We are live on ! Find out more
IBDS icon

iShares iBonds Dec 2027 Term Corporate ETF
IBDS

364 hedge funds and large institutions have $2.29B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2025 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 213 increasing their positions, 60 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 60

133% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 15

4% more funds holding

Funds holding: 349 → 364 (+15)

0.59% more ownership

Funds ownership: 72.98% → 73.58% (+0.59%)

0% more funds holding in top 10

Funds holding in top 10: 21 → 21 (0)

9% less capital invested

Capital invested by funds: $2.53B → $2.29B (-$239M)

Holders
364
Holders Change
+15
Holders Change %
+4.3%
% of All Funds
4.88%
Holding in Top 10
21
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
35
Increased
213
Reduced
60
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
+$33.7M
2
KA
Klingman & Associates
New York
+$23.8M
3
HPC
HM Payson & Co
Maine
+$10.6M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$9.18M
5
WCP
Wick Capital Partners
Pennsylvania
+$7.07M

Top Sellers

1
SRC
Shufro Rose & Co
New York
-$81.7M
2
Corient Private Wealth
Corient Private Wealth
Florida
-$17.3M
3
PPWM
PFG Private Wealth Management
Florida
-$7.79M
4
Ameriprise
Ameriprise
Minnesota
-$6.91M
5
Citadel Advisors
Citadel Advisors
Florida
-$3.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
126
Fortis Capital Management
Washington
$2.89M -$215K -8,952 -7%
Mariner
127
Mariner
Kansas
$2.87M +$636K +26,433 +29%
CCWA
128
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.85M +$269K +11,171 +10%
PWP
129
Precedent Wealth Partners
Texas
$2.73M -$300K -12,468 -10%
IF
130
Ironwood Financial
Arizona
$2.67M +$393K +16,333 +17%
FA
131
FF Advisors
California
$2.67M +$98.3K +4,088 +4%
JP Morgan Chase
132
JP Morgan Chase
New York
$2.64M +$235K +9,781 +10%
LF
133
LifePlan Financial
Minnesota
$2.61M +$81.3K +3,380 +3%
MAS
134
Madden Advisory Services
Florida
$2.57M +$224K +9,304 +10%
UCFA
135
United Capital Financial Advisors
Texas
$2.51M +$271K +11,271 +12%
MSRI
136
Michael S. Ryan Inc
New York
$2.48M -$940K -39,102 -28%
FFG
137
Foundry Financial Group
New Hampshire
$2.46M +$207K +8,601 +9%
PCIA
138
Prime Capital Investment Advisors
Kansas
$2.42M +$1.04M +43,199 +76%
ABC
139
Associated Banc-Corp
Wisconsin
$2.4M +$69K +2,869 +3%
HBT
140
Heartland Bank & Trust
Illinois
$2.4M +$457K +19,000 +24%
VA
141
Valmark Advisers
Ohio
$2.29M – – –
CA
142
Clearstead Advisors
Ohio
$2.24M -$215K -8,931 -9%
SMC
143
Smith, Moore & Co
Missouri
$2.2M -$55.3K -2,298 -2%
CPIA
144
Cornell Pochily Investment Advisors
New York
$2.15M +$691K +28,725 +48%
DWM
145
Drive Wealth Management
Utah
$2.03M +$2.02M +83,931 New
CIA
146
Covington Investment Advisors
Pennsylvania
$2.02M +$61.8K +2,570 +3%
CP
147
Camelot Portfolios
Ohio
$1.98M +$515K +21,413 +35%
RRA
148
Round Rock Advisors
Connecticut
$1.91M +$106K +4,411 +6%
CCM
149
Coldstream Capital Management
Washington
$1.91M +$268K +11,124 +16%
NEPWA
150
New England Private Wealth Advisors
Massachusetts
$1.79M +$591K +24,560 +50%
4 5
6
7 8

IBDS Hedge Fund Activity: Q1 2025 in Review

364 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) for Q1 2025, worth a combined $2.29B — down 9.5% from $2.53B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new IBDS positions and 15 closed out — a net gain of 20 holders — while 213 added to existing stakes and 60 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $33.7M. The largest seller was Shufro Rose & Co, cutting an estimated $81.7M.

  • 364 institutional investors held iShares iBonds Dec 2027 Term Corporate ETF (IBDS) as of Q1 2025, up from 349 in Q4 2024.
  • Funds reported $2.29B of iShares iBonds Dec 2027 Term Corporate ETF stock for Q1 2025, down 9.5% quarter-over-quarter.
  • 35 funds opened new iShares iBonds Dec 2027 Term Corporate ETF positions in Q1 2025 and 15 closed out, a net change of +20 holders.
  • The largest iShares iBonds Dec 2027 Term Corporate ETF buyer in Q1 2025 was HighTower Advisors, an estimated $33.7M added.
  • The largest iShares iBonds Dec 2027 Term Corporate ETF seller in Q1 2025 was Shufro Rose & Co, an estimated $81.7M sold.

Based on aggregated 13F filings for Q1 2025.