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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

364 hedge funds and large institutions have $2.29B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2025 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 213 increasing their positions, 60 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 60

133% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 15

4% more funds holding

Funds holding: 349 → 364 (+15)

0.59% more ownership

Funds ownership: 72.98% → 73.58% (+0.59%)

0% more funds holding in top 10

Funds holding in top 10: 21 → 21 (0)

9% less capital invested

Capital invested by funds: $2.53B → $2.29B (-$239M)

Holders
364
Holders Change
+15
Holders Change %
+4.3%
% of All Funds
4.88%
Holding in Top 10
21
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
35
Increased
213
Reduced
60
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$33.7M
2
KA
Klingman & Associates
New York
+$23.8M
3
HPC
HM Payson & Co
Maine
+$10.6M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$9.18M
5
WCP
Wick Capital Partners
Pennsylvania
+$7.07M

Top Sellers

Rank Fund Capital Flow
1
SRC
Shufro Rose & Co
New York
-$81.7M
2
Corient Private Wealth
Corient Private Wealth
Florida
-$17.3M
3
PPWM
PFG Private Wealth Management
Florida
-$7.79M
4
Ameriprise
Ameriprise
Minnesota
-$6.91M
5
Citadel Advisors
Citadel Advisors
Florida
-$3.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
251
MTM Investment Management
South Carolina
$519K +$518K +21,545 New
1WM
252
1900 Wealth Management
Texas
$519K +$3.75K +156 +0.7%
WAS
253
Wealth Advisory Solutions
Indiana
$507K +$504K +20,976 New
TWC
254
TD Waterhouse Canada
Ontario, Canada
$502K +$423K +17,589 +548%
PP
255
Prosperity Planning
Missouri
$501K – – –
Neuberger Berman Group
256
Neuberger Berman Group
New York
$496K – – –
BWM
257
BCS Wealth Management
Tennessee
$475K – – –
LF
258
Lee Financial
Texas
$470K +$467K +19,430 New
Bank of Montreal
259
Bank of Montreal
Ontario, Canada
$468K +$45.2K +1,880 +11%
AA
260
Ancora Advisors
Ohio
$454K +$48 +2 +0%
SPWM
261
Straight Path Wealth Management
Michigan
$440K -$65.1K -2,706 -13%
EWS
262
Evergreen Wealth Solutions
Pennsylvania
$434K +$120K +5,000 +39%
FFA
263
Farther Finance Advisors
California
$431K +$294K +12,237 +218%
SWP
264
Summit Wealth Partners
Florida
$422K -$5.08K -211 -1%
AAS
265
Avantax Advisory Services
Texas
$422K +$204K +8,498 +95%
NDSI
266
Newman Dignan & Sheerar Inc
Rhode Island
$420K +$40.4K +1,678 +11%
DWM
267
DecisionMap Wealth Management
Virginia
$418K +$118K +4,914 +40%
MA
268
Mutual Advisors
Nebraska
$403K -$5K -208 -1%
Thrivent Financial for Lutherans
269
Thrivent Financial for Lutherans
Minnesota
$394K -$850K -35,325 -68%
PJSIMP
270
P.J. Schmidt Investment Management (PJS)
Wisconsin
$393K – – –
EAM
271
Empirical Asset Management
Massachusetts
$390K – – –
T
272
Tableaux
Massachusetts
$388K +$386K +16,056 New
SG
273
StoneX Group
New York
$386K +$129K +5,367 +51%
RBC
274
Roble Belko & Company
Pennsylvania
$384K – – –
SPIA
275
Steward Partners Investment Advisory
New York
$381K +$30.2K +1,254 +9%
9 10
11
12 13

IBDS Hedge Fund Activity: Q1 2025 in Review

364 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) for Q1 2025, worth a combined $2.29B — down 9.5% from $2.53B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new IBDS positions and 15 closed out — a net gain of 20 holders — while 213 added to existing stakes and 60 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $33.7M. The largest seller was Shufro Rose & Co, cutting an estimated $81.7M.

  • 364 institutional investors held iShares iBonds Dec 2027 Term Corporate ETF (IBDS) as of Q1 2025, up from 349 in Q4 2024.
  • Funds reported $2.29B of iShares iBonds Dec 2027 Term Corporate ETF stock for Q1 2025, down 9.5% quarter-over-quarter.
  • 35 funds opened new iShares iBonds Dec 2027 Term Corporate ETF positions in Q1 2025 and 15 closed out, a net change of +20 holders.
  • The largest iShares iBonds Dec 2027 Term Corporate ETF buyer in Q1 2025 was HighTower Advisors, an estimated $33.7M added.
  • The largest iShares iBonds Dec 2027 Term Corporate ETF seller in Q1 2025 was Shufro Rose & Co, an estimated $81.7M sold.

Based on aggregated 13F filings for Q1 2025.