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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 %
CFG
301
Cornerstone Financial Group
Nebraska
$260K +$3.78K +157 +1%
CHA
302
Cooper/Haims Advisors
New York
$259K – – –
PHIC
303
Pine Haven Investment Counsel
Massachusetts
$259K +$33.9K +1,400 +15%
HFA
304
Highland Financial Advisors
New Jersey
$256K – – –
BAM
305
Belpointe Asset Management
Nevada
$253K +$3.02K +125 +1%
APP
306
Avantax Planning Partners
Iowa
$253K +$22.2K +919 +10%
HWM
307
Horizons Wealth Management
North Carolina
$247K +$38.4K +1,589 +18%
SC
308
Scotia Capital
Ontario, Canada
$244K – – –
MA
309
MKT Advisors
California
$244K -$15.5K -644 -6%
RSWM
310
Robertson Stephens Wealth Management
California
$237K -$368K – –
YWM
311
Yoder Wealth Management
California
$230K – – –
TCOK
312
Trust Company of Kansas
Kansas
$226K +$226K +9,330 New
JLBC
313
J.L. Bainbridge & Co
Florida
$225K +$225K +9,301 New
MAG
314
M3 Advisory Group
Massachusetts
$221K – – –
GSB
315
Greenfield Savings Bank
Massachusetts
$219K -$3.65K -151 -2%
AA
316
Addison Advisors
Vermont
$217K +$1.93K +80 +0.9%
CWS
317
Cypress Wealth Services
California
$214K – – –
AWE
318
Avidian Wealth Enterprises
Texas
$214K +$214K +8,866 New
MWM
319
MinichMacGregor Wealth Management
New York
$209K +$209K +8,633 New
ECM
320
Exchange Capital Management
Michigan
$204K – – –
FHA
321
First Horizon Advisors
Tennessee
$203K – – –
AA
322
Alesco Advisors
New York
$202K – – –
TC
323
Trust Company
Kansas
$201K +$25.2K +1,043 +14%
BCV
324
Banque Cantonale Vaudoise
Switzerland
$200K +$200K +8,280 New
CFO
325
CVA Family Office
Colorado
$176K – – –
11 12
13
14 15