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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 %
OHWP
326
Oak Harbor Wealth Partners
North Carolina
$162K +$33.6K +1,391 +26%
National Bank of Canada
327
National Bank of Canada
Quebec, Canada
$162K +$15.9K +656 +11%
WSFS
328
Wilmington Savings Fund Society
Delaware
$160K – – –
BWL
329
Bogart Wealth LLC
Virginia
$136K -$19.9K -824 -13%
TCOV
330
Trust Company of Vermont
Vermont
$133K +$133K +5,492 New
KHC
331
Koesten Hirschmann & Crabtree
Kansas
$125K – – –
Fifth Third Bancorp
332
Fifth Third Bancorp
Ohio
$112K -$10.2K -423 -8%
PA
333
PSI Advisors
Florida
$106K – – –
HWA
334
HHM Wealth Advisors
Tennessee
$90.7K – – –
SS
335
Sunbelt Securities
Texas
$90.3K +$21.6K +895 +32%
KOCAA
336
Knights of Columbus Asset Advisors
Connecticut
$88.4K – – –
BA
337
Ballast Advisors
Minnesota
$85.3K +$55.2K +2,281 +183%
ADL
338
Asset Dedication LLC
California
$78.5K -$237K -9,783 -75%
WFA
339
Wells Financial Advisors
Massachusetts
$77.4K -$90.7K -3,750 -54%
BOJHT
340
Bank of Jackson Hole Trust
Wyoming
$73.7K +$31.2K +1,290 +73%
Barclays
341
Barclays
United Kingdom
$66K – – –
CIBC Private Wealth Group
342
CIBC Private Wealth Group
Georgia
$58.7K +$120 +5 +0.2%
PWA
343
Physician Wealth Advisors
Utah
$52.5K +$52.5K +2,170 New
PB
344
Pinnacle Bancorp
Nebraska
$51.6K – – –
FUBT
345
First United Bank & Trust
Maryland
$48.5K – – –
BCWM
346
Bartlett & Co Wealth Management
Ohio
$48.4K -$12.1K -500 -20%
S
347
Sachetta
Massachusetts
$48.4K – – –
AC
348
AlphaCore Capital
California
$48.1K +$48.1K +1,990 New
CT
349
Coastline Trust
Rhode Island
$45.8K – – –
S
350
SignatureFD
Georgia
$40.2K +$40.2K +1,661 New
12 13
14
15 16