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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 %
MIH
201
Meitav Investment House
Israel
$1.05M -$145K -6,003 -12%
FNB
202
Farmers National Bank
Kentucky
$1.05M +$5.01K +207 +0.5%
BSSFA
203
Baron Silver Stevens Financial Advisors
Florida
$1.03M +$67K +2,771 +7%
BSAM
204
Blue Square Asset Management
New York
$1.02M +$3.24K +134 +0.3%
HS
205
Horan Securities
United States
$971K -$8.51K -352 -0.9%
RPC
206
Rossmore Private Capital
Connecticut
$955K +$955K +39,483 New
SRC
207
Shufro Rose & Co
New York
$893K -$82.1M -3,395,679 -99%
ATC
208
Adirondack Trust Company
New York
$886K +$63.7K +2,633 +8%
BCM
209
Brookstone Capital Management
Illinois
$855K +$39.6K +1,638 +5%
FIB
210
First Interstate Bank
Montana
$851K -$13.8K -569 -2%
HAC
211
Harbor Advisory Corp
New Hampshire
$847K – – –
TCCM
212
Timber Creek Capital Management
Massachusetts
$836K +$1.5K +62 +0.2%
PWA
213
Provenance Wealth Advisors
Florida
$833K -$123K -5,094 -13%
FNBTCON
214
First National Bank & Trust Co of Newtown
Pennsylvania
$822K +$822K +34,010 New
Bank of New York Mellon
215
Bank of New York Mellon
New York
$821K +$71K +2,936 +9%
OC
216
Oppenheimer & Co
New York
$819K +$58.3K +2,411 +8%
SFO
217
Stokes Family Office
Louisiana
$807K +$156K +6,434 +24%
1L
218
10Elms LLP
Oklahoma
$794K +$163K +6,750 +26%
AWM
219
Alterna Wealth Management
Texas
$786K +$286K +11,835 +57%
MIFH
220
Migdal Insurance & Financial Holdings
Israel
$775K +$367K +15,193 +90%
RFG
221
RFP Financial Group
Georgia
$774K +$774K +32,025 New
PFM
222
Phillips Financial Management
Indiana
$773K – – –
BFS
223
BridgePort Financial Solutions
Iowa
$772K – – –
PIM
224
Penobscot Investment Management
Massachusetts
$771K +$109K +4,500 +16%
DAS
225
Diversify Advisory Services
Utah
$766K +$6.32K +261 +0.8%
7 8
9
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