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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.

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
1
HighTower Advisors
Illinois
$33.9M
2
KA
2
Klingman & Associates
New York
$24M
3
HPC
3
HM Payson & Co
Maine
$77.5M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$60.7M
5
WCP
5
Wick Capital Partners
Pennsylvania
$9.3M

Top Sellers

1
SRC
1
Shufro Rose & Co
New York
$893K
2
Lido Advisors
2
Lido Advisors
California
$66.5M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$3.09M
4
SCA
4
Snowden Capital Advisors
New York
$13.1M
5
PPWM
5
PFG Private Wealth Management
Florida
$7.42M
Name Market Value Shares Shares
Change 		Shares
Change %
KA
26
Klingman & Associates
New York
$24M 990,859 +990,859 New
RW
27
RVW Wealth
California
$23.4M 967,922 +11,878 +1%
VVP
28
Venture Visionary Partners
Ohio
$22.2M 920,054 +64,313 +8%
Stifel Financial
29
Stifel Financial
Missouri
$18.4M 759,758 +61,044 +9%
SSWG
30
Seven Springs Wealth Group
Tennessee
$17.7M 732,460 +71,425 +11%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$17.1M 705,786 +116,218 +20%
HCM
32
Hengehold Capital Management
Ohio
$16.4M 677,287 +90,112 +15%
SAM
33
Summit Asset Management
Tennessee
$16.3M 672,494 +14,007 +2%
MCM
34
MV Capital Management
Maryland
$16.1M 664,201 +68,884 +12%
NA
35
NewEdge Advisors
Louisiana
$15.6M 643,959 +3,814 +0.6%
US Bancorp
36
US Bancorp
Minnesota
$14.7M 607,996 +67,870 +13%
GT
37
Glenview Trust
Kentucky
$14.5M 598,941 +25,578 +4%
BEI
38
Benjamin Edwards Inc
Missouri
$14.3M 592,281 +70,998 +14%
AF
39
Arrow Financial
New York
$14M 578,531 -1,194 -0.2%
KAS
40
Kestra Advisory Services
Texas
$13.7M 565,964 +36,391 +7%
SCA
41
Snowden Capital Advisors
New York
– – – –
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$12.5M 518,918 +74,794 +17%
WWM
43
WJ Wealth Management
Arizona
$12.3M 506,813 +7,468 +1%
WCM
44
Windsor Capital Management
Arizona
$12.1M 499,581 +5,601 +1%
ST
45
Spinnaker Trust
Maine
$11M 455,474 +81,597 +22%
R
46
Rebalance
California
$10.8M 446,501 +87,992 +25%
MFIM
47
Mesirow Financial Investment Management
Illinois
$10.6M 438,174 +60,133 +16%
CTC
48
Central Trust Company
Missouri
$10.6M 437,701 +23,518 +6%
Renaissance Technologies
49
Renaissance Technologies
New York
$9.98M 412,900 +287,000 +228%
LWM
50
Lyell Wealth Management
California
$9.42M 389,449 +25,528 +7%
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