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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 %
BlackRock
176
BlackRock
New York
$1.31M +$539K +22,300 +70%
Citadel Advisors
177
Citadel Advisors
Florida
$1.31M -$3.96M -163,623 -75%
GAM
178
Gould Asset Management
California
$1.28M -$1.93K -80 -0.2%
ACS
179
Archford Capital Strategies
Illinois
$1.25M -$21.5K -890 -2%
BC
180
Barrett & Company
Rhode Island
$1.25M +$17.5K +724 +1%
GHA
181
Granite Harbor Advisors
Texas
$1.24M -$267K -11,055 -18%
MBT
182
Montecito Bank & Trust
California
$1.23M +$57.2K +2,365 +5%
RWP
183
Reliant Wealth Planning
Kentucky
$1.21M +$3.7K +153 +0.3%
EW
184
Element Wealth
Mississippi
$1.21M -$33.6K -1,391 -3%
BFG
185
Beacon Financial Group
Texas
$1.21M +$34.5K +1,425 +3%
RFC
186
Regions Financial Corp
Alabama
$1.19M +$203K +8,407 +21%
CSP
187
Cary Street Partners
Virginia
$1.19M +$26.7K +1,105 +2%
APW
188
Austin Private Wealth
Texas
$1.16M +$69.3K +2,864 +6%
OPOWM
189
One Plus One Wealth Management
Florida
$1.16M +$575K +23,798 +99%
SPC
190
Sigma Planning Corp
Michigan
$1.15M +$1.15M +47,468 New
Comerica Bank
191
Comerica Bank
Texas
$1.14M -$895 -37 -0.1%
RWM
192
Riverchase Wealth Management
Texas
$1.13M +$373K +15,421 +49%
PGAM
193
Princeton Global Asset Management
New Jersey
$1.12M +$234K +9,663 +26%
RFN
194
Redwood Financial Network
Ohio
$1.12M +$16.7K +690 +2%
BL
195
Balentine LLC
Georgia
$1.09M +$134K +5,552 +14%
Jones Financial Companies
196
Jones Financial Companies
Missouri
$1.09M +$568K +23,481 +109%
4WM
197
4J Wealth Management
Virginia
$1.08M -$110K -4,551 -9%
KPWS
198
Kestra Private Wealth Services
Texas
$1.07M +$826K +34,152 +344%
CPRC
199
Consolidated Portfolio Review Corp
New York
$1.06M +$127K +5,263 +14%
HIA
200
Harbor Investment Advisory
Maryland
$1.06M +$78.8K +3,258 +8%
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