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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

364 hedge funds and large institutions have $2.29B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2025 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 213 increasing their positions, 60 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 60

133% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 15

4% more funds holding

Funds holding: 349 → 364 (+15)

0.59% more ownership

Funds ownership: 72.98% → 73.58% (+0.59%)

0% more funds holding in top 10

Funds holding in top 10: 21 → 21 (0)

9% less capital invested

Capital invested by funds: $2.53B → $2.29B (-$239M)

Holders
364
Holders Change
+15
Holders Change %
+4.3%
% of All Funds
4.88%
Holding in Top 10
21
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
35
Increased
213
Reduced
60
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
+$33.7M
2
KA
Klingman & Associates
New York
+$23.8M
3
HPC
HM Payson & Co
Maine
+$10.6M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$9.18M
5
WCP
Wick Capital Partners
Pennsylvania
+$7.07M

Top Sellers

1
SRC
Shufro Rose & Co
New York
-$81.7M
2
Corient Private Wealth
Corient Private Wealth
Florida
-$17.3M
3
PPWM
PFG Private Wealth Management
Florida
-$7.79M
4
Ameriprise
Ameriprise
Minnesota
-$6.91M
5
Citadel Advisors
Citadel Advisors
Florida
-$3.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
201
Harbor Investment Advisory
Maryland
$1.06M +$78.4K +3,258 +8%
MIH
202
Meitav Investment House
Israel
$1.05M -$144K -6,003 -12%
FNB
203
Farmers National Bank
Kentucky
$1.05M +$4.98K +207 +0.5%
BSSFA
204
Baron Silver Stevens Financial Advisors
Florida
$1.03M +$66.6K +2,771 +7%
BSAM
205
Blue Square Asset Management
New York
$1.02M +$3.22K +134 +0.3%
HS
206
Horan Securities
United States
$971K -$8.47K -352 -0.9%
RPC
207
Rossmore Private Capital
Connecticut
$955K +$950K +39,483 New
SRC
208
Shufro Rose & Co
New York
$893K -$81.7M -3,395,679 -99%
ATC
209
Adirondack Trust Company
New York
$886K +$63.3K +2,633 +8%
BCM
210
Brookstone Capital Management
Illinois
$855K +$39.4K +1,638 +5%
FIB
211
First Interstate Bank
Montana
$851K -$13.7K -569 -2%
HAC
212
Harbor Advisory Corp
New Hampshire
$847K – – –
TCCM
213
Timber Creek Capital Management
Massachusetts
$836K +$1.49K +62 +0.2%
PWA
214
Provenance Wealth Advisors
Florida
$833K -$123K -5,094 -13%
FNBTCON
215
First National Bank & Trust Co of Newtown
Pennsylvania
$822K +$818K +34,010 New
Bank of New York Mellon
216
Bank of New York Mellon
New York
$821K +$70.6K +2,936 +9%
OC
217
Oppenheimer & Co
New York
$819K +$58K +2,411 +8%
SFO
218
Stokes Family Office
Louisiana
$807K +$155K +6,434 +24%
1L
219
10Elms LLP
Oklahoma
$794K +$162K +6,750 +26%
AWM
220
Alterna Wealth Management
Texas
$786K +$285K +11,835 +57%
MIFH
221
Migdal Insurance & Financial Holdings
Israel
$775K +$365K +15,193 +90%
RFG
222
RFP Financial Group
Georgia
$774K +$770K +32,025 New
PFM
223
Phillips Financial Management
Indiana
$773K – – –
BFS
224
BridgePort Financial Solutions
Iowa
$772K – – –
PIM
225
Penobscot Investment Management
Massachusetts
$771K +$108K +4,500 +16%
7 8
9
10 11

IBDS Hedge Fund Activity: Q1 2025 in Review

364 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) for Q1 2025, worth a combined $2.29B — down 9.5% from $2.53B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new IBDS positions and 15 closed out — a net gain of 20 holders — while 213 added to existing stakes and 60 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $33.7M. The largest seller was Shufro Rose & Co, cutting an estimated $81.7M.

  • 364 institutional investors held iShares iBonds Dec 2027 Term Corporate ETF (IBDS) as of Q1 2025, up from 349 in Q4 2024.
  • Funds reported $2.29B of iShares iBonds Dec 2027 Term Corporate ETF stock for Q1 2025, down 9.5% quarter-over-quarter.
  • 35 funds opened new iShares iBonds Dec 2027 Term Corporate ETF positions in Q1 2025 and 15 closed out, a net change of +20 holders.
  • The largest iShares iBonds Dec 2027 Term Corporate ETF buyer in Q1 2025 was HighTower Advisors, an estimated $33.7M added.
  • The largest iShares iBonds Dec 2027 Term Corporate ETF seller in Q1 2025 was Shufro Rose & Co, an estimated $81.7M sold.

Based on aggregated 13F filings for Q1 2025.