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iShares iBonds Dec 2028 Term Corporate ETF
IBDT

342 hedge funds and large institutions have $2.05B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 204 increasing their positions, 57 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 57

125% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 16

31% more funds holding in top 10

Funds holding in top 10: 13 → 17 (+4)

12% more capital invested

Capital invested by funds: $1.84B → $2.05B (+$212M)

5% more funds holding

Funds holding: 327 → 342 (+15)

0.32% less ownership

Funds ownership: 74.39% → 74.07% (-0.32%)

Holders
342
Holders Change
+15
Holders Change %
+4.59%
% of All Funds
4.59%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.23%
New
36
Increased
204
Reduced
57
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Lido Advisors
Lido Advisors
California
+$17.5M
2
Ameriprise
Ameriprise
Minnesota
+$11.8M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$9.62M
4
Citadel Advisors
Citadel Advisors
Florida
+$9.31M
5
SWP
Stratos Wealth Partners
Ohio
+$8.63M

Top Sellers

Rank Fund Capital Flow
1
Corient Private Wealth
Corient Private Wealth
Florida
-$13.1M
2
JWCA
J.W. Cole Advisors
Florida
-$2.54M
3
HA
Hamel Associates
New Jersey
-$1.75M
4
KTM
Keeler Thomas Management
Utah
-$1.46M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
RFG
201
RFP Financial Group
Georgia
$779K +$772K +30,823 New
PP
202
Prosperity Planning
Missouri
$768K – – –
BCM
203
Brookstone Capital Management
Illinois
$765K +$22.3K +890 +3%
NA
204
Nestegg Advisors
New York
$750K -$532K -21,218 -42%
LF
205
Lee Financial
Texas
$730K – – –
WCP
206
Wick Capital Partners
Pennsylvania
$702K +$696K +27,788 New
Fifth Third Bancorp
207
Fifth Third Bancorp
Ohio
$697K +$660K +26,344 +2,089%
JCM
208
Jacobi Capital Management
Pennsylvania
$694K +$86.3K +3,446 +14%
TFS
209
Thoroughbred Financial Services
Tennessee
$692K +$145K +5,797 +27%
Neuberger Berman Group
210
Neuberger Berman Group
New York
$690K – – –
AGP
211
Autumn Glory Partners
Texas
$677K +$50.1K +2,000 +8%
BBNB
212
Baker Boyer National Bank
Washington
$671K +$13K +520 +2%
DWT
213
Dorsey & Whitney Trust
South Dakota
$657K – – –
SWP
214
Summit Wealth Partners
Florida
$656K +$877 +35 +0.1%
4WM
215
4J Wealth Management
Virginia
$631K +$109K +4,340 +21%
SWM
216
Stockman Wealth Management
Montana
$625K +$71.3K +2,844 +13%
HPC
217
HM Payson & Co
Maine
$614K +$289K +11,539 +90%
Baird Financial Group
218
Baird Financial Group
Wisconsin
$607K -$4.03K -161 -0.7%
DSC
219
Duncker Streett & Co
Missouri
$603K – – –
BAM
220
Belpointe Asset Management
Nevada
$598K +$115K +4,574 +24%
GHA
221
Granite Harbor Advisors
Texas
$589K -$319K -12,712 -35%
SFO
222
Stokes Family Office
Louisiana
$567K +$29.3K +1,170 +5%
JBA
223
Johnson Bixby & Associates
Washington
$559K +$8.97K +358 +2%
RBC
224
Roble Belko & Company
Pennsylvania
$554K +$70.3K +2,806 +15%
MA
225
Mutual Advisors
Nebraska
$553K +$1.1K +44 +0.2%
7 8
9
10 11

IBDT Hedge Fund Activity: Q1 2025 in Review

342 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) for Q1 2025, worth a combined $2.05B — up 12% from $1.84B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new IBDT positions and 16 closed out — a net gain of 20 holders — while 204 added to existing stakes and 57 trimmed.

The largest buyer was Lido Advisors, adding an estimated $17.5M. The largest seller was Corient Private Wealth, cutting an estimated $13.1M.

  • 342 institutional investors held iShares iBonds Dec 2028 Term Corporate ETF (IBDT) as of Q1 2025, up from 327 in Q4 2024.
  • Funds reported $2.05B of iShares iBonds Dec 2028 Term Corporate ETF stock for Q1 2025, up 12% quarter-over-quarter.
  • 36 funds opened new iShares iBonds Dec 2028 Term Corporate ETF positions in Q1 2025 and 16 closed out, a net change of +20 holders.
  • The largest iShares iBonds Dec 2028 Term Corporate ETF buyer in Q1 2025 was Lido Advisors, an estimated $17.5M added.
  • The largest iShares iBonds Dec 2028 Term Corporate ETF seller in Q1 2025 was Corient Private Wealth, an estimated $13.1M sold.

Based on aggregated 13F filings for Q1 2025.