IBDS icon

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
$77.5M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$60.7M
5
WCP
Wick Capital Partners
Pennsylvania
$9.3M

Top Sellers

1
SRC
Shufro Rose & Co
New York
$893K
2
Lido Advisors
Lido Advisors
California
$66.5M
3
Corient Private Wealth
Corient Private Wealth
Florida
$3.09M
4
SCA
Snowden Capital Advisors
New York
$13.1M
5
PPWM
PFG Private Wealth Management
Florida
$7.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
1WM
251
1900 Wealth Management
Texas
$519K +$3.77K +156 +0.7%
WAS
252
Wealth Advisory Solutions
Indiana
$507K +$507K +20,976 New
TWC
253
TD Waterhouse Canada
Ontario, Canada
$502K +$424K +17,589 +548%
PP
254
Prosperity Planning
Missouri
$501K -$394K – –
Neuberger Berman Group
255
Neuberger Berman Group
New York
$496K – – –
BWM
256
BCS Wealth Management
Tennessee
$475K – – –
LF
257
Lee Financial
Texas
$470K +$470K +19,430 New
Bank of Montreal
258
Bank of Montreal
Ontario, Canada
$468K +$45.5K +1,880 +11%
AA
259
Ancora Advisors
Ohio
$454K +$48 +2 +0%
SPWM
260
Straight Path Wealth Management
Michigan
$440K -$65.4K -2,706 -13%
EWS
261
Evergreen Wealth Solutions
Pennsylvania
$434K +$121K +5,000 +39%
FFA
262
Farther Finance Advisors
California
$431K +$295K +12,237 +218%
SWP
263
Summit Wealth Partners
Florida
$422K -$5.1K -211 -1%
AAS
264
Avantax Advisory Services
Texas
$422K +$205K +8,498 +95%
NDSI
265
Newman Dignan & Sheerar Inc
Rhode Island
$420K +$40.6K +1,678 +11%
DWM
266
DecisionMap Wealth Management
Virginia
$418K +$119K +4,914 +40%
MA
267
Mutual Advisors
Nebraska
$403K -$5.03K -208 -1%
Thrivent Financial for Lutherans
268
Thrivent Financial for Lutherans
Minnesota
$394K -$849K -35,325 -68%
PJSIMP
269
P.J. Schmidt Investment Management (PJS)
Wisconsin
$393K – – –
EAM
270
Empirical Asset Management
Massachusetts
$390K – – –
T
271
Tableaux
Massachusetts
$388K +$388K +16,056 New
SG
272
StoneX Group
New York
$386K +$130K +5,367 +51%
RBC
273
Roble Belko & Company
Pennsylvania
$384K – – –
SPIA
274
Steward Partners Investment Advisory
New York
$381K +$30.3K +1,254 +9%
KOMWMG
275
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$379K +$57.7K +2,385 +18%
9 10
11
12 13