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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

Overview Fund Activity

364 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, 192 increasing their positions, 85 reducing their positions, and 16 closing their positions.

Holders
364
Holders Change
+2
Holders Change %
+0.55%
% of All Funds
4.89%
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
192
Reduced
85
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWANC
1
Laurel Wealth Advisors (North Carolina)
North Carolina
$153M
2
GRP
2
Global Retirement Partners
California
$12M
3
FIBOI
3
First International Bank of Israel
$10.3M
4
NG
4
Novem Group
New York
$16.8M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$68.3M

Top Sellers

1
WCP
1
Wick Capital Partners
Pennsylvania
$11.2M
2
UBS Group
2
UBS Group
Switzerland
$0
3
CIA
3
Capital Investment Advisors
Georgia
$32M
4
WC
4
Wolfstich Capital
Massachusetts
$0
5
WWM
5
WJ Wealth Management
Arizona
$5.74M
Name Market Value Shares Shares
Change 		Shares
Change %
WCG
176
Weaver Consulting Group
California
$1.43M 59,033 -4,785 -7%
BFG
177
Beacon Financial Group
Texas
$1.4M 57,802 +7,731 +15%
PCIA
178
Prime Capital Investment Advisors
Kansas
$1.39M 57,111 -42,924 -43%
CFS
179
Cannon Financial Strategists
Georgia
$1.38M 56,760 -7,677 -12%
Citadel Advisors
180
Citadel Advisors
Florida
$1.37M 56,409 +2,386 +4%
APW
181
Austin Private Wealth
Texas
$1.36M 56,142 +8,265 +17%
DC
182
Davenport & Co
Virginia
$1.36M 56,082 – –
GAM
183
Gould Asset Management
California
$1.35M 55,735 +2,895 +5%
IAN
184
Integrated Advisors Network
Texas
$1.35M 55,633 +250 +0.5%
RWP
185
Reliant Wealth Planning
Kentucky
$1.35M 55,604 +5,362 +11%
BC
186
Barrett & Company
Rhode Island
$1.26M 51,766 +68 +0.1%
OPOWM
187
One Plus One Wealth Management
Florida
$1.24M 50,981 +3,183 +7%
SPC
188
Sigma Planning Corp
Michigan
$1.22M 50,210 +2,742 +6%
EW
189
Element Wealth
Mississippi
$1.22M 50,170 -52 -0.1%
GI
190
GAMMA Investing
California
$1.2M 49,509 -140,390 -74%
ACS
191
Archford Capital Strategies
Illinois
$1.2M 49,315 -2,444 -5%
Jane Street
192
Jane Street
New York
$1.2M 49,270 +49,270 New
CSP
193
Cary Street Partners
Virginia
$1.17M 48,146 -1,018 -2%
MIM
194
MTM Investment Management
South Carolina
$1.16M 47,600 +26,055 +121%
CPRC
195
Consolidated Portfolio Review Corp
New York
$1.15M 47,517 +3,687 +8%
4WM
196
4J Wealth Management
Virginia
$1.15M 47,330 +2,794 +6%
RFN
197
Redwood Financial Network
Ohio
$1.14M 47,069 +653 +1%
BSSFA
198
Baron Silver Stevens Financial Advisors
Florida
$1.12M 46,336 +3,893 +9%
BL
199
Balentine LLC
Georgia
$1.11M 45,695 +440 +1%
PGAM
200
Princeton Global Asset Management
New Jersey
$1.11M 45,653 -809 -2%
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