We are live on ! Find out more
IBDS icon

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
Bank of America
1
Bank of America
North Carolina
$206M +$8.27M +341,126 +4%
CAI
2
Capital Advisors Inc
Oklahoma
$107M +$4.77M +196,902 +5%
Morgan Stanley
3
Morgan Stanley
New York
$94.5M -$2.33M -95,983 -2%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$93.9M +$25.3M +1,042,143 +37%
HPC
5
HM Payson & Co
Maine
$87.3M +$8.08M +333,328 +10%
Lido Advisors
6
Lido Advisors
California
$86.6M – – –
UBS Group
7
UBS Group
Switzerland
$78.8M +$78.5M +3,238,610 New
Raymond James Financial
8
Raymond James Financial
Florida
$74.9M +$24.5K +1,009 +0%
LPL Financial
9
LPL Financial
California
$69.7M +$18.4M +756,771 +36%
ACA
10
Aptus Capital Advisors
Alabama
$68.1M +$5.25M +216,600 +8%
Wells Fargo
11
Wells Fargo
California
$46.8M +$2.53M +104,139 +6%
Ameriprise
12
Ameriprise
Minnesota
$39.1M +$2.54M +104,787 +7%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$38.7M +$1.85M +76,454 +5%
HighTower Advisors
14
HighTower Advisors
Illinois
$38.3M +$3.34M +137,811 +10%
SVWAG
15
Sound View Wealth Advisors Group
Georgia
$35.5M +$3.41M +140,686 +11%
CIA
16
Capital Investment Advisors
Georgia
$34.8M +$2.71M +111,668 +8%
WIC
17
Woodmont Investment Counsel
Tennessee
$33.5M -$2.33M -96,283 -7%
GWA
18
Gratus Wealth Advisors
Virginia
$32.7M +$914K +37,700 +3%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$31.8M +$3.95M +162,771 +14%
KCM
20
Kathmere Capital Management
Pennsylvania
$30.9M +$3.56M +146,750 +13%
SIC
21
Sigma Investment Counselors
Michigan
$29.9M +$1.36M +56,086 +5%
HCM
22
Howland Capital Management
Massachusetts
$28.5M +$2.83M +116,891 +11%
VVP
23
Venture Visionary Partners
Ohio
$28M +$4.04M +166,635 +17%
Truist Financial
24
Truist Financial
North Carolina
$27.2M -$474K -19,535 -2%
TCM
25
TABR Capital Management
California
$25.8M +$220K +9,067 +0.9%
1
2 3 4 5

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.