Who Owns IBDT?
iShares iBonds Dec 2028 Term Corporate ETF — Institutional Ownership & 13F Holdings
$25.36
+0.03 (+0.10%)
Market Cap
$3.8B
Shares Outstanding
150,883,714
Institutional Holders
339
Total Inst. Value
$1.8B
% of Float Held
—
QoQ Holder Change
+167
Institutional data as of Q1 2025
New Positions
95
Closed Positions
20
Increased
166
Decreased
43
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $196.2M | 7,767,992 |
| 2 | GAMMA Investing LLC | $166.9M | 4,215,768 |
| 3 | MORGAN STANLEY | $94.5M | 3,740,878 |
| 4 | Capital Investment Advisors, LLC | $75.5M | 2,987,403 |
| 5 | MERCER GLOBAL ADVISORS INC /ADV | $59.8M | 2,361,388 |
| 6 | RAYMOND JAMES FINANCIAL INC | $58.1M | 2,299,055 |
| 7 | UBS Group AG | $53.8M | 2,129,591 |
| 8 | ROYAL BANK OF CANADA | $46.0M | 1,822,120 |
| 9 | WOODMONT INVESTMENT COUNSEL LLC | $41.4M | 1,638,539 |
| 10 | AMERIPRISE FINANCIAL INC | $39.3M | 1,555,428 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | +93K | $196.2M |
| GAMMA Investing LLC | +4.1M | $166.9M |
| MORGAN STANLEY | +191K | $94.5M |
| Capital Investment Advisors, LLC | +203K | $75.5M |
| MERCER GLOBAL ADVISORS INC /ADV | +384K | $59.8M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Corient Private Wealth LLC | -523K | $3K |
| Venture Visionary Partners LLC | -155K | $4.3M |
| HAMEL ASSOCIATES, INC. | -70K | $6.0M |
| Keeler Thomas Management LLC | -58K | $4.7M |
| OSAIC HOLDINGS, INC. | -42K | $1.7M |
Famous Fund Managers
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Frequently Asked Questions
How many institutional investors hold IBDT?
As of Q1 2025, 339 institutional investors report holding IBDT (iShares iBonds Dec 2028 Term Corporate ETF) in their 13F filings.
Which hedge fund owns the most IBDT?
The largest institutional holder of IBDT is BANK OF AMERICA CORP /DE/ with $196.2M in shares.
Are institutions buying or selling IBDT?
This quarter, 95 institutions opened new positions in IBDT and 20 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.