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iShares iBonds Dec 2027 Term Corporate ETF

378 hedge funds and large institutions have $2.53B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 208 increasing their positions, 78 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 78

67% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 21

8% more capital invested

Capital invested by funds: $2.35B → $2.53B (+$181M)

2% more funds holding

Funds holding: 371378 (+7)

0.15% less ownership

Funds ownership: 70.73%70.58% (-0.15%)

24% less funds holding in top 10

Funds holding in top 10: 2116 (-5)

Holders
378
Holders Change
+7
Holders Change %
+1.89%
% of All Funds
4.96%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.21%
New
35
Increased
208
Reduced
78
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KHC
351
Koesten Hirschmann & Crabtree
Kansas
$126K
Fifth Third Bancorp
352
Fifth Third Bancorp
Ohio
$113K
GI
353
GAMMA Investing
California
$112K -$1.09M -44,915 -91%
CT
354
Coastline Trust
Rhode Island
$106K +$4.27K +176 +4%
FRA
355
Front Row Advisors
California
$102K +$72.8K +3,000 +250%
National Bank of Canada
356
National Bank of Canada
Quebec, Canada
$96K -$60.3K -2,487 -39%
HWA
357
HHM Wealth Advisors
Tennessee
$91.3K
KOCAA
358
Knights of Columbus Asset Advisors
Connecticut
$89K
BOJHT
359
Bank of Jackson Hole Trust
Wyoming
$85.8K -$12.1K -498 -12%
ADL
360
Asset Dedication LLC
California
$79K +$776 +32 +1%
PB
361
Pinnacle Bancorp
Nebraska
$77.3K
WSFS
362
Wilmington Savings Fund Society
Delaware
$73K -$87.3K -3,600 -55%
Barclays
363
Barclays
United Kingdom
$66.5K
SS
364
Sunbelt Securities
Texas
$65.7K -$3.4K -140 -5%
BCM
365
Boreal Capital Management
Florida
$65.7K
ME
366
McIlrath & Eck
Washington
$61.7K +$679 +28 +1%
CIBC Private Wealth Group
367
CIBC Private Wealth Group
Georgia
$59.7K +$121 +5 +0.2%
TRCT
368
Tower Research Capital (TRC)
New York
$53.3K -$138K -5,685 -72%
PWA
369
Physician Wealth Advisors
Utah
$52.8K
BCWM
370
Bartlett & Co Wealth Management
Ohio
$48.7K
S
371
Sachetta
Massachusetts
$48.7K
BCCM
372
Black Cypress Capital Management
Florida
$48.7K +$48.5K +2,000 New
LB
373
Legacy Bridge
Iowa
$41.2K +$19.3K +795 +89%
SC
374
Stephens Consulting
Michigan
$37.2K +$388 +16 +1%
HWM
375
Hemington Wealth Management
Virginia
$32K

IBDS Hedge Fund Activity: Q3 2025 in Review

378 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) for Q3 2025, worth a combined $2.53B — up 7.7% from $2.35B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new IBDS positions and 21 closed out — a net gain of 14 holders — while 208 added to existing stakes and 78 trimmed.

The largest buyer was UBS Group, opening a new position worth an estimated $78.5M. The largest seller was Envestnet Asset Management, cutting an estimated $53.3M.

  • 378 institutional investors held iShares iBonds Dec 2027 Term Corporate ETF (IBDS) as of Q3 2025, up from 371 in Q2 2025.
  • Funds reported $2.53B of iShares iBonds Dec 2027 Term Corporate ETF stock for Q3 2025, up 7.7% quarter-over-quarter.
  • 35 funds opened new iShares iBonds Dec 2027 Term Corporate ETF positions in Q3 2025 and 21 closed out, a net change of +14 holders.
  • The largest iShares iBonds Dec 2027 Term Corporate ETF buyer in Q3 2025 was UBS Group, an estimated $78.5M added.
  • The largest iShares iBonds Dec 2027 Term Corporate ETF seller in Q3 2025 was Envestnet Asset Management, an estimated $53.3M sold.

Based on aggregated 13F filings for Q3 2025.