iShares iBonds Dec 2027 Term Corporate ETF
IBDS
414 hedge funds and large institutions have $2.71B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2025 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 232 increasing their positions, 70 reducing their positions, and 25 closing their positions.
231% more repeat investments, than reductions
Existing positions increased: 232 | Existing positions reduced: 70
156% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 25
38% more funds holding in top 10
Funds holding in top 10: 16 → 22 (+6)
9% more funds holding
Funds holding: 379 → 414 (+35)
7% more capital invested
Capital invested by funds: $2.53B → $2.71B (+$187M)
2.04% more ownership
Funds ownership: 70.58% → 72.62% (+2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$32M |
| 2 |
TF
Threadgill Financial
Spring,
Texas
|
+$21M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$16.1M |
| 4 |
HPC
HM Payson & Co
Portland,
Maine
|
+$15.8M |
| 5 |
SVWAG
Sound View Wealth Advisors Group
Savannah,
Georgia
|
+$12.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
-$67.8M |
| 2 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
-$62.4M |
| 3 |
HCM
Hengehold Capital Management
Cincinnati,
Ohio
|
-$21.3M |
| 4 |
WCM
Windsor Capital Management
Phoenix,
Arizona
|
-$10.8M |
| 5 |
LIA
LBMC Investment Advisors
Brentwood,
Tennessee
|
-$5.5M |
IBDS Hedge Fund Activity: Q4 2025 in Review
414 institutional investors reported a position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) for Q4 2025, worth a combined $2.71B — up 7.4% from $2.53B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new IBDS positions and 25 closed out — a net gain of 39 holders — while 232 added to existing stakes and 70 trimmed.
The largest buyer was Mercer Global Advisors, adding an estimated $32M. The largest seller was Aptus Capital Advisors, cutting an estimated $67.8M.
- 414 institutional investors held iShares iBonds Dec 2027 Term Corporate ETF (IBDS) as of Q4 2025, up from 379 in Q3 2025.
- Funds reported $2.71B of iShares iBonds Dec 2027 Term Corporate ETF stock for Q4 2025, up 7.4% quarter-over-quarter.
- 64 funds opened new iShares iBonds Dec 2027 Term Corporate ETF positions in Q4 2025 and 25 closed out, a net change of +39 holders.
- The largest iShares iBonds Dec 2027 Term Corporate ETF buyer in Q4 2025 was Mercer Global Advisors, an estimated $32M added.
- The largest iShares iBonds Dec 2027 Term Corporate ETF seller in Q4 2025 was Aptus Capital Advisors, an estimated $67.8M sold.
Based on aggregated 13F filings for Q4 2025.