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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
LF
126
LifePlan Financial
Minnesota
$2.6M -$30.4K -1,205 -1%
Mariner
127
Mariner
Kansas
$2.53M -$114K -4,536 -4%
MSRI
128
Michael S. Ryan Inc
New York
$2.52M +$95.6K +3,792 +4%
CCWA
129
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.49M +$259K +10,259 +12%
CPIA
130
Cornell Pochily Investment Advisors
New York
$2.49M +$675K +26,788 +38%
ABC
131
Associated Banc-Corp
Wisconsin
$2.45M +$135K +5,372 +6%
Corient Private Wealth
132
Corient Private Wealth
Florida
$2.43M -$629K -24,952 -21%
JWCA
133
J.W. Cole Advisors
Florida
$2.4M +$2.37M +94,220 New
ATC
134
Adirondack Trust Company
New York
$2.33M +$183K +7,244 +9%
LFASL
135
Lugano Financial Advisors SA (LFA)
Switzerland
$2.3M +$83.1K +3,297 +4%
UCFA
136
United Capital Financial Advisors
Texas
$2.29M +$134K +5,312 +6%
Jones Financial Companies
137
Jones Financial Companies
Missouri
$2.08M +$451K +17,878 +28%
ACM
138
Arcataur Capital Management
Wisconsin
$2.05M +$65.4K +2,595 +3%
RPC
139
Rossmore Private Capital
Connecticut
$2.02M +$744K +29,541 +59%
HIA
140
Harbor Investment Advisory
Maryland
$2.01M +$941K +37,345 +89%
CTA
141
Chesley Taft & Associates
Illinois
$2.01M +$146K +5,800 +8%
IW
142
Instrumental Wealth
Florida
$1.99M +$52.1K +2,067 +3%
CIA
143
Covington Investment Advisors
Pennsylvania
$1.98M +$270K +10,714 +16%
EWS
144
Evergreen Wealth Solutions
Pennsylvania
$1.95M -$137K -5,429 -7%
Osaic Holdings
145
Osaic Holdings
Arizona
$1.9M +$182K +7,208 +11%
CWM
146
Cabot Wealth Management
Massachusetts
$1.88M +$48.1K +1,910 +3%
GWCM
147
Godshalk Welsh Capital Management
Pennsylvania
$1.87M +$403K +16,000 +28%
WMWM
148
Wilkins Miller Wealth Management
Alabama
$1.87M -$18.2K -723 -1%
CCM
149
Coldstream Capital Management
Washington
$1.86M -$139K -5,534 -7%
BlackRock
150
BlackRock
New York
$1.82M +$495K +19,624 +38%

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.