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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

365 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, 193 increasing their positions, 85 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
Holders Change
+3
Holders Change %
+0.83%
% of All Funds
4.9%
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
193
Reduced
85
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWANC
1
Laurel Wealth Advisors (North Carolina)
North Carolina
$153M
2
NG
2
Novem Group
New York
$16.8M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$68.3M
4
EWA
4
EP Wealth Advisors
California
$9.5M
5
Raymond James Financial
5
Raymond James Financial
Florida
$74.6M

Top Sellers

1
WCP
1
Wick Capital Partners
Pennsylvania
$11.2M
2
UBS Group
2
UBS Group
Switzerland
$0
3
Lido Advisors
3
Lido Advisors
California
$75.9M
4
CIA
4
Capital Investment Advisors
Georgia
$32M
5
SCA
5
Snowden Capital Advisors
New York
$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MGIA
126
Matthew Goff Investment Advisor
Texas
$3.01M -$99.3K -4,091 -3%
FWMM
127
Foundation Wealth Management (Missouri)
Missouri
$2.99M -$38.6K -1,589 -1%
SP
128
Stonebrook Private
Michigan
$2.95M +$46.6K +1,921 +2%
Mariner
129
Mariner
Kansas
$2.8M -$83.6K -3,444 -3%
FA
130
FF Advisors
California
$2.78M +$94.6K +3,899 +4%
VA
131
Valmark Advisers
Ohio
$2.77M -$2.29M – –
FCM
132
Fortis Capital Management
Washington
$2.7M -$200K -8,234 -7%
IF
133
Ironwood Financial
Arizona
$2.67M – – –
LF
134
LifePlan Financial
Minnesota
$2.59M -$27.5K -1,133 -1%
UCFA
135
United Capital Financial Advisors
Texas
$2.55M +$32.4K +1,336 +1%
CPIA
136
Cornell Pochily Investment Advisors
New York
$2.53M +$377K +15,527 +17%
MSRI
137
Michael S. Ryan Inc
New York
$2.53M +$43K +1,773 +2%
ABC
138
Associated Banc-Corp
Wisconsin
$2.53M +$115K +4,738 +5%
Corient Private Wealth
139
Corient Private Wealth
Florida
$2.42M -$3.09M – –
FFG
140
Foundry Financial Group
New Hampshire
$2.34M -$123K -5,054 -5%
CA
141
Clearstead Advisors
Ohio
$2.17M -$76.7K -3,160 -3%
SMC
142
Smith, Moore & Co
Missouri
$2.14M -$70.2K -2,891 -3%
CIA
143
Covington Investment Advisors
Pennsylvania
$2.08M +$53.1K +2,189 +3%
GWCM
144
Godshalk Welsh Capital Management
Pennsylvania
$2.08M +$311K +12,800 +18%
CTA
145
Chesley Taft & Associates
Illinois
$2.06M +$335K +13,800 +19%
DWM
146
Drive Wealth Management
Utah
$1.99M -$43.2K -1,780 -2%
MSWM
147
McGlone Suttner Wealth Management
Wisconsin
$1.96M +$304K +12,522 +18%
FMWA
148
Forvis Mazars Wealth Advisors
Missouri
$1.95M +$324K +13,368 +20%
SFA
149
Sequoia Financial Advisors
Ohio
$1.94M +$1.94M +80,005 New
GHA
150
Granite Harbor Advisors
Texas
$1.92M +$677K +27,902 +54%
4 5
6
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