We are live on ! Find out more
IBDS icon

iShares iBonds Dec 2027 Term Corporate ETF

378 hedge funds and large institutions have $2.53B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 208 increasing their positions, 78 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 78

67% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 21

8% more capital invested

Capital invested by funds: $2.35B → $2.53B (+$181M)

2% more funds holding

Funds holding: 371378 (+7)

0.15% less ownership

Funds ownership: 70.73%70.58% (-0.15%)

24% less funds holding in top 10

Funds holding in top 10: 2116 (-5)

Holders
378
Holders Change
+7
Holders Change %
+1.89%
% of All Funds
4.96%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.21%
New
35
Increased
208
Reduced
78
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPWM
226
Cypress Point Wealth Management
Texas
$852K
ASN
227
Advisory Services Network
Georgia
$841K +$51.1K +2,109 +7%
OC
228
Oppenheimer & Co
New York
$839K +$17.3K +714 +2%
JBA
229
Johnson Bixby & Associates
Washington
$831K +$53.4K +2,204 +7%
FFP
230
FourThought Financial Partners
Florida
$830K +$612K +25,247 +285%
FNBTCON
231
First National Bank & Trust Co of Newtown
Pennsylvania
$828K
WANY
232
Wealthspire Advisors (New York)
New York
$821K +$200K +8,254 +32%
Rockefeller Capital Management
233
Rockefeller Capital Management
New York
$821K -$803K -33,111 -50%
BCM
234
Brookstone Capital Management
Illinois
$811K -$35.6K -1,470 -4%
PWA
235
Provenance Wealth Advisors
Florida
$802K -$26.4K -1,089 -3%
BFS
236
BridgePort Financial Solutions
Iowa
$785K +$3.76K +155 +0.5%
NB
237
Northwest Bancshares
Pennsylvania
$777K +$127K +5,220 +20%
BONH
238
Bank of New Hampshire
New Hampshire
$769K +$4.85K +200 +0.6%
SFO
239
Stokes Family Office
Louisiana
$751K
CSIA
240
Conrad Siegel Investment Advisors
Pennsylvania
$735K +$7.35K +303 +1%
TC
241
TFR Capital
Texas
$709K +$320K +13,208 +83%
PIMG
242
Patriot Investment Management Group
Tennessee
$690K +$140K +5,780 +26%
AGP
243
Autumn Glory Partners
Texas
$669K +$23.1K +954 +4%
DWT
244
Dorsey & Whitney Trust
South Dakota
$633K
WFMPM
245
Woodley Farra Manion Portfolio Management
Indiana
$631K +$91.5K +3,774 +17%
DP
246
Dearborn Partners
Illinois
$617K +$34.3K +1,413 +6%
DWM
247
DecisionMap Wealth Management
Virginia
$614K +$44.7K +1,845 +8%
Baird Financial Group
248
Baird Financial Group
Wisconsin
$593K -$13.4K -553 -2%
TFS
249
Thoroughbred Financial Services
Tennessee
$588K +$1.63K +67 +0.3%
RSWA
250
Robinson Smith Wealth Advisors
Maine
$587K -$35.2K -1,450 -6%

IBDS Hedge Fund Activity: Q3 2025 in Review

378 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) for Q3 2025, worth a combined $2.53B — up 7.7% from $2.35B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new IBDS positions and 21 closed out — a net gain of 14 holders — while 208 added to existing stakes and 78 trimmed.

The largest buyer was UBS Group, opening a new position worth an estimated $78.5M. The largest seller was Envestnet Asset Management, cutting an estimated $53.3M.

  • 378 institutional investors held iShares iBonds Dec 2027 Term Corporate ETF (IBDS) as of Q3 2025, up from 371 in Q2 2025.
  • Funds reported $2.53B of iShares iBonds Dec 2027 Term Corporate ETF stock for Q3 2025, up 7.7% quarter-over-quarter.
  • 35 funds opened new iShares iBonds Dec 2027 Term Corporate ETF positions in Q3 2025 and 21 closed out, a net change of +14 holders.
  • The largest iShares iBonds Dec 2027 Term Corporate ETF buyer in Q3 2025 was UBS Group, an estimated $78.5M added.
  • The largest iShares iBonds Dec 2027 Term Corporate ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $53.3M sold.

Based on aggregated 13F filings for Q3 2025.