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iShares iBonds Dec 2027 Term Corporate ETF (IBDS) Institutional Ownership

iShares iBonds Dec 2027 Term Corporate ETF logo
$24.16 -0.02 (-0.08%)
As of 07/3/2025 05:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2027 Term Corporate ETF (NYSEARCA:IBDS)

Number of
Institutional Buyers
(last 12 months)
69
Total
Institutional Inflows
(last 12 months)
$192.43M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$4.08M
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IBDS Institutional Buying and Selling by Quarter

iShares iBonds Dec 2027 Term Corporate ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/1/2025 Confluence Investment Management LLC162,767$3.95M0.1%-0.4%0.126%
7/1/2025 Harbor Investment Advisory LLC76,784$1.86M0.2%+75.3%0.059%
5/16/2025Peloton Wealth Strategists339,470$8.21M3.4%+9.5%0.272%
5/16/2025NewEdge Advisors LLC643,959$15.57M0.1%+0.6%0.517%
5/16/2025Integrated Wealth Concepts LLC179,958$4.35M0.1%+44.1%0.144%
5/9/2025Cary Street Partners Financial LLC49,164$1.19M0.0%+2.3%0.039%
5/9/2025Wells Financial Advisors INC3,200$77K0.1%-54.0%0.003%
5/8/2025Bank of Jackson Hole Trust3,051$74K0.0%+73.3%0.002%
5/8/2025Lyell Wealth Management LP389,449$9.42M0.9%+7.0%0.313%
5/8/2025RVW Wealth LLC967,922$23.40M2.2%+1.2%0.777%
5/7/2025Valley Wealth Managers Inc.71,637$1.73M0.1%-2.4%0.057%
5/5/2025Arrow Financial Corp578,531$13.99M1.6%-0.2%0.464%
5/5/2025Migdal Insurance & Financial Holdings Ltd.32,048$775K0.0%+90.1%0.026%
5/5/2025Gradient Capital Advisors LLC13,082$316K0.1%+13.9%0.010%
5/2/2025Mosaic Family Wealth Partners LLC24,181$585K0.1%+7.0%0.019%
5/2/2025Bogart Wealth LLC5,604$136K0.0%-12.8%0.004%
4/30/2025Leavell Investment Management Inc.190,243$4.60M0.2%+16.2%0.153%
4/30/2025First National Bank & Trust Co. of Newtown34,010$822K0.2%N/A0.027%
4/29/2025Bank of New York Mellon Corp33,953$821K0.0%+9.5%0.027%
4/29/2025Sonata Capital Group Inc.205,888$4.98M2.2%+0.6%0.167%
4/28/2025Buffington Mohr McNeal164,698$3.98M0.8%+108.1%0.133%
4/28/2025Private Trust Co. NA12,755$308K0.0%+152.1%0.010%
4/25/2025Spinnaker Trust455,474$11.01M0.7%+21.8%0.369%
4/25/2025First Fiduciary Investment Counsel Inc.71,408$1.73M0.4%+1.9%0.058%
4/24/2025J. L. Bainbridge & Co. Inc.9,301$225K0.0%N/A0.008%
4/24/2025Sunbelt Securities Inc.3,735$90K0.0%+31.5%0.003%
4/24/2025Bartlett & CO. Wealth Management LLC2,000$48K0.0%-20.0%0.002%
4/24/2025Trust Co. of Vermont5,492$133K0.0%N/A0.004%
4/23/2025Trust Co of Kansas9,330$226K0.1%N/A0.008%
4/22/2025Cambridge Investment Research Advisors Inc.212,873$5.15M0.0%+27.5%0.172%
4/22/2025Crews Bank & Trust173,845$4.20M0.7%+5.2%0.141%
4/22/2025Heartland Bank & Trust Co99,119$2.40M1.2%+23.7%0.080%
4/22/2025RFP Financial Group LLC32,025$774K0.3%N/A0.026%
4/17/2025Montecito Bank & Trust50,993$1.23M0.2%+4.9%0.041%
4/17/2025Janney Montgomery Scott LLC219,853$5.32M0.0%+2.6%0.178%
4/17/2025Rebalance LLC446,501$10.80M0.8%+24.5%0.362%
4/16/2025Praetorian Wealth Management Inc.231,955$5.61M1.4%+7.9%0.188%
4/15/2025GAMMA Investing LLC189,899$4.59M0.3%+25.9%0.154%
4/14/2025Farther Finance Advisors LLC17,856$431K0.0%+217.8%0.014%
4/14/2025Centricity Wealth Management LLC181,654$4.39M4.0%+10.3%0.147%
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4/14/2025Bank of New Hampshire31,210$755K0.2%-2.7%0.025%
4/11/2025Princeton Global Asset Management LLC46,462$1.12M0.2%+26.3%0.038%
4/10/2025Horizons Wealth Management10,230$247K0.2%+18.4%0.008%
4/9/2025Lbmc Investment Advisors LLC122,953$2.97M0.2%+77.2%0.100%
