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 %
Mariner
126
Mariner
Kansas
$2.53M -$115K -4,536 -4%
MSRI
127
Michael S. Ryan Inc
New York
$2.52M +$96.4K +3,792 +4%
CCWA
128
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.49M +$261K +10,259 +12%
CPIA
129
Cornell Pochily Investment Advisors
New York
$2.49M +$681K +26,788 +38%
ABC
130
Associated Banc-Corp
Wisconsin
$2.45M +$137K +5,372 +6%
Corient Private Wealth
131
Corient Private Wealth
Florida
$2.43M -$634K -24,953 -21%
JWCA
132
J.W. Cole Advisors
Florida
$2.4M +$2.4M +94,220 New
ATC
133
Adirondack Trust Company
New York
$2.33M +$184K +7,244 +9%
LFASL
134
Lugano Financial Advisors SA (LFA)
Switzerland
$2.3M +$83.2K +3,297 +4%
UCFA
135
United Capital Financial Advisors
Texas
$2.29M +$135K +5,312 +6%
Jones Financial Companies
136
Jones Financial Companies
Missouri
$2.08M +$454K +17,878 +28%
ACM
137
Arcataur Capital Management
Wisconsin
$2.05M +$66K +2,595 +3%
RPC
138
Rossmore Private Capital
Connecticut
$2.02M +$751K +29,541 +59%
HIA
139
Harbor Investment Advisory
Maryland
$2.01M +$949K +37,345 +89%
CTA
140
Chesley Taft & Associates
Illinois
$2.01M +$147K +5,800 +8%
IW
141
Instrumental Wealth
Florida
$1.99M +$52.2K +2,067 +3%
CIA
142
Covington Investment Advisors
Pennsylvania
$1.98M +$272K +10,714 +16%
EWS
143
Evergreen Wealth Solutions
Pennsylvania
$1.95M -$138K -5,429 -7%
CWM
144
Cabot Wealth Management
Massachusetts
$1.88M +$48.6K +1,910 +3%
GWCM
145
Godshalk Welsh Capital Management
Pennsylvania
$1.87M +$407K +16,000 +28%
WMWM
146
Wilkins Miller Wealth Management
Alabama
$1.87M -$18.4K -723 -1%
CCM
147
Coldstream Capital Management
Washington
$1.86M -$141K -5,534 -7%
BlackRock
148
BlackRock
New York
$1.82M +$499K +19,624 +38%
CA
149
CGN Advisors
Kansas
$1.75M -$2.17M -85,241 -55%
MSWM
150
McGlone Suttner Wealth Management
Wisconsin
$1.73M +$214K +8,411 +14%
4 5
6
7 8