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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 %
WCG
176
Weaver Consulting Group
California
$1.43M -$116K -4,785 -7%
BFG
177
Beacon Financial Group
Texas
$1.4M +$188K +7,731 +15%
PCIA
178
Prime Capital Investment Advisors
Kansas
$1.39M -$1.04M -42,924 -43%
CFS
179
Cannon Financial Strategists
Georgia
$1.38M -$186K -7,677 -12%
Citadel Advisors
180
Citadel Advisors
Florida
$1.37M +$57.9K +2,386 +4%
APW
181
Austin Private Wealth
Texas
$1.36M +$201K +8,265 +17%
DC
182
Davenport & Co
Virginia
$1.36M – – –
GAM
183
Gould Asset Management
California
$1.35M +$70.3K +2,895 +5%
IAN
184
Integrated Advisors Network
Texas
$1.35M +$6.07K +250 +0.5%
RWP
185
Reliant Wealth Planning
Kentucky
$1.35M +$130K +5,362 +11%
BC
186
Barrett & Company
Rhode Island
$1.26M +$1.65K +68 +0.1%
OPOWM
187
One Plus One Wealth Management
Florida
$1.24M +$77.3K +3,183 +7%
SPC
188
Sigma Planning Corp
Michigan
$1.22M +$66.5K +2,742 +6%
EW
189
Element Wealth
Mississippi
$1.22M -$1.26K -52 -0.1%
GI
190
GAMMA Investing
California
$1.2M -$3.41M -140,390 -74%
ACS
191
Archford Capital Strategies
Illinois
$1.2M -$59.3K -2,444 -5%
Jane Street
192
Jane Street
New York
$1.2M +$1.2M +49,270 New
CSP
193
Cary Street Partners
Virginia
$1.17M -$24.7K -1,018 -2%
MIM
194
MTM Investment Management
South Carolina
$1.16M +$632K +26,055 +121%
CPRC
195
Consolidated Portfolio Review Corp
New York
$1.15M +$89.5K +3,687 +8%
4WM
196
4J Wealth Management
Virginia
$1.15M +$67.8K +2,794 +6%
RFN
197
Redwood Financial Network
Ohio
$1.14M +$15.8K +653 +1%
BSSFA
198
Baron Silver Stevens Financial Advisors
Florida
$1.12M +$94.5K +3,893 +9%
BL
199
Balentine LLC
Georgia
$1.11M +$10.7K +440 +1%
PGAM
200
Princeton Global Asset Management
New Jersey
$1.11M -$19.6K -809 -2%
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