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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
RBC
276
Romano Brothers & Co
Illinois
$433K +$431K +17,777 New
SWP
277
Summit Wealth Partners
Florida
$425K
SG
278
StoneX Group
New York
$416K +$52.9K +2,181 +15%
AA
279
Ancora Advisors
Ohio
$412K -$44.9K -1,852 -10%
RBC
280
Roble Belko & Company
Pennsylvania
$411K +$24.9K +1,026 +6%
PJSIMP
281
P.J. Schmidt Investment Management (PJS)
Wisconsin
$408K +$12.6K +521 +3%
NDSI
282
Newman Dignan & Sheerar Inc
Rhode Island
$397K +$73 +3 +0%
EAM
283
Empirical Asset Management
Massachusetts
$392K
MFA
284
Mayflower Financial Advisors
Massachusetts
$388K
FFA
285
Farther Finance Advisors
California
$387K +$159K +6,558 +70%
TCOK
286
Trust Company of Kansas
Kansas
$381K
MA
287
Mutual Advisors
Nebraska
$378K -$9.7K -400 -3%
EWS
288
Evergreen Wealth Solutions
Pennsylvania
$377K
MFWP
289
Mosaic Family Wealth Partners
Missouri
$368K -$318K -13,114 -46%
SQA
290
Simon Quick Advisors
New Jersey
$364K
FAC
291
Financial Advisory Corporation
Michigan
$362K +$94.8K +3,910 +36%
ES
292
Eagle Strategies
New York
$351K +$32.6K +1,345 +10%
WJA
293
Willis Johnson & Associates
Texas
$342K
MC
294
Moors & Cabot
Massachusetts
$335K
LNB
295
Ledyard National Bank
$334K +$333K +13,734 New
VFIC
296
Valley Forge Investment Consultants
Pennsylvania
$331K +$3.56K +147 +1%
CL
297
COWA LLC
Oklahoma
$327K -$282K -11,632 Closed
FW
298
FullCircle Wealth
Texas
$325K
GCA
299
Gradient Capital Advisors
California
$319K
HF
300
HRT Financial
New York
$312K -$41.5K -1,712 -12%

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.