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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

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: 371 → 378 (+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: 21 → 16 (-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
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$78.5M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$25.3M
3
LPL Financial
LPL Financial
California
+$18.4M
4
WCP
Wick Capital Partners
Pennsylvania
+$13.6M
5
VBFG
Vishria Bird Financial Group
Tennessee
+$9.91M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$53.3M
2
SSWG
Seven Springs Wealth Group
Tennessee
-$19.6M
3
PPWM
PFG Private Wealth Management
Florida
-$7.6M
4
NG
Novem Group
New York
-$7.41M
5
KTM
Keeler Thomas Management
Utah
-$5.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
RFN
201
Redwood Financial Network
Ohio
$1.2M +$56.4K +2,327 +5%
PGAM
202
Princeton Global Asset Management
New Jersey
$1.2M +$85.6K +3,530 +8%
PFM
203
Phillips Financial Management
Indiana
$1.15M +$373K +15,398 +48%
FNB
204
Farmers National Bank
Kentucky
$1.13M +$54K +2,227 +5%
BSSFA
205
Baron Silver Stevens Financial Advisors
Florida
$1.13M +$1.21K +50 +0.1%
BL
206
Balentine LLC
Georgia
$1.12M +$10.6K +439 +1%
FCH
207
Freestone Capital Holdings
Washington
$1.12M – – –
EH
208
Equitable Holdings
New York
$1.12M +$1.11M +45,851 New
4WM
209
4J Wealth Management
Virginia
$1.11M -$43.9K -1,811 -4%
GCG
210
Gilbert Capital Group
Maine
$1.09M +$35.9K +1,482 +3%
AWAU
211
Alliance Wealth Advisors (Utah)
Utah
$1.04M +$1.04M +42,758 New
BSAM
212
Blue Square Asset Management
New York
$1.01M -$19.2K -792 -2%
ATC
213
Adirondack Trust Company
New York
$1.01M +$42K +1,730 +4%
Comerica Bank
214
Comerica Bank
Texas
$1M +$32.8K +1,353 +3%
RFC
215
Regions Financial Corp
Alabama
$990K +$58.5K +2,412 +6%
HW
216
HORAN Wealth
Ohio
$977K +$974K +40,153 New
HAC
217
Harbor Advisory Corp
New Hampshire
$914K +$60.6K +2,500 +7%
PNC Financial Services Group
218
PNC Financial Services Group
Pennsylvania
$898K +$133K +5,491 +17%
AWM
219
Alterna Wealth Management
Texas
$894K +$3.64K +150 +0.4%
1L
220
10Elms LLP
Oklahoma
$893K +$44.9K +1,850 +5%
TCCM
221
Timber Creek Capital Management
Massachusetts
$890K -$8.85K -365 -1%
Bank of New York Mellon
222
Bank of New York Mellon
New York
$878K +$111K +4,583 +15%
DAS
223
Diversify Advisory Services
Utah
$861K +$47.6K +1,962 +6%
FIB
224
First Interstate Bank
Montana
$857K – – –
MIFH
225
Migdal Insurance & Financial Holdings
Israel
$854K +$1.02K +42 +0.1%
7 8
9
10 11

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.