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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

365 hedge funds and large institutions have $2.41B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 193 increasing their positions, 85 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
Holders Change
+3
Holders Change %
+0.83%
% of All Funds
4.9%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.31%
New
29
Increased
193
Reduced
85
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWANC
1
Laurel Wealth Advisors (North Carolina)
North Carolina
$153M
2
NG
2
Novem Group
New York
$16.8M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$68.3M
4
EWA
4
EP Wealth Advisors
California
$9.5M
5
Raymond James Financial
5
Raymond James Financial
Florida
$74.6M

Top Sellers

1
WCP
1
Wick Capital Partners
Pennsylvania
$11.2M
2
UBS Group
2
UBS Group
Switzerland
$0
3
Lido Advisors
3
Lido Advisors
California
$75.9M
4
CIA
4
Capital Investment Advisors
Georgia
$32M
5
SCA
5
Snowden Capital Advisors
New York
$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIBOI
51
First International Bank of Israel
$10.3M +$10.3M +423,549 New
LWM
52
Lyell Wealth Management
California
$9.93M +$483K +19,901 +5%
CFS
53
Commonwealth Financial Services
West Virginia
$9.53M +$151K +6,234 +2%
EWA
54
EP Wealth Advisors
California
$9.5M +$6.48M +267,046 +215%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$9.18M +$1.52M +62,482 +20%
Renaissance Technologies
56
Renaissance Technologies
New York
$8.86M -$1.17M -48,046 -12%
BPA
57
Beacon Pointe Advisors
California
$8.76M +$204K +8,385 +2%
Creative Planning
58
Creative Planning
Kansas
$8.59M -$28.8K -1,186 -0.3%
NG
59
Northstar Group
New York
$8.53M -$6.97M – –
PWS
60
Peloton Wealth Strategists
Indiana
$8.24M -$2.43K -100 -0%
I
61
InvesTrust
Oklahoma
$7.84M -$243 -10 -0%
AIA
62
Arcadia Investment Advisors
Idaho
$7.63M +$16.6K +686 +0.2%
PPWM
63
PFG Private Wealth Management
Florida
$7.6M +$146K +6,021 +2%
IA
64
IFP Advisors
Florida
$7.37M +$396K +16,335 +6%
FNT
65
First National Trust
Pennsylvania
$7.05M +$686K +28,267 +11%
SCM
66
Spreng Capital Management
Ohio
$6.62M -$6.29M – –
MA
67
MCF Advisors
Kentucky
$6.56M -$31.1K -1,282 -0.5%
SIA
68
Summit Investment Advisors
Maryland
$6.36M +$240K +9,909 +4%
SWMG
69
Signature Wealth Management Group
Georgia
$6.33M +$104K +4,272 +2%
SIAS
70
Summit Investment Advisory Services
Minnesota
$6.31M +$6.31M +260,076 New
HA
71
Hamel Associates
New Jersey
$6.24M -$170K -6,990 -3%
E3F
72
Eight 31 Financial
Texas
$6.17M +$158K +6,521 +3%
AUB
73
Atlantic Union Bankshares
Virginia
$6.17M +$6.17M +254,312 New
PA
74
Parallel Advisors
California
$5.83M +$490K +20,182 +9%
PWM
75
Praetorian Wealth Management
California
$5.81M +$179K +7,355 +3%
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3
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