We are live on ! Find out more
IBDS icon

iShares iBonds Dec 2027 Term Corporate ETF

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: 371378 (+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: 2116 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
WA
151
Wealthstar Advisors
Texas
$2.07M +$2.06M +84,942 New
CTA
152
Chesley Taft & Associates
Illinois
$2.04M -$17K -700 -0.8%
RPC
153
Rossmore Private Capital
Connecticut
$2.04M +$459K +18,948 +29%
MSWM
154
McGlone Suttner Wealth Management
Wisconsin
$2.02M +$55.4K +2,283 +3%
Corient Private Wealth
155
Corient Private Wealth
Florida
$2.02M -$405K -16,682 -17%
DWM
156
Drive Wealth Management
Utah
$1.99M -$10.5K -435 -0.5%
SFA
157
Sequoia Financial Advisors
Ohio
$1.95M
BlackRock
158
BlackRock
New York
$1.92M +$100K +4,138 +6%
RRA
159
Round Rock Advisors
Connecticut
$1.88M +$2.18K +90 +0.1%
RWM
160
Riverchase Wealth Management
Texas
$1.83M +$376K +15,522 +26%
CP
161
Camelot Portfolios
Ohio
$1.82M -$42.5K -1,752 -2%
NEPWA
162
New England Private Wealth Advisors
Massachusetts
$1.81M +$800 +33 +0%
PAG
163
Private Advisor Group
New Jersey
$1.81M +$29.1K +1,199 +2%
SFB
164
STAR Financial Bank
Indiana
$1.8M -$1.75M -72,368 -49%
CCM
165
Coldstream Capital Management
Washington
$1.8M +$19K +783 +1%
FMWA
166
Forvis Mazars Wealth Advisors
Missouri
$1.78M -$179K -7,392 -9%
AA
167
Addison Advisors
Vermont
$1.77M +$721K +29,730 +69%
BFG
168
Beacon Financial Group
Texas
$1.74M +$327K +13,499 +23%
FFIC
169
First Fiduciary Investment Counsel
Ohio
$1.71M -$40.9K -1,688 -2%
VWM
170
Valley Wealth Managers
New Jersey
$1.71M -$39K -1,608 -2%
SWP
171
Stratos Wealth Partners
Ohio
$1.65M
PSIWM
172
Paradigm Strategies in Wealth Management
Minnesota
$1.65M -$11.3K -467 -0.7%
KPWS
173
Kestra Private Wealth Services
Texas
$1.64M +$187K +7,725 +13%
MIM
174
MTM Investment Management
South Carolina
$1.64M +$479K +19,771 +42%
First Manhattan
175
First Manhattan
New York
$1.56M +$17.6K +725 +1%

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.