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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
HNW
376
High Note Wealth
Minnesota
$28.6K +$28.5K +1,176 New
SWM
377
Spire Wealth Management
Virginia
$25.4K
CAM
378
Creekmur Asset Management
Illinois
$25.2K
EB
379
Eastern Bank
Massachusetts
$24.7K
AssetMark Inc
380
AssetMark Inc
California
$24.6K -$1.46K -60 -6%
M
381
MOTCO
Texas
$24.1K
AAG
382
Armstrong Advisory Group
Massachusetts
$20.8K
HBW
383
Hazlett, Burt & Watson
West Virginia
$20K +$19.9K +819 New
CT
384
Colonial Trust
South Carolina
$19.5K
AF
385
Advisornet Financial
Minnesota
$19.4K +$218 +9 +1%
BTI
386
Blue Trust Inc
Georgia
$18.7K +$194 +8 +1%
NB
387
NBT Bank
New York
$18.3K +$18.2K +750 New
MWA
388
Medallion Wealth Advisors
Connecticut
$17.8K
BCPWM
389
Bradley & Co Private Wealth Management
Florida
$15.3K
CI
390
CX Institutional
Indiana
$14K +$13.7K +563 New
KA
391
Kozak & Associates
Colorado
$13.7K +$13.7K +563 New
AWM
392
AE Wealth Management
Kansas
$10.2K
AAS
393
Ameritas Advisory Services
Nebraska
$9.54K -$4.8K -198 -34%
FPB
394
First PREMIER Bank
South Dakota
$8K
FFA
395
Founders Financial Alliance
North Carolina
$5.67K +$5.65K +233 New
HNB
396
Huntington National Bank
Ohio
$5.36K
SWP
397
Strategic Wealth Partners
Ohio
$3.5K
SSWG
398
Seven Springs Wealth Group
Tennessee
-$19.6M -808,173 Closed
PPWM
399
PFG Private Wealth Management
Florida
-$7.6M -312,974 Closed
VFA
400
Valeo Financial Advisors
Indiana
-$127K -127,040 Closed

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.