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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 %
VWM
151
Valley Wealth Managers
New Jersey
$1.73M -$42.8K -1,770 -2%
Focus Partners Wealth
152
Focus Partners Wealth
Massachusetts
$1.73M -$1.03M -42,892 Closed
FFIC
153
First Fiduciary Investment Counsel
Ohio
$1.73M +$32.8K +1,355 +2%
CTA
154
Chesley Taft & Associates
Illinois
$1.71M +$115K +4,770 +7%
PSIWM
155
Paradigm Strategies in Wealth Management
Minnesota
$1.68M -$17.3K -715 -1%
MSWM
156
McGlone Suttner Wealth Management
Wisconsin
$1.65M -$22.6K -935 -1%
FMWA
157
Forvis Mazars Wealth Advisors
Missouri
$1.62M +$349K +14,443 +27%
PAG
158
Private Advisor Group
New Jersey
$1.6M +$81.4K +3,367 +5%
GDP
159
Great Diamond Partners
Maine
$1.58M +$47.8K +1,976 +3%
CFS
160
Cannon Financial Strategists
Georgia
$1.56M +$11.4K +470 +0.7%
JIR
161
James Investment Research
Ohio
$1.55M +$427K +17,643 +38%
WCG
162
Weaver Consulting Group
California
$1.54M -$16.9K -698 -1%
WA
163
WealthTrust Axiom
Pennsylvania
$1.54M – – –
AG
164
AlTi Global
New York
$1.54M – – –
ACM
165
Arcataur Capital Management
Wisconsin
$1.49M +$110K +4,545 +8%
MML Investors Services
166
MML Investors Services
Massachusetts
$1.46M +$410K +16,971 +39%
Rockefeller Capital Management
167
Rockefeller Capital Management
New York
$1.44M +$410K +16,950 +40%
First Manhattan
168
First Manhattan
New York
$1.44M +$587K +24,260 +69%
SWM
169
Segment Wealth Management
Texas
$1.44M +$4.35K +180 +0.3%
BCI
170
Brinker Capital Investments
Pennsylvania
$1.39M +$268K +11,091 +24%
OPS
171
Orion Portfolio Solutions
Nebraska
$1.39M +$268K +11,091 +24%
CSIA
172
Conrad Siegel Investment Advisors
Pennsylvania
$1.39M +$116K +4,793 +9%
CWM
173
Cabot Wealth Management
Massachusetts
$1.39M +$71.4K +2,954 +5%
DC
174
Davenport & Co
Virginia
$1.36M +$1.36M +56,082 New
IAN
175
Integrated Advisors Network
Texas
$1.34M -$55.7K -2,302 -4%
5 6
7
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