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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
VWMG
101
Virginia Wealth Management Group
Virginia
$4.73M +$368K +15,160 +8%
MAS
102
Madden Advisory Services
Florida
$4.73M -$3.59M -147,994 Closed
KNW
103
Kesler Norman & Wride
Utah
$4.63M -$294K -12,125 -6%
GPA
104
Guidance Point Advisors
Massachusetts
$4.58M
HBT
105
Heartland Bank & Trust
Illinois
$4.54M +$868K +35,781 +24%
QFA
106
Quantum Financial Advisors
California
$4.5M +$660K +27,196 +17%
HW
107
Hancock Whitney
Mississippi
$4.46M +$205K +8,453 +5%
MWM
108
Modern Wealth Management
Kansas
$4.46M +$421K +17,343 +10%
JP Morgan Chase
109
JP Morgan Chase
New York
$4.33M +$900K +37,121 +26%
FBB
110
Fulton Breakefield Broenniman
Maryland
$4.31M +$329K +13,549 +8%
SFS
111
Sowell Financial Services
Arkansas
$4.29M +$265K +10,927 +7%
TF
112
TLWM Financial
Texas
$4.27M -$18.5K -761 -0.4%
CTWM
113
Cherry Tree Wealth Management
Minnesota
$4.18M -$36.1K -1,488 -0.9%
PFS
114
Prospera Financial Services
Texas
$4.02M +$4.01M +165,285 New
LWANC
115
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.89M +$182K +7,503 +5%
MGIA
116
Matthew Goff Investment Advisor
Texas
$3.74M +$725K +29,883 +24%
RF
117
Robbins Farley
New Hampshire
$3.63M +$505K +20,816 +16%
CCWA
118
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.54M +$195K +8,058 +6%
MA
119
MONECO Advisors
Connecticut
$3.5M +$91.4K +3,771 +3%
BFIM
120
Beese Fulmer Investment Management
Ohio
$3.47M +$126K +5,209 +4%
EPW
121
Evergreen Private Wealth
Colorado
$3.3M -$24.3K -1,003 -0.7%
MW
122
Members Wealth
Pennsylvania
$3.23M +$3.23M +133,058 New
PWP
123
Precedent Wealth Partners
Texas
$3.19M +$128K +5,267 +4%
CPIA
124
Cornell Pochily Investment Advisors
New York
$3.14M +$598K +24,647 +24%
WWM
125
WJ Wealth Management
Arizona
$3.11M -$2.64M -108,778 -46%

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.