We are live on ! Find out more
IBDS icon

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
PA
76
Parallel Advisors
California
$6.13M +$289K +11,935 +5%
SWA
77
Sax Wealth Advisors
New Jersey
$6.05M +$601K +24,765 +11%
AUB
78
Atlantic Union Bankshares
Virginia
$6M -$191K -7,893 -3%
PWM
79
Praetorian Wealth Management
California
$5.97M +$144K +5,933 +2%
Cambridge Investment Research Advisors
80
Cambridge Investment Research Advisors
Iowa
$5.85M +$414K +17,081 +8%
MFG
81
Merit Financial Group
Georgia
$5.57M +$1.04M +42,996 +23%
LIA
82
LBMC Investment Advisors
Tennessee
$5.51M +$754K +31,096 +16%
KTM
83
Keeler Thomas Management
Utah
$5.46M -$5.47M -225,459 Closed
RCA
84
Resonant Capital Advisors
Wisconsin
$5.38M +$862K +35,556 +19%
IWC
85
Integrated Wealth Concepts
Massachusetts
$5.35M +$623K +25,708 +13%
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$5.33M -$922 -38 -0%
LIM
87
Leavell Investment Management
Alabama
$5.29M +$177K +7,293 +3%
PA
88
Probity Advisors
Texas
$5.24M -$399K -16,443 -7%
SCG
89
Sonata Capital Group
Washington
$5.22M -$15K -617 -0.3%
KF
90
Krilogy Financial
Missouri
$5.18M +$613K +25,297 +13%
DSA
91
Droms Strauss Advisors
Missouri
$5.14M +$491K +20,260 +11%
SWA
92
Sightline Wealth Advisors
Connecticut
$5.1M +$588K +24,246 +13%
MMA
93
Miracle Mile Advisors
California
$5.02M +$5M +206,059 New
AI
94
Atria Investments
North Carolina
$4.98M +$98K +4,042 +2%
Osaic Holdings
95
Osaic Holdings
Arizona
$4.98M +$284K +11,722 +6%
4FG
96
4Thought Financial Group
New York
$4.97M +$163K +6,713 +3%
Renaissance Technologies
97
Renaissance Technologies
New York
$4.9M -$3.96M -163,338 -45%
IF
98
Ironwood Financial
Arizona
$4.87M +$2.17M +89,347 +81%
LWL
99
Leo Wealth LLC
Texas
$4.83M -$41.8K -1,723 -0.9%
CBT
100
Crews Bank & Trust
Florida
$4.8M +$342K +14,105 +8%

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.