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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
FAC
301
Financial Advisory Corporation
Michigan
$261K +$259K +10,780 New
CFG
302
Cornerstone Financial Group
Nebraska
$260K +$3.78K +157 +1%
CHA
303
Cooper/Haims Advisors
New York
$259K – – –
PHIC
304
Pine Haven Investment Counsel
Massachusetts
$259K +$33.7K +1,400 +15%
HFA
305
Highland Financial Advisors
New Jersey
$256K – – –
BAM
306
Belpointe Asset Management
Nevada
$253K +$3.01K +125 +1%
APP
307
Avantax Planning Partners
Iowa
$253K +$22.1K +919 +10%
HWM
308
Horizons Wealth Management
North Carolina
$247K +$38.2K +1,589 +18%
SC
309
Scotia Capital
Ontario, Canada
$244K – – –
MA
310
MKT Advisors
California
$244K -$15.5K -644 -6%
RSWM
311
Robertson Stephens Wealth Management
California
$237K – – –
YWM
312
Yoder Wealth Management
California
$230K – – –
TCOK
313
Trust Company of Kansas
Kansas
$226K +$224K +9,330 New
JLBC
314
J.L. Bainbridge & Co
Florida
$225K +$224K +9,301 New
MAG
315
M3 Advisory Group
Massachusetts
$221K – – –
GSB
316
Greenfield Savings Bank
Massachusetts
$219K -$3.63K -151 -2%
AA
317
Addison Advisors
Vermont
$217K +$1.92K +80 +0.9%
CWS
318
Cypress Wealth Services
California
$214K – – –
AWE
319
Avidian Wealth Enterprises
Texas
$214K +$213K +8,866 New
MWM
320
MinichMacGregor Wealth Management
New York
$209K +$208K +8,633 New
ECM
321
Exchange Capital Management
Michigan
$204K – – –
FHA
322
First Horizon Advisors
Tennessee
$203K – – –
AA
323
Alesco Advisors
New York
$202K – – –
TC
324
Trust Company
Kansas
$201K +$25.1K +1,043 +14%
BCV
325
Banque Cantonale Vaudoise
Switzerland
$200K +$199K +8,280 New
11 12
13
14 15

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.