We are live on ! Find out more
IBDT icon

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
GI
176
GAMMA Investing
California
$1.28M -$2.94M -116,688 -70%
ACS
177
Archford Capital Strategies
Illinois
$1.27M -$59K -2,342 -4%
MAS
178
Madden Advisory Services
Florida
$1.27M +$322K +12,774 +34%
FNBTCON
179
First National Bank & Trust Co of Newtown
Pennsylvania
$1.26M
GHA
180
Granite Harbor Advisors
Texas
$1.25M +$655K +26,011 +112%
BSSFA
181
Baron Silver Stevens Financial Advisors
Florida
$1.24M +$345K +13,696 +39%
SPC
182
Sigma Planning Corp
Michigan
$1.23M +$44.8K +1,778 +4%
CA
183
Clearstead Advisors
Ohio
$1.23M +$58.5K +2,321 +5%
FMWA
184
Forvis Mazars Wealth Advisors
Missouri
$1.21M
VWM
185
Valley Wealth Managers
New Jersey
$1.21M +$227 +9 +0%
WCP
186
Wick Capital Partners
Pennsylvania
$1.19M -$555K -22,023 -79%
Focus Partners Wealth
187
Focus Partners Wealth
Massachusetts
$1.17M +$1.16M +46,186 New
1L
188
10Elms LLP
Oklahoma
$1.15M +$86.6K +3,435 +8%
PGAM
189
Princeton Global Asset Management
New Jersey
$1.15M +$12.7K +505 +1%
FNB
190
Farmers National Bank
Kentucky
$1.11M +$5.22K +207 +0.5%
HPC
191
HM Payson & Co
Maine
$1.08M +$455K +18,050 +74%
CSP
192
Cary Street Partners
Virginia
$1.07M +$62.9K +2,495 +6%
APW
193
Austin Private Wealth
Texas
$1.04M +$93.7K +3,719 +10%
WFMPM
194
Woodley Farra Manion Portfolio Management
Indiana
$1.02M +$723K +28,704 +250%
BSAM
195
Blue Square Asset Management
New York
$1.01M +$4.16K +165 +0.4%
AG
196
AlTi Global
New York
$1.01M
HS
197
Horan Securities
United States
$959K
PWA
198
Provenance Wealth Advisors
Florida
$940K -$64.8K -2,571 -6%
LHC
199
Little House Capital
Massachusetts
$930K -$9.95K -395 -1%
CPRC
200
Consolidated Portfolio Review Corp
New York
$904K +$67K +2,659 +8%

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.