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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

364 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, 192 increasing their positions, 85 reducing their positions, and 16 closing their positions.

Holders
364
Holders Change
+2
Holders Change %
+0.55%
% of All Funds
4.89%
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
192
Reduced
85
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWANC
1
Laurel Wealth Advisors (North Carolina)
North Carolina
$153M
2
GRP
2
Global Retirement Partners
California
$12M
3
FIBOI
3
First International Bank of Israel
$10.3M
4
NG
4
Novem Group
New York
$16.8M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$68.3M

Top Sellers

1
WCP
1
Wick Capital Partners
Pennsylvania
$11.2M
2
UBS Group
2
UBS Group
Switzerland
$0
3
CIA
3
Capital Investment Advisors
Georgia
$32M
4
WC
4
Wolfstich Capital
Massachusetts
$0
5
WWM
5
WJ Wealth Management
Arizona
$5.74M
Name Market Value Shares Shares
Change 		Shares
Change %
MGIA
126
Matthew Goff Investment Advisor
Texas
$3.01M 123,875 -4,091 -3%
FWMM
127
Foundation Wealth Management (Missouri)
Missouri
$2.99M 123,149 -1,589 -1%
SP
128
Stonebrook Private
Michigan
$2.95M 121,561 +1,921 +2%
Mariner
129
Mariner
Kansas
$2.8M 115,320 -3,444 -3%
FA
130
FF Advisors
California
$2.78M 114,694 +3,899 +4%
VA
131
Valmark Advisers
Ohio
– – – –
FCM
132
Fortis Capital Management
Washington
$2.7M 111,356 -8,234 -7%
IF
133
Ironwood Financial
Arizona
$2.67M 110,620 – –
LF
134
LifePlan Financial
Minnesota
$2.59M 106,728 -1,133 -1%
UCFA
135
United Capital Financial Advisors
Texas
$2.55M 105,096 +1,336 +1%
CPIA
136
Cornell Pochily Investment Advisors
New York
$2.53M 104,396 +15,527 +17%
MSRI
137
Michael S. Ryan Inc
New York
$2.53M 104,203 +1,773 +2%
ABC
138
Associated Banc-Corp
Wisconsin
$2.53M 104,064 +4,738 +5%
Corient Private Wealth
139
Corient Private Wealth
Florida
– – – –
FFG
140
Foundry Financial Group
New Hampshire
$2.34M 96,535 -5,054 -5%
CA
141
Clearstead Advisors
Ohio
$2.17M 89,545 -3,160 -3%
SMC
142
Smith, Moore & Co
Missouri
$2.14M 88,069 -2,891 -3%
CIA
143
Covington Investment Advisors
Pennsylvania
$2.08M 85,689 +2,189 +3%
GWCM
144
Godshalk Welsh Capital Management
Pennsylvania
$2.08M 85,500 +12,800 +18%
CTA
145
Chesley Taft & Associates
Illinois
$2.06M 84,674 +13,800 +19%
DWM
146
Drive Wealth Management
Utah
$1.99M 82,151 -1,780 -2%
MSWM
147
McGlone Suttner Wealth Management
Wisconsin
$1.96M 80,847 +12,522 +18%
FMWA
148
Forvis Mazars Wealth Advisors
Missouri
$1.95M 80,382 +13,368 +20%
SFA
149
Sequoia Financial Advisors
Ohio
$1.94M 80,005 +80,005 New
GHA
150
Granite Harbor Advisors
Texas
$1.92M 79,218 +27,902 +54%
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