iShares iBonds Dec 2027 Term Corporate ETF
IBDS
380 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, 209 increasing their positions, 78 reducing their positions, and 21 closing their positions.
168% more repeat investments, than reductions
Existing positions increased: 209 | Existing positions reduced: 78
136% more capital inflows, than outflows
Capital inflows: $315M | Capital outflows: $134M
67% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 21
2% more funds holding
Funds holding: 373 → 380 (+7)
0.09% less ownership
Funds ownership: 70.7% → 70.6% (-0.09%)
24% less funds holding in top 10
Funds holding in top 10: 21 → 16 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$78.5M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$25.3M |
| 3 |
LPL Financial
San Diego,
California
|
+$18.4M |
| 4 |
Wick Capital Partners
Wayne,
Pennsylvania
|
+$13.6M |
| 5 |
Vishria Bird Financial Group
Memphis,
Tennessee
|
+$9.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$53.3M |
| 2 |
Seven Springs Wealth Group
Brentwood,
Tennessee
|
-$19.6M |
| 3 |
PFG Private Wealth Management
Lutz,
Florida
|
-$7.6M |
| 4 |
Novem Group
Rochester,
New York
|
-$7.41M |
| 5 |
Keeler Thomas Management
Orem,
Utah
|
-$5.47M |
IBDS Hedge Fund Activity: Q3 2025 in Review
380 of the 7,650 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 209 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.
- 380 institutional investors held iShares iBonds Dec 2027 Term Corporate ETF (IBDS) as of Q3 2025, up from 373 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.