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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

362 hedge funds and large institutions have $2.28B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2025 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 212 increasing their positions, 60 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
+14
Holders Change %
+4.02%
% of All Funds
4.92%
Holding in Top 10
21
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
35
Increased
212
Reduced
60
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
$33.9M
2
KA
Klingman & Associates
New York
$24M
3
HPC
HM Payson & Co
Maine
$77.5M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$60.7M
5
WCP
Wick Capital Partners
Pennsylvania
$9.3M

Top Sellers

1
SRC
Shufro Rose & Co
New York
$893K
2
Lido Advisors
Lido Advisors
California
$66.5M
3
Corient Private Wealth
Corient Private Wealth
Florida
$3.09M
4
SCA
Snowden Capital Advisors
New York
$13.1M
5
PPWM
PFG Private Wealth Management
Florida
$7.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
126
Mariner
Kansas
$2.87M +$639K +26,433 +29%
CCWA
127
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.85M +$270K +11,171 +10%
PWP
128
Precedent Wealth Partners
Texas
$2.73M -$301K -12,468 -10%
IF
129
Ironwood Financial
Arizona
$2.67M +$395K +16,333 +17%
FA
130
FF Advisors
California
$2.67M +$98.6K +4,088 +4%
JPMorgan Chase & Co
131
JPMorgan Chase & Co
New York
$2.64M +$237K +9,781 +10%
LF
132
LifePlan Financial
Minnesota
$2.61M +$81.7K +3,380 +3%
MAS
133
Madden Advisory Services
Florida
$2.57M +$225K +9,304 +10%
UCFA
134
United Capital Financial Advisors
Texas
$2.51M +$273K +11,271 +12%
MSRI
135
Michael S. Ryan Inc
New York
$2.48M -$945K -39,102 -28%
FFG
136
Foundry Financial Group
New Hampshire
$2.46M +$208K +8,601 +9%
PCIA
137
Prime Capital Investment Advisors
Kansas
$2.42M +$1.04M +43,199 +76%
ABC
138
Associated Banc-Corp
Wisconsin
$2.4M +$69.4K +2,869 +3%
HBT
139
Heartland Bank & Trust
Illinois
$2.4M +$459K +19,000 +24%
VA
140
Valmark Advisers
Ohio
$2.29M -$1.68M – –
CA
141
Clearstead Advisors
Ohio
$2.24M -$216K -8,931 -9%
SMC
142
Smith, Moore & Co
Missouri
$2.2M -$55.6K -2,298 -2%
CPIA
143
Cornell Pochily Investment Advisors
New York
$2.15M +$695K +28,725 +48%
DWM
144
Drive Wealth Management
Utah
$2.03M +$2.03M +83,931 New
CIA
145
Covington Investment Advisors
Pennsylvania
$2.02M +$62.1K +2,570 +3%
CP
146
Camelot Portfolios
Ohio
$1.98M +$518K +21,413 +35%
RRA
147
Round Rock Advisors
Connecticut
$1.91M +$107K +4,411 +6%
CCM
148
Coldstream Capital Management
Washington
$1.91M +$269K +11,124 +16%
NEPWA
149
New England Private Wealth Advisors
Massachusetts
$1.79M +$594K +24,560 +50%
GWCM
150
Godshalk Welsh Capital Management
Pennsylvania
$1.76M +$339K +14,000 +24%
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