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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.

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
1
HighTower Advisors
Illinois
$33.9M
2
KA
2
Klingman & Associates
New York
$24M
3
HPC
3
HM Payson & Co
Maine
$77.5M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$60.7M
5
WCP
5
Wick Capital Partners
Pennsylvania
$9.3M

Top Sellers

1
SRC
1
Shufro Rose & Co
New York
$893K
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$3.09M
3
PPWM
3
PFG Private Wealth Management
Florida
$7.42M
4
Ameriprise
4
Ameriprise
Minnesota
$30.6M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.31M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$194M 8,036,060 +255,229 +3%
CAI
2
Capital Advisors Inc
Oklahoma
$97.1M 4,014,148 +289,855 +8%
Morgan Stanley
3
Morgan Stanley
New York
$91.2M 3,771,198 +169,781 +5%
HPC
4
HM Payson & Co
Maine
$77.5M 3,203,508 +439,798 +16%
UBS Group
5
UBS Group
Switzerland
$69.1M 2,857,492 +168,059 +6%
Raymond James Financial
6
Raymond James Financial
Florida
$67.9M 2,809,312 +149,865 +6%
Lido Advisors
7
Lido Advisors
California
– – – –
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$60.7M 2,508,278 +381,612 +18%
ACA
9
Aptus Capital Advisors
Alabama
$58.6M 2,425,277 +269,181 +12%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$55.8M 2,307,322 +108,788 +5%
LPL Financial
11
LPL Financial
California
$51M 2,110,416 +231,266 +12%
CIA
12
Capital Investment Advisors
Georgia
$50.4M 2,083,268 +56,521 +3%
Wells Fargo
13
Wells Fargo
California
$44.6M 1,846,241 -10,221 -0.6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$35.7M 1,478,352 +234,644 +19%
WIC
15
Woodmont Investment Counsel
Tennessee
$34.6M 1,432,132 +75,536 +6%
HighTower Advisors
16
HighTower Advisors
Illinois
$33.9M 1,400,628 +1,400,628 New
GWA
17
Gratus Wealth Advisors
Virginia
$31M 1,281,919 +36,699 +3%
Ameriprise
18
Ameriprise
Minnesota
$30.6M 1,265,736 -287,480 -19%
SVWAG
19
Sound View Wealth Advisors Group
Georgia
$28M 1,159,837 +116,418 +11%
Truist Financial
20
Truist Financial
North Carolina
$27.9M 1,151,811 +27,806 +2%
SIC
21
Sigma Investment Counselors
Michigan
$27.3M 1,129,965 +30,872 +3%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$26.5M 1,094,509 +117,016 +12%
KCM
23
Kathmere Capital Management
Pennsylvania
$26.2M 1,083,382 +93,877 +9%
TCM
24
TABR Capital Management
California
$25M 1,032,442 +19,746 +2%
HCM
25
Howland Capital Management
Massachusetts
$24.3M 1,005,030 +38,850 +4%
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