iShares iBonds Dec 2028 Term Corporate ETF
IBDT
424 hedge funds and large institutions have $2.84B invested in iShares iBonds Dec 2028 Term Corporate ETF in 2026 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 256 increasing their positions, 73 reducing their positions, and 21 closing their positions.
251% more repeat investments, than reductions
Existing positions increased: 256 | Existing positions reduced: 73
81% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 21
6% more funds holding in top 10
Funds holding in top 10: 17 → 18 (+1)
5% more capital invested
Capital invested by funds: $2.7B → $2.84B (+$139M)
3% more funds holding
Funds holding: 413 → 424 (+11)
2.09% less ownership
Funds ownership: 76.66% → 74.57% (-2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lido Advisors
Los Angeles,
California
|
+$52.3M |
| 2 |
TF
Threadgill Financial
Spring,
Texas
|
+$21.6M |
| 3 |
HPC
HM Payson & Co
Portland,
Maine
|
+$16.5M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$12.5M |
| 5 |
MFIM
Mesirow Financial Investment Management
Chicago,
Illinois
|
+$8.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
-$89.9M |
| 2 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
-$16.1M |
| 3 |
PA
Probity Advisors
Dallas,
Texas
|
-$4.15M |
| 4 |
AF
Align Financial
Hermantown,
Minnesota
|
-$2.97M |
| 5 |
KTM
Keeler Thomas Management
Orem,
Utah
|
-$1.92M |
IBDT Hedge Fund Activity: Q1 2026 in Review
424 of the 8,208 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2028 Term Corporate ETF (IBDT) for Q1 2026, worth a combined $2.84B — up 5.1% from $2.7B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new IBDT positions and 21 closed out — a net gain of 17 holders — while 256 added to existing stakes and 73 trimmed.
The largest buyer was Lido Advisors, adding an estimated $52.3M. The largest seller was Mercer Global Advisors, cutting an estimated $89.9M.
- 424 institutional investors held iShares iBonds Dec 2028 Term Corporate ETF (IBDT) as of Q1 2026, up from 413 in Q4 2025.
- Funds reported $2.84B of iShares iBonds Dec 2028 Term Corporate ETF stock for Q1 2026, up 5.1% quarter-over-quarter.
- 38 funds opened new iShares iBonds Dec 2028 Term Corporate ETF positions in Q1 2026 and 21 closed out, a net change of +17 holders.
- The largest iShares iBonds Dec 2028 Term Corporate ETF buyer in Q1 2026 was Lido Advisors, an estimated $52.3M added.
- The largest iShares iBonds Dec 2028 Term Corporate ETF seller in Q1 2026 was Mercer Global Advisors, an estimated $89.9M sold.
Based on aggregated 13F filings for Q1 2026.