iShares iBonds Dec 2027 Term Corporate ETF
IBDS
368 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, 216 increasing their positions, 60 reducing their positions, and 15 closing their positions.
260% more repeat investments, than reductions
Existing positions increased: 216 | Existing positions reduced: 60
133% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 15
87% more capital inflows, than outflows
Capital inflows: $248M | Capital outflows: $133M
4% more funds holding
Funds holding: 353 → 368 (+15)
0.6% more ownership
Funds ownership: 73% → 73.6% (+0.6%)
0% more funds holding in top 10
Funds holding in top 10: 21 → 21 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$33.7M |
| 2 |
Klingman & Associates
New York
|
+$23.8M |
| 3 |
HM Payson & Co
Portland,
Maine
|
+$10.6M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$9.18M |
| 5 |
Wick Capital Partners
Wayne,
Pennsylvania
|
+$7.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Shufro Rose & Co
New York
|
-$81.7M |
| 2 |
Corient Private Wealth
Miami,
Florida
|
-$17.3M |
| 3 |
PFG Private Wealth Management
Lutz,
Florida
|
-$7.79M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$6.91M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$3.94M |
IBDS Hedge Fund Activity: Q1 2025 in Review
368 of the 7,486 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 — up 3.9% from $2.21B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new IBDS positions and 15 closed out — a net gain of 20 holders — while 216 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.
- 368 institutional investors held iShares iBonds Dec 2027 Term Corporate ETF (IBDS) as of Q1 2025, up from 353 in Q4 2024.
- Funds reported $2.29B of iShares iBonds Dec 2027 Term Corporate ETF stock for Q1 2025, up 3.9% 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.