IBDS icon

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

Top Sellers

1
WCP
Wick Capital Partners
Pennsylvania
$11.2M
2
UBS Group
UBS Group
Switzerland
$0
3
Lido Advisors
Lido Advisors
California
$75.9M
4
CIA
Capital Investment Advisors
Georgia
$32M
5
SCA
Snowden Capital Advisors
New York
$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RRA
151
Round Rock Advisors
Connecticut
$1.87M -$46K -1,897 -2%
HIA
152
Harbor Investment Advisory
Maryland
$1.86M +$800K +32,976 +75%
CP
153
Camelot Portfolios
Ohio
$1.86M -$125K -5,165 -6%
BlackRock
154
BlackRock
New York
$1.82M +$503K +20,737 +38%
CA
155
CGN Advisors
Kansas
$1.81M -$2.15M -88,661 -54%
NEPWA
156
New England Private Wealth Advisors
Massachusetts
$1.8M +$5.62K +232 +0.3%
PAG
157
Private Advisor Group
New Jersey
$1.78M +$165K +6,792 +10%
CCM
158
Coldstream Capital Management
Washington
$1.77M -$140K -5,766 -7%
FFIC
159
First Fiduciary Investment Counsel
Ohio
$1.75M +$14.3K +590 +0.8%
VWM
160
Valley Wealth Managers
New Jersey
$1.74M +$534 +22 +0%
PSIWM
161
Paradigm Strategies in Wealth Management
Minnesota
$1.65M -$36.7K -1,513 -2%
Rockefeller Capital Management
162
Rockefeller Capital Management
New York
$1.62M +$175K +7,216 +12%
RPC
163
Rossmore Private Capital
Connecticut
$1.58M +$618K +25,458 +64%
ACM
164
Arcataur Capital Management
Wisconsin
$1.56M +$67.8K +2,795 +5%
Jones Financial Companies
165
Jones Financial Companies
Missouri
$1.55M +$459K +18,932 +42%
WA
166
WealthTrust Axiom
Pennsylvania
$1.55M – – –
First Manhattan
167
First Manhattan
New York
$1.53M +$92.2K +3,800 +6%
AG
168
AlTi Global
New York
$1.53M – – –
GDP
169
Great Diamond Partners
Maine
$1.53M -$55.1K -2,271 -3%
JIR
170
James Investment Research
Ohio
$1.53M -$25.9K -1,068 -2%
SWM
171
Segment Wealth Management
Texas
$1.49M +$46.8K +1,930 +3%
CWM
172
Cabot Wealth Management
Massachusetts
$1.45M +$63.6K +2,621 +5%
RWM
173
Riverchase Wealth Management
Texas
$1.45M +$318K +13,119 +28%
KPWS
174
Kestra Private Wealth Services
Texas
$1.45M +$382K +15,735 +36%
BCI
175
Brinker Capital Investments
Pennsylvania
$1.44M +$46.1K +1,901 +3%
5 6
7
8 9