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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

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: 371 → 378 (+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: 21 → 16 (-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
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$78.5M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$25.3M
3
LPL Financial
LPL Financial
California
+$18.4M
4
WCP
Wick Capital Partners
Pennsylvania
+$13.6M
5
VBFG
Vishria Bird Financial Group
Tennessee
+$9.91M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$53.3M
2
SSWG
Seven Springs Wealth Group
Tennessee
-$19.6M
3
PPWM
PFG Private Wealth Management
Florida
-$7.6M
4
NG
Novem Group
New York
-$7.41M
5
KTM
Keeler Thomas Management
Utah
-$5.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
251
Bank of Montreal
Ontario, Canada
$577K -$29.6K -1,221 -5%
HC
252
Hurley Capital
New York
$573K +$159K +6,536 +38%
SRC
253
Shufro Rose & Co
New York
$571K -$104K -4,304 -15%
DSC
254
Duncker Streett & Co
Missouri
$571K -$34.9K -1,439 -6%
TWC
255
TD Waterhouse Canada
Ontario, Canada
$564K -$3.54K -146 -0.6%
MCM
256
Mattern Capital Management
Colorado
$555K +$6.55K +270 +1%
MML Investors Services
257
MML Investors Services
Massachusetts
$545K -$190K -7,831 -26%
WAS
258
Wealth Advisory Solutions
Indiana
$544K +$19.7K +812 +4%
Neuberger Berman Group
259
Neuberger Berman Group
New York
$544K – – –
SSWM
260
Smith Salley Wealth Management
North Carolina
$542K +$540K +22,278 New
AT
261
American Trust
Kentucky
$534K +$532K +21,953 New
1WM
262
1900 Wealth Management
Texas
$534K +$5.72K +236 +1%
MIH
263
Meitav Investment House
Israel
$532K -$54.3K -2,239 -9%
T
264
Tableaux
Massachusetts
$528K +$26.7K +1,103 +5%
BAM
265
Belpointe Asset Management
Nevada
$524K +$81K +3,341 +18%
PP
266
Prosperity Planning
Missouri
$517K – – –
KOMWMG
267
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$508K +$5.31K +219 +1%
SPIA
268
Steward Partners Investment Advisory
New York
$501K +$34.2K +1,412 +7%
AM
269
Atwater Malick
Pennsylvania
$475K +$90.1K +3,717 +24%
LF
270
Lee Financial
Texas
$473K – – –
DCM
271
Dudley Capital Management
Virginia
$470K +$94.6K +3,900 +25%
Koshinski Asset Management
272
Koshinski Asset Management
Illinois
$470K +$11.9K +492 +3%
BSG
273
Black Swift Group
Colorado
$470K +$468K +19,300 New
MOS
274
MGO One Seven
Ohio
$469K -$585K -24,117 Closed
SPWM
275
Straight Path Wealth Management
Michigan
$457K +$13.4K +553 +3%
9 10
11
12 13

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.