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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

362 hedge funds and large institutions have $2.28B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2025 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 212 increasing their positions, 60 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
+14
Holders Change %
+4.02%
% of All Funds
4.92%
Holding in Top 10
21
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
35
Increased
212
Reduced
60
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
+$33.9M
2
KA
Klingman & Associates
New York
+$24M
3
HPC
HM Payson & Co
Maine
+$10.6M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$9.23M
5
WCP
Wick Capital Partners
Pennsylvania
+$7.11M

Top Sellers

1
SRC
Shufro Rose & Co
New York
-$82.1M
2
Lido Advisors
Lido Advisors
California
-$46.1M
3
Corient Private Wealth
Corient Private Wealth
Florida
-$17.2M
4
SCA
Snowden Capital Advisors
New York
-$12.5M
5
PPWM
PFG Private Wealth Management
Florida
-$7.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
226
Jacobi Capital Management
Pennsylvania
$763K +$107K +4,426 +16%
PNC Financial Services Group
227
PNC Financial Services Group
Pennsylvania
$759K +$736K +30,453 +3,257%
BONH
228
Bank of New Hampshire
New Hampshire
$755K -$20.6K -850 -3%
MW
229
Members Wealth
Pennsylvania
$748K +$3.36K +139 +0.5%
JBA
230
Johnson Bixby & Associates
Washington
$718K +$104K +4,309 +17%
BSG
231
Black Swift Group
Colorado
$716K +$122K +5,050 +21%
ASN
232
Advisory Services Network
Georgia
$661K +$89.9K +3,717 +16%
AGP
233
Autumn Glory Partners
Texas
$648K +$48.4K +2,000 +8%
DWT
234
Dorsey & Whitney Trust
South Dakota
$629K – – –
Baird Financial Group
235
Baird Financial Group
Wisconsin
$628K -$4.01K -166 -0.6%
RSWA
236
Robinson Smith Wealth Advisors
Maine
$619K – – –
WANY
237
Wealthspire Advisors (New York)
New York
$616K – – –
NB
238
Northwest Bancshares
Pennsylvania
$605K +$605K +25,024 New
DSC
239
Duncker Streett & Co
Missouri
$602K – – –
RWM
240
Ritholtz Wealth Management
New York
$594K -$34.2K -1,413 -5%
MFWP
241
Mosaic Family Wealth Partners
Missouri
$585K +$38.2K +1,580 +7%
Susquehanna International Group
242
Susquehanna International Group
Pennsylvania
$581K +$581K +24,008 New
TFS
243
Thoroughbred Financial Services
Tennessee
$573K +$31.8K +1,314 +6%
MOS
244
MGO One Seven
Ohio
$549K +$549K +22,711 New
DP
245
Dearborn Partners
Illinois
$543K -$6.02K -249 -1%
MCM
246
Mattern Capital Management
Colorado
$542K – – –
MF
247
Montis Financial
Massachusetts
$528K -$21.6K -892 -4%
PIMG
248
Patriot Investment Management Group
Tennessee
$521K +$20.2K +835 +4%
SWC
249
Spectrum Wealth Counsel
Indiana
$520K -$57.5K -2,377 -10%
MIM
250
MTM Investment Management
South Carolina
$519K +$519K +21,545 New
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