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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
CA
151
CGN Advisors
Kansas
$1.75M -$2.15M -85,241 -55%
MSWM
152
McGlone Suttner Wealth Management
Wisconsin
$1.73M +$212K +8,411 +14%
RWP
153
Reliant Wealth Planning
Kentucky
$1.72M +$242K +9,609 +17%
MWM
154
Meridian Wealth Management
Kentucky
$1.7M +$381K +15,110 +29%
SWM
155
Segment Wealth Management
Texas
$1.69M +$60.6K +2,405 +4%
BFS
156
BridgePort Financial Solutions
Iowa
$1.68M -$31.5K -1,250 -2%
TWC
157
TD Waterhouse Canada
Ontario, Canada
$1.67M +$502K +19,922 +43%
FFG
158
Foundry Financial Group
New Hampshire
$1.61M -$132K -5,234 -8%
DWM
159
Drive Wealth Management
Utah
$1.59M -$35.3K -1,400 -2%
FWMM
160
Foundation Wealth Management (Missouri)
Missouri
$1.59M +$479 +19 +0%
FCM
161
Fortis Capital Management
Washington
$1.58M -$198K -7,856 -11%
Kovitz Investment Group Partners
162
Kovitz Investment Group Partners
Illinois
$1.56M -$161K -6,404 -9%
FFIC
163
First Fiduciary Investment Counsel
Ohio
$1.54M -$2.52K -100 -0.2%
DC
164
Davenport & Co
Virginia
$1.51M
CL
165
COWA LLC
Oklahoma
$1.49M +$469K +18,614 +47%
Rockefeller Capital Management
166
Rockefeller Capital Management
New York
$1.44M +$550K +21,820 +63%
BFG
167
Beacon Financial Group
Texas
$1.42M +$351K +13,909 +33%
CF
168
Cyr Financial
Illinois
$1.41M +$268K +10,632 +24%
ACM
169
Advance Capital Management
Michigan
$1.4M +$14.7K +585 +1%
MIH
170
Meitav Investment House
Israel
$1.4M -$70.1K -2,780 -5%
SMC
171
Smith, Moore & Co
Missouri
$1.34M -$59.2K -2,350 -4%
PAG
172
Private Advisor Group
New Jersey
$1.33M -$192K -7,622 -13%
RCA
173
Resonant Capital Advisors
Wisconsin
$1.33M +$180K +7,138 +16%
GCG
174
Gilbert Capital Group
Maine
$1.31M +$1.3M +51,715 New
SWM
175
Scissortail Wealth Management
Oklahoma
$1.3M -$3.65K -145 -0.3%

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.