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
Bank of America
1
Bank of America
North Carolina
$199M +$1.2M +47,693 +0.6%
Morgan Stanley
2
Morgan Stanley
New York
$103M +$7.76M +307,887 +8%
CIA
3
Capital Investment Advisors
Georgia
$81.8M +$5.81M +230,479 +8%
CAI
4
Capital Advisors Inc
Oklahoma
$77.9M +$3.66M +145,066 +5%
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$66.9M +$6.66M +264,471 +11%
Raymond James Financial
6
Raymond James Financial
Florida
$64.6M +$6.07M +240,900 +10%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$59.1M +$2.76M +109,407 +5%
Lido Advisors
8
Lido Advisors
California
$53.7M +$6.09M +241,583 +13%
UBS Group
9
UBS Group
Switzerland
$52M -$2.13M -84,512 -4%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$48.5M +$2.2M +87,304 +5%
LPL Financial
11
LPL Financial
California
$44.8M -$1.54M -61,125 -3%
WIC
12
Woodmont Investment Counsel
Tennessee
$43.2M +$1.55M +61,535 +4%
Wells Fargo
13
Wells Fargo
California
$41.1M +$2.59M +102,773 +7%
Ameriprise
14
Ameriprise
Minnesota
$40.3M +$756K +30,001 +2%
HighTower Advisors
15
HighTower Advisors
Illinois
$35.9M +$1.23M +48,723 +4%
SL
16
Summitry LLC
California
$33.9M +$1.52M +60,228 +5%
HCM
17
Hengehold Capital Management
Ohio
$33.8M +$7.94M +315,158 +31%
GWA
18
Gratus Wealth Advisors
Virginia
$31.3M +$534K +21,202 +2%
SIC
19
Sigma Investment Counselors
Michigan
$29.3M +$702K +27,853 +2%
KA
20
Klingman & Associates
New York
$28.3M +$370K +14,685 +1%
SVWAG
21
Sound View Wealth Advisors Group
Georgia
$28M +$3.74M +148,478 +16%
KCM
22
Kathmere Capital Management
Pennsylvania
$27.2M +$1.04M +41,210 +4%
HCM
23
Howland Capital Management
Massachusetts
$25.9M +$1.55M +61,635 +6%
RW
24
RVW Wealth
California
$24.6M +$1.95M +77,283 +9%
Citadel Advisors
25
Citadel Advisors
Florida
$24.3M +$14.7M +584,601 +157%

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.