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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
$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 %
WFMPM
276
Woodley Farra Manion Portfolio Management
Indiana
$363K +$151K +6,263 +72%
CPWM
277
Cypress Point Wealth Management
Texas
$363K – – –
MFA
278
Mayflower Financial Advisors
Massachusetts
$361K +$157K +6,500 +77%
WJA
279
Willis Johnson & Associates
Texas
$340K – – –
MCA
280
Maryland Capital Advisors
Maryland
$339K +$191K +7,893 +129%
AM
281
Atwater Malick
Pennsylvania
$337K +$71.9K +2,973 +27%
GWM
282
Geneos Wealth Management
Colorado
$335K +$252K +10,440 +307%
Koshinski Asset Management
283
Koshinski Asset Management
Illinois
$328K – – –
HC
284
Hurley Capital
New York
$326K +$48 +2 +0%
FW
285
FullCircle Wealth
Texas
$324K +$54.9K +2,267 +20%
VFIC
286
Valley Forge Investment Consultants
Pennsylvania
$322K -$53.4K -2,208 -14%
DWM
287
Dakota Wealth Management
Florida
$318K – – –
DCM
288
Dudley Capital Management
Virginia
$318K – – –
GCA
289
Gradient Capital Advisors
California
$316K +$38.6K +1,596 +14%
ES
290
Eagle Strategies
New York
$314K +$104K +4,293 +49%
PTC
291
Private Trust Company
Ohio
$308K +$186K +7,695 +152%
IAIM
292
International Assets Investment Management
Florida
$299K -$45.3K -1,875 -13%
PS
293
Principal Securities
Iowa
$289K – – –
MWP
294
Meredith Wealth Planning
Illinois
$289K -$895 -37 -0.3%
UCB
295
United Community Bank
South Carolina
$286K +$286K +11,840 New
KFAA
296
Klaas Financial Asset Advisors
Illinois
$275K – – –
MC
297
Moors & Cabot
Massachusetts
$271K -$267K – –
HI
298
Harbour Investments
Wisconsin
$267K -$170K -7,035 -39%
CA
299
Calton & Associates
Florida
$261K +$261K +10,796 New
FAC
300
Financial Advisory Corporation
Michigan
$261K +$261K +10,780 New
10 11
12
13 14