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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 Holding Trade Value Shares
Change 		Shares
Change %
CFS
51
Commonwealth Financial Services
West Virginia
$9.35M -$17.8K -735 -0.2%
WCP
52
Wick Capital Partners
Pennsylvania
$9.3M +$7.11M +294,160 +326%
Creative Planning
53
Creative Planning
Kansas
$8.58M +$161K +6,662 +2%
BPA
54
Beacon Pointe Advisors
California
$8.52M +$578K +23,892 +7%
SG
55
Strid Group
Pennsylvania
$8.26M +$3.44M +142,378 +72%
PWS
56
Peloton Wealth Strategists
Indiana
$8.21M +$709K +29,340 +9%
I
57
InvesTrust
Oklahoma
$7.81M +$253K +10,450 +3%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$7.63M +$1.25M +51,492 +19%
AIA
59
Arcadia Investment Advisors
Idaho
$7.58M +$247K +10,211 +3%
WC
60
Wolfstich Capital
Massachusetts
$7.58M – – –
NG
61
Novem Group
New York
$7.47M +$4.06M +167,728 +119%
PPWM
62
PFG Private Wealth Management
Florida
$7.42M -$7.83M -323,724 -51%
NG
63
Northstar Group
New York
$6.97M -$4.71M – –
IA
64
IFP Advisors
Florida
$6.95M +$828K +34,229 +14%
PA
65
Probity Advisors
Texas
$6.79M -$1.27M -52,516 -16%
MA
66
MCF Advisors
Kentucky
$6.57M +$1M +41,530 +18%
KTM
67
Keeler Thomas Management
Utah
$6.43M -$1.86M -77,090 -22%
HA
68
Hamel Associates
New Jersey
$6.38M -$1.81M -74,937 -22%
FNT
69
First National Trust
Pennsylvania
$6.34M +$1.03M +42,749 +19%
SCM
70
Spreng Capital Management
Ohio
$6.29M -$5.98M – –
SWMG
71
Signature Wealth Management Group
Georgia
$6.21M +$21.9K +906 +0.4%
SIA
72
Summit Investment Advisors
Maryland
$6.09M +$235K +9,732 +4%
SSB
73
Sandy Spring Bank
Maryland
$6.03M +$253K +10,457 +4%
SWP
74
Stratos Wealth Partners
Ohio
$6.03M -$6.1M – –
E3F
75
Eight 31 Financial
Texas
$5.99M +$5.99M +247,804 New
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3
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