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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 %
JWCA
201
J.W. Cole Advisors
Florida
$1.09M +$1.09M +44,898 New
FNB
202
Farmers National Bank
Kentucky
$1.07M +$20.6K +849 +2%
PIM
203
Penobscot Investment Management
Massachusetts
$1.05M +$275K +11,350 +36%
AA
204
Addison Advisors
Vermont
$1.04M +$820K +33,801 +376%
BSAM
205
Blue Square Asset Management
New York
$1.02M +$2.99K +123 +0.3%
HS
206
Horan Securities
United States
$974K -$49 -2 -0%
Comerica Bank
207
Comerica Bank
Texas
$968K -$172K -7,075 -15%
ATC
208
Adirondack Trust Company
New York
$962K +$72.7K +2,994 +8%
Thrivent Financial for Lutherans
209
Thrivent Financial for Lutherans
Minnesota
$942K +$544K +22,431 +137%
RFC
210
Regions Financial Corp
Alabama
$928K -$268K -11,055 -22%
TCCM
211
Timber Creek Capital Management
Massachusetts
$894K +$57.6K +2,377 +7%
AWM
212
Alterna Wealth Management
Texas
$888K +$99.1K +4,082 +13%
FIB
213
First Interstate Bank
Montana
$855K – – –
HAC
214
Harbor Advisory Corp
New Hampshire
$850K – – –
MIFH
215
Migdal Insurance & Financial Holdings
Israel
$850K +$72.3K +2,978 +9%
CPWM
216
Cypress Point Wealth Management
Texas
$849K +$485K +20,000 +133%
1L
217
10Elms LLP
Oklahoma
$845K +$48.7K +2,005 +6%
BCM
218
Brookstone Capital Management
Illinois
$844K -$13.4K -551 -2%
PWA
219
Provenance Wealth Advisors
Florida
$826K -$9.76K -402 -1%
FNBTCON
220
First National Bank & Trust Co of Newtown
Pennsylvania
$825K – – –
OC
221
Oppenheimer & Co
New York
$819K -$2.94K -121 -0.4%
DAS
222
Diversify Advisory Services
Utah
$814K +$47.3K +1,951 +6%
JCM
223
Jacobi Capital Management
Pennsylvania
$796K +$31K +1,277 +4%
ASN
224
Advisory Services Network
Georgia
$785K +$123K +5,086 +19%
BFS
225
BridgePort Financial Solutions
Iowa
$779K +$3.79K +156 +0.5%
7 8
9
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