Who Owns iShares iBonds Dec 2028 Term Corporate ETF (IBDT)?Hedge Fund & Institutional Holders

$25.27-0.01 (-0.06%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+12 / -6

Price History

$24.79$24.99$25.18$25.38$25.58Sep 24Jun 25Mar 26

IBDT — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BANK OF AMERICA CORP /DE/Increased+526K+$218.8B
MERCER GLOBAL ADVISORS INC /ADVIncreased+5.5M+$140.4B
Capital Investment Advisors, LLCNew Position+3.6M+$92.4B
CAPITAL ADVISORS INC/OKNew Position+3.3M+$84.1B
HM PAYSON & CONew Position+2.3M+$58.3B
WOODMONT INVESTMENT COUNSEL LLCNew Position+1.6M+$41.4B
MV CAPITAL MANAGEMENT, INC.New Position+1.4M+$36.3B
Gratus Wealth Advisors, LLCNew Position+1.3M+$33.1B
Klingman & Associates, LLCNew Position+1.3M+$32.2B
SIGMA INVESTMENT COUNSELORS INCNew Position+1.2M+$31.8B
Kathmere Capital Management, LLCNew Position+1.2M+$30.4B
HOWLAND CAPITAL MANAGEMENT LLCNew Position+1.2M+$30.3B
RVW Wealth, LLCNew Position+1.1M+$27.7B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+1.0M+$26.0B
UBS Group AGIncreased+783K+$19.8B

IBDT — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
ROYAL BANK OF CANADADecreased-724K-$20.7B
CONFLUENCE INVESTMENT MANAGEMENT LLCClosed Position-400K-$10.2B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-384K-$9.9B
Mesirow Financial Investment Management, Inc.Decreased-23K-$8.7B
Integrated Wealth Concepts LLCDecreased-19K-$6.0B
JPMORGAN CHASE & CODecreased-131K-$4.0B
RENAISSANCE TECHNOLOGIES LLCClosed Position-114K-$2.9B
Mariner, LLCDecreased-15K-$2.7B
Wick Capital Partners, LLCDecreased-87K-$2.2B
JANE STREET GROUP, LLCClosed Position-78K-$2.0B
Kovitz Investment Group Partners, LLCClosed Position-62K-$1.6B
Clearstead Advisors, LLCDecreased-118-$1.3B
Venture Visionary Partners LLCDecreased-14K-$1.2B
CITADEL ADVISORS LLCClosed Position-43K-$1.1B
Consolidated Portfolio Review CorpClosed Position-38K-$964.5M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MERCER GLOBAL ADVISORS INC /ADV8,819,963$225.0B342.98%Share
2Capital Investment Advisors, LLC3,631,034$92.4B1407.81%Share
3CAPITAL ADVISORS INC/OK3,303,535$84.1B1354.07%Share
4BANK OF AMERICA CORP /DE/3,323,410$84.0B6.11%Share
5BANK OF AMERICA CORP /DE/3,304,397$84.0B6.11%Share
6UBS Group AG3,034,009$77.2B12.52%Share
7HM PAYSON & CO2,025,092$51.5B726.97%Share
8RAYMOND JAMES FINANCIAL INC2,029,187$51.0B15.87%Share
9BANK OF AMERICA CORP /DE/2,037,441$51.0B3.71%Share
10WOODMONT INVESTMENT COUNSEL LLC1,626,267$41.4B2.59%Share
11AMERIPRISE FINANCIAL INC1,595,445$40.0B9.04%Share
12WELLS FARGO & COMPANY/MN1,586,832$40.0B7.28%Share
13Sound View Wealth Advisors Group, LLC1,446,008$36.8B2.47%Share
14SUMMITRY LLC1,391,684$35.4B1.48%Share
15Gratus Wealth Advisors, LLC1,301,414$33.1B4.59%Share
16Klingman & Associates, LLC1,266,855$32.2B1.56%Share
17SIGMA INVESTMENT COUNSELORS INC1,249,003$31.8B1.62%Share
18Kathmere Capital Management, LLC1,196,223$30.4B2.05%Share
19HOWLAND CAPITAL MANAGEMENT LLC1,190,517$30.3B1.15%Share
20ROYAL BANK OF CANADA1,152,964$29.0B4.72%Share
21RVW Wealth, LLC1,088,657$27.7B2.12%Share
22COMMONWEALTH EQUITY SERVICES, LLC1,025,685$26.0B34.66%Share
23Baltimore-Washington Financial Advisors, Inc.992,996$25.0B1.04%Share
24STIFEL FINANCIAL CORP957,713$24.0B21.59%Share
25RAYMOND JAMES FINANCIAL INC913,796$23.0B7.16%Share
26MV CAPITAL MANAGEMENT, INC.730,627$18.6B1.79%Share
27MV CAPITAL MANAGEMENT, INC.694,713$17.7B1.70%Share
28US BANCORP \DE\603,708$15.4B18.01%Share
29ARROW FINANCIAL CORP555,904$14.2B1.41%Share
30Glenview Trust Co529,768$13.0B200.59%Share
31Windsor Capital Management, LLC482,267$12.3B3.39%Share
32LYELL WEALTH MANAGEMENT, LP479,315$12.2B0.88%Share
33SPINNAKER TRUST489,263$12.0B0.64%Share
34Snowden Capital Advisors LLC505,287$12.0B0.31%Share
35CENTRAL TRUST Co461,168$11.7B229.97%Share
36NOVEM GROUP449,307$11.4B1.32%Share
37Stratos Wealth Partners, LTD.447,000$11.4B128.62%Share
38FIRST NATIONAL TRUST CO454,609$11.0B0.37%Share
39First International Bank of Israel Ltd.411,582$10.5B5.00%Share
40ARCADIA INVESTMENT ADVISORS LLC323,397$8.2B3.83%Share
41EIGHT 31 FINANCIAL, LLC321,261$8.2B4.48%Share
42PFG Private Wealth Management, LLC319,627$8.1B3.56%Share
43Atria Investments, Inc318,179$8.0B90.93%Share
44InvesTrust305,522$7.8B3.01%Share
45Parallel Advisors, LLC290,513$7.0B128.06%Share
46HM PAYSON & CO265,121$6.7B95.17%Share
47Praetorian Wealth Management, Inc.254,734$6.5B1.29%Share
48MCF Advisors LLC242,983$6.2B0.34%Share
49HAMEL ASSOCIATES, INC.242,188$6.2B1.86%Share
50MinichMacGregor Wealth Management, LLC237,418$6.0B1.09%Share

IBDT Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025402$1.9T+211
Q3 2025191$963.5B-140
Q2 2025331$1.6T-8
Q1 2025339$1.9T+74
Q4 2024265$21.3T+78
Q3 2024187$100.3T-2
Q2 2024189$48.6T+16
Q1 2024173$47.3T—

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As of Q4 2025, 50 institutional investors hold IBDT (iShares iBonds Dec 2028 Term Corporate ETF). The largest holder is MERCER GLOBAL ADVISORS INC /ADV with $225.0B in shares. This quarter, 12 institutions opened new positions and 6 closed their positions.

Frequently Asked Questions

How many hedge funds own IBDT?

As of Q4 2025, 50 institutional investors report holding IBDT (iShares iBonds Dec 2028 Term Corporate ETF) in their 13F filings.

Who is the largest institutional holder of IBDT?

The largest institutional holder of IBDT is MERCER GLOBAL ADVISORS INC /ADV with $225.0B in shares.

Is institutional ownership of IBDT increasing or decreasing?

This quarter, 12 institutions opened new positions in IBDT and 6 closed their positions.