWM
144
Cabot Wealth Management
Massachusetts
$1.88M 73,823 +1,910 +3%
GWCM
145
Godshalk Welsh Capital Management
Pennsylvania
$1.87M 73,750 +16,000 +28%
WMWM
146
Wilkins Miller Wealth Management
Alabama
$1.87M 73,657 -723 -1%
CCM
147
Coldstream Capital Management
Washington
$1.86M 73,304 -5,534 -7%
BlackRock
148
BlackRock
New York
$1.82M 71,550 +19,624 +38%
CA
149
CGN Advisors
Kansas
$1.75M 68,830 -85,241 -55%
MSWM
150
McGlone Suttner Wealth Management
Wisconsin
$1.73M 68,109 +8,411 +14%
4 5
6
7 8