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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
Thrivent Financial for Lutherans
176
Thrivent Financial for Lutherans
Minnesota
$1.55M +$602K +24,821 +64%
AG
177
AlTi Global
New York
$1.55M
CWM
178
Cabot Wealth Management
Massachusetts
$1.54M +$83.3K +3,434 +6%
ACM
179
Arcataur Capital Management
Wisconsin
$1.54M -$25.5K -1,052 -2%
IA
180
IFG Advisory
Georgia
$1.52M +$1.51M +62,388 New
WA
181
WealthTrust Axiom
Pennsylvania
$1.5M -$48.5K -2,000 -3%
SWM
182
Segment Wealth Management
Texas
$1.5M +$5.8K +239 +0.4%
JIR
183
James Investment Research
Ohio
$1.46M -$64.4K -2,656 -4%
APW
184
Austin Private Wealth
Texas
$1.45M +$87.1K +3,593 +6%
PCIA
185
Prime Capital Investment Advisors
Kansas
$1.45M +$55.2K +2,277 +4%
MBT
186
Montecito Bank & Trust
California
$1.44M +$1.44M +59,250 New
DC
187
Davenport & Co
Virginia
$1.42M +$50.1K +2,067 +4%
RWP
188
Reliant Wealth Planning
Kentucky
$1.4M +$45K +1,857 +3%
JWCA
189
J.W. Cole Advisors
Florida
$1.4M -$1.09M -44,898 Closed
CFS
190
Cannon Financial Strategists
Georgia
$1.4M +$13.8K +571 +1%
IAN
191
Integrated Advisors Network
Texas
$1.39M +$32.6K +1,346 +2%
GAM
192
Gould Asset Management
California
$1.39M +$29.7K +1,225 +2%
CA
193
CGN Advisors
Kansas
$1.38M -$429K -17,684 -24%
OPOWM
194
One Plus One Wealth Management
Florida
$1.31M +$64.3K +2,650 +5%
CSP
195
Cary Street Partners
Virginia
$1.3M +$125K +5,137 +11%
BC
196
Barrett & Company
Rhode Island
$1.26M +$1.65K +68 +0.1%
WCG
197
Weaver Consulting Group
California
$1.26M -$178K -7,352 -12%
EW
198
Element Wealth
Mississippi
$1.25M +$26.4K +1,088 +2%
ACS
199
Archford Capital Strategies
Illinois
$1.23M +$33K +1,359 +3%
CPRC
200
Consolidated Portfolio Review Corp
New York
$1.23M +$72.8K +3,003 +6%

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.