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iShares iBonds Dec 2027 Term Corporate ETF

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: 349364 (+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: 2121 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$194M +$6.14M +255,229 +3%
CAI
2
Capital Advisors Inc
Oklahoma
$97.1M +$6.97M +289,855 +8%
Morgan Stanley
3
Morgan Stanley
New York
$91.2M +$4.08M +169,781 +5%
HPC
4
HM Payson & Co
Maine
$77.5M +$10.6M +439,798 +16%
UBS Group
5
UBS Group
Switzerland
$69.1M +$4.04M +168,059 +6%
Raymond James Financial
6
Raymond James Financial
Florida
$67.9M +$3.6M +149,865 +6%
Lido Advisors
7
Lido Advisors
California
$66.5M
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$60.7M +$9.18M +381,612 +18%
ACA
9
Aptus Capital Advisors
Alabama
$58.6M +$6.47M +269,181 +12%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$55.8M +$2.62M +108,788 +5%
LPL Financial
11
LPL Financial
California
$51M +$5.56M +231,266 +12%
CIA
12
Capital Investment Advisors
Georgia
$50.4M +$1.36M +56,521 +3%
Wells Fargo
13
Wells Fargo
California
$44.6M -$246K -10,221 -0.6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$35.7M +$5.64M +234,644 +19%
WIC
15
Woodmont Investment Counsel
Tennessee
$34.6M +$1.82M +75,536 +6%
HighTower Advisors
16
HighTower Advisors
Illinois
$33.9M +$33.7M +1,400,628 New
GWA
17
Gratus Wealth Advisors
Virginia
$31M +$883K +36,699 +3%
Ameriprise
18
Ameriprise
Minnesota
$30.6M -$6.91M -287,480 -19%
SVWAG
19
Sound View Wealth Advisors Group
Georgia
$28M +$2.8M +116,418 +11%
Truist Financial
20
Truist Financial
North Carolina
$27.9M +$669K +27,806 +2%
SIC
21
Sigma Investment Counselors
Michigan
$27.3M +$742K +30,872 +3%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$26.5M +$2.81M +117,016 +12%
KCM
23
Kathmere Capital Management
Pennsylvania
$26.2M +$2.26M +93,877 +9%
TCM
24
TABR Capital Management
California
$25M +$475K +19,746 +2%
HCM
25
Howland Capital Management
Massachusetts
$24.3M +$934K +38,850 +4%

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.