iShares iBonds Dec 2027 Term Corporate ETF
IBDS
371 hedge funds and large institutions have $2.35B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 196 increasing their positions, 85 reducing their positions, and 16 closing their positions.
131% more repeat investments, than reductions
Existing positions increased: 196 | Existing positions reduced: 85
94% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 16
2% more funds holding
Funds holding: 364 → 371 (+7)
2% more capital invested
Capital invested by funds: $2.29B → $2.35B (+$53.6M)
0% more funds holding in top 10
Funds holding in top 10: 21 → 21 (0)
2.85% less ownership
Funds ownership: 73.58% → 70.73% (-2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NG
Novem Group
Rochester,
New York
|
+$9.23M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$7.39M |
| 3 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$6.44M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$6.43M |
| 5 |
AUB
Atlantic Union Bankshares
Glen Allen,
Virginia
|
+$6.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$69.1M |
| 2 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
-$18.4M |
| 3 |
WCP
Wick Capital Partners
Wayne,
Pennsylvania
|
-$9.19M |
| 4 |
WC
Wolfstich Capital
Medfield,
Massachusetts
|
-$7.58M |
| 5 |
WWM
WJ Wealth Management
Glendale,
Arizona
|
-$6.52M |
IBDS Hedge Fund Activity: Q2 2025 in Review
371 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) for Q2 2025, worth a combined $2.35B — up 2.3% from $2.29B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new IBDS positions and 16 closed out — a net gain of 15 holders — while 196 added to existing stakes and 85 trimmed.
The largest buyer was Novem Group, adding an estimated $9.23M. The largest seller was UBS Group, exiting entirely with an estimated $69.1M sold.
- 371 institutional investors held iShares iBonds Dec 2027 Term Corporate ETF (IBDS) as of Q2 2025, up from 364 in Q1 2025.
- Funds reported $2.35B of iShares iBonds Dec 2027 Term Corporate ETF stock for Q2 2025, up 2.3% quarter-over-quarter.
- 31 funds opened new iShares iBonds Dec 2027 Term Corporate ETF positions in Q2 2025 and 16 closed out, a net change of +15 holders.
- The largest iShares iBonds Dec 2027 Term Corporate ETF buyer in Q2 2025 was Novem Group, an estimated $9.23M added.
- The largest iShares iBonds Dec 2027 Term Corporate ETF seller in Q2 2025 was UBS Group, an estimated $69.1M sold.
Based on aggregated 13F filings for Q2 2025.