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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 %
SC
351
Stephens Consulting
Michigan
$36.2K +$266 +11 +0.7%
Fidelity Investments
352
Fidelity Investments
Massachusetts
$36K +$20.1K +830 +126%
HWM
353
Hemington Wealth Management
Virginia
$32K – – –
TRCT
354
Tower Research Capital (TRC)
New York
$30.1K +$30.1K +1,243 New
FRA
355
Front Row Advisors
California
$29K – – –
SVWA
356
Sarver Vrooman Wealth Advisors
Missouri
$27.7K +$27.7K +1,147 New
CIAS
357
Capital Investment Advisory Services
North Carolina
$26.2K – – –
SWM
358
Spire Wealth Management
Virginia
$25.2K +$25.2K +1,042 New
EB
359
Eastern Bank
Massachusetts
$24.5K – – –
M
360
MOTCO
Texas
$23.9K – – –
AssetMark Inc
361
AssetMark Inc
California
$21.1K – – –
AAG
362
Armstrong Advisory Group
Massachusetts
$20.5K – – –
LB
363
Legacy Bridge
Iowa
$20.2K +$15.8K +655 +360%
CT
364
Colonial Trust
South Carolina
$19.3K – – –
AF
365
Advisornet Financial
Minnesota
$18.8K +$145 +6 +0.8%
BTI
366
Blue Trust Inc
Georgia
$18.2K +$121 +5 +0.7%
CAM
367
Creekmur Asset Management
Illinois
$17K +$17K +705 New
BCPWM
368
Bradley & Co Private Wealth Management
Florida
$15.2K – – –
AWM
369
AE Wealth Management
Kansas
$10.2K – – –
YDMI
370
Y.D. More Investments
Israel
$9.19K +$9.19K +380 New
FPB
371
First PREMIER Bank
South Dakota
$8K – – –
HNB
372
Huntington National Bank
Ohio
$5.32K -$5.27K – –
PBK
373
Peoples Bank (Kansas)
Kansas
$4.84K – – –
CFD
374
Creative Financial Designs
Indiana
$1.93K – – –
KWM
375
Kiker Wealth Management
Georgia
$774 +$774 +32 New
12 13 14
15
16