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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

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: 371 → 378 (+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: 21 → 16 (-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
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$78.5M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$25.3M
3
LPL Financial
LPL Financial
California
+$18.4M
4
WCP
Wick Capital Partners
Pennsylvania
+$13.6M
5
VBFG
Vishria Bird Financial Group
Tennessee
+$9.91M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$53.3M
2
SSWG
Seven Springs Wealth Group
Tennessee
-$19.6M
3
PPWM
PFG Private Wealth Management
Florida
-$7.6M
4
NG
Novem Group
New York
-$7.41M
5
KTM
Keeler Thomas Management
Utah
-$5.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
SP
126
Stonebrook Private
Michigan
$3.06M +$104K +4,290 +4%
JCM
127
Jacobi Capital Management
Pennsylvania
$3.05M +$2.24M +92,338 +281%
FA
128
FF Advisors
California
$3M +$212K +8,722 +8%
FWMM
129
Foundation Wealth Management (Missouri)
Missouri
$2.99M -$2.99M -123,149 Closed
Wealth Enhancement Advisory Services
130
Wealth Enhancement Advisory Services
Minnesota
$2.98M -$814K -33,580 -21%
UCFA
131
United Capital Financial Advisors
Texas
$2.98M +$422K +17,405 +17%
FCM
132
Fortis Capital Management
Washington
$2.81M +$102K +4,187 +4%
Jones Financial Companies
133
Jones Financial Companies
Missouri
$2.73M +$1.17M +48,208 +75%
VA
134
Valmark Advisers
Ohio
$2.73M – – –
ABC
135
Associated Banc-Corp
Wisconsin
$2.72M +$190K +7,833 +8%
LF
136
LifePlan Financial
Minnesota
$2.65M +$51.6K +2,127 +2%
Mariner
137
Mariner
Kansas
$2.62M -$190K -7,826 -7%
FFG
138
Foundry Financial Group
New Hampshire
$2.61M +$260K +10,718 +11%
MSRI
139
Michael S. Ryan Inc
New York
$2.57M +$38.2K +1,577 +2%
GDP
140
Great Diamond Partners
Maine
$2.53M +$990K +40,806 +65%
GWCM
141
Godshalk Welsh Capital Management
Pennsylvania
$2.48M +$394K +16,250 +19%
SMC
142
Smith, Moore & Co
Missouri
$2.44M +$295K +12,145 +14%
HFRG
143
Houlihan Financial Resource Group
Virginia
$2.4M -$2.89M -119,264 -55%
WI
144
WrapManager Inc
California
$2.33M -$1.13M -46,711 -33%
Citadel Advisors
145
Citadel Advisors
Florida
$2.23M +$852K +35,118 +62%
CA
146
Clearstead Advisors
Ohio
$2.18M -$2.98K -123 -0.1%
HIA
147
Harbor Investment Advisory
Maryland
$2.17M +$298K +12,309 +16%
PIM
148
Penobscot Investment Management
Massachusetts
$2.16M +$1.1M +45,420 +105%
CIA
149
Covington Investment Advisors
Pennsylvania
$2.16M +$69.6K +2,870 +3%
GHA
150
Granite Harbor Advisors
Texas
$2.08M +$150K +6,169 +8%
4 5
6
7 8

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.