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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
RFC
201
Regions Financial Corp
Alabama
$898K +$65.5K +2,598 +8%
Bank of New York Mellon
202
Bank of New York Mellon
New York
$896K +$35.6K +1,412 +4%
AWM
203
Alterna Wealth Management
Texas
$886K +$587K +23,281 +201%
MTWM
204
Masso Torrence Wealth Management
New Jersey
$813K
PP
205
Prosperity Planning
Missouri
$786K
BCM
206
Brookstone Capital Management
Illinois
$770K +$50 +2 +0%
OMC
207
Old Mission Capital
Illinois
$750K +$744K +29,521 New
LF
208
Lee Financial
Texas
$735K
JCM
209
Jacobi Capital Management
Pennsylvania
$730K +$30.6K +1,216 +4%
4WM
210
4J Wealth Management
Virginia
$717K +$81.9K +3,250 +13%
BAM
211
Belpointe Asset Management
Nevada
$707K +$104K +4,131 +17%
Fifth Third Bancorp
212
Fifth Third Bancorp
Ohio
$702K
AGP
213
Autumn Glory Partners
Texas
$682K +$781 +31 +0.1%
BBNB
214
Baker Boyer National Bank
Washington
$681K +$6.02K +239 +0.9%
Comerica Bank
215
Comerica Bank
Texas
$670K -$225K -8,931 -25%
SWP
216
Summit Wealth Partners
Florida
$662K +$1.34K +53 +0.2%
DWT
217
Dorsey & Whitney Trust
South Dakota
$661K
TFS
218
Thoroughbred Financial Services
Tennessee
$658K -$38.4K -1,524 -6%
MML Investors Services
219
MML Investors Services
Massachusetts
$639K +$97.1K +3,853 +18%
Neuberger Berman Group
220
Neuberger Berman Group
New York
$628K -$65.8K -2,610 -10%
SWM
221
Stockman Wealth Management
Montana
$623K -$5.9K -234 -0.9%
DSC
222
Duncker Streett & Co
Missouri
$606K
AWAU
223
Alliance Wealth Advisors (Utah)
Utah
$606K +$601K +23,831 New
Baird Financial Group
224
Baird Financial Group
Wisconsin
$589K -$21.9K -869 -4%
DWM
225
DecisionMap Wealth Management
Virginia
$573K +$147K +5,831 +35%

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.