iShares iBonds Dec 2027 Term Corporate ETF
IBDS
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.
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: 371 → 378 (+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: 21 → 16 (-5)
Top Buyers
| 1 |
UBS Group
Zurich,
Switzerland
|
+$78.5M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$25.3M |
| 3 |
LPL Financial
San Diego,
California
|
+$18.4M |
| 4 |
WCP
Wick Capital Partners
Wayne,
Pennsylvania
|
+$13.6M |
| 5 |
VBFG
Vishria Bird Financial Group
Memphis,
Tennessee
|
+$9.91M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCI
401
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | -$1.44M | -59,534 | Closed |
|
|
SPC
402
Sigma Planning Corp
Ann Arbor,
Michigan
| – | -$1.22M | -50,210 | Closed |
|
403
Jane Street
New York
| – | -$1.2M | -49,270 | Closed |
|
|
OMC
404
Old Mission Capital
Chicago,
Illinois
| – | -$687K | -28,321 | Closed |
|
|
RFG
405
RFP Financial Group
Atlanta,
Georgia
| – | -$371K | -15,266 | Closed |
|
|
FTUS
406
Flow Traders U.S.
New York
| – | -$266K | -10,951 | Closed |
|
|
BF
407
BOK Financial
Tulsa,
Oklahoma
| – | -$50.8K | -2,093 | Closed |
|
|
AC
408
AlphaCore Capital
La Jolla,
California
| – | -$28K | -1,155 | Closed |
|
|
HCM
409
Hollencrest Capital Management
Newport Beach,
California
| – | -$26.6K | -1,095 | Closed |
|
|
CCMI
410
Creative Capital Management Investments
San Diego,
California
| – | -$9.63K | -397 | Closed |
|
|
CA
411
CoreCap Advisors
Southfield,
Michigan
| – | -$8.98K | -370 | Closed |
|
|
CFD
412
Creative Financial Designs
Kokomo,
Indiana
| – | -$1.94K | -80 | 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.