4/9/2025 Harbor Investment Advisory LLC43,808$1.06M0.1%+8.0%0.035%
4/8/2025Parallel Advisors LLC219,918$5.32M0.1%-10.7%0.180%
4/7/2025GAMMA Investing LLC4,591,758$111.03M0.0%+2,944.0%3.756%
4/3/2025Adirondack Trust Co.36,630$886K0.3%+7.7%0.030%
4/1/2025 Confluence Investment Management LLC163,383$3.95M0.1%-1.3%0.134%
2/18/2025Sunbelt Securities Inc.2,840$68K0.0%+239.3%0.003%
2/18/2025Mosaic Family Wealth Partners LLC22,601$542K0.1%+143.4%0.023%
2/18/2025Novem Group141,403$3.39M0.5%N/A0.145%
2/18/202510Elms LLP26,070$625K0.6%N/A0.027%
2/17/2025Captrust Financial Advisors589,568$14.13M0.0%+42.3%0.604%
2/17/2025Cary Street Partners Financial LLC48,059$1.15M0.0%N/A0.049%
2/17/2025Baird Financial Group Inc.26,122$626K0.0%+10.9%0.027%
2/17/2025Ameriprise Financial Inc.1,553,216$37.22M0.0%-4.8%1.592%
2/17/2025Ancora Advisors LLC18,769$450K0.0%+15.9%0.019%
2/14/2025Arrow Financial Corp579,725$13.89M1.3%+4.0%0.594%
2/14/2025Integrated Wealth Concepts LLC124,898$2.99M0.0%-1.2%0.128%
2/13/2025United Capital Financial Advisors LLC92,489$2.22M0.0%+20.3%0.095%
2/13/2025Hurley Capital LLC13,482$323K0.3%N/A0.014%
2/12/2025Front Row Advisors LLC1,200$29K0.0%N/A0.001%
2/12/2025Godshalk Welsh Capital Management Inc.58,700$1.41M0.9%+62.4%0.060%
2/12/2025JPMorgan Chase & Co.99,439$2.38M0.0%+12.0%0.102%
2/11/2025Sandy Spring Bank238,974$5.73M0.2%+0.7%0.245%
2/10/2025Parallel Advisors LLC246,215$5.90M0.1%+25.3%0.252%
2/7/2025Rebalance LLC358,509$8.59M0.6%N/A0.368%
2/7/2025Horan Securities Inc.40,501$970K0.4%-7.1%0.042%
2/6/2025Jones Financial Companies Lllp21,618$518K0.0%+147.5%0.022%
2/5/2025Peloton Wealth Strategists310,130$7.43M3.0%+6.2%0.318%
2/4/2025Exchange Capital Management Inc.8,444$202K0.0%-69.8%0.009%
2/4/2025Bank of New York Mellon Corp31,017$743K0.0%+19.1%0.032%
2/3/2025First Horizon Advisors Inc.8,392$201K0.0%+173.5%0.009%
2/3/2025Centricity Wealth Management LLC164,744$3.95M3.7%N/A0.169%
2/3/2025Lyell Wealth Management LP363,921$8.72M0.8%+5.0%0.373%
1/31/2025Bank of Jackson Hole Trust1,761$42K0.0%N/A0.002%
1/31/2025Valley Wealth Managers Inc.73,407$1.76M0.1%-1.0%0.075%
1/30/2025Spinnaker Trust373,877$8.96M0.6%+53.0%0.383%
1/29/2025Sonata Capital Group Inc.204,751$4.91M2.0%+197.4%0.210%
1/29/2025Leavell Investment Management Inc.163,717$3.92M0.2%+34.2%0.168%
1/29/2025First Fiduciary Investment Counsel Inc.70,053$1.68M0.3%+24.3%0.072%
1/28/2025Wilmington Savings Fund Society FSB6,600$158K0.0%N/A0.007%
1/28/2025Barrett & Company Inc.50,974$1.22M0.5%+32.1%0.052%
1/28/2025Migdal Insurance & Financial Holdings Ltd.16,855$404K0.0%+68.4%0.017%
1/24/2025Princeton Global Asset Management LLC36,799$882K0.2%+42.1%0.038%
1/23/2025RVW Wealth LLC956,044$22.91M2.1%+9.2%0.980%
1/23/2025Crews Bank & Trust165,270$3.96M0.7%N/A0.169%
1/22/2025Buffington Mohr McNeal79,160$1.90M0.3%+33.9%0.081%
1/22/2025Heartland Bank & Trust Co80,119$1.92M1.0%+73.7%0.082%
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1/22/2025Klaas Financial Asset Advisors LLC11,379$273K0.0%N/A0.012%
1/21/2025Archford Capital Strategies LLC52,649$1.26M0.2%-2.9%0.054%
1/21/2025Montecito Bank & Trust48,628$1.17M0.2%+11.7%0.050%
1/17/2025Adirondack Trust Co.33,997$814K0.3%+29.8%0.035%
1/17/2025Janney Montgomery Scott LLC214,233$5.13M0.0%+4.6%0.220%
1/16/2025First United Bank & Trust2,004$48K0.0%N/A0.002%
1/16/2025 Harbor Investment Advisory LLC40,550$972K0.1%+2.7%0.042%
1/16/2025Lbmc Investment Advisors LLC69,381$1.66M0.1%+496.6%0.071%
1/14/2025Roble Belko & Company Inc15,865$380K0.1%+10.2%0.016%
1/10/2025Praetorian Wealth Management Inc.214,903$5.15M1.3%+5.0%0.220%
(Data available from 1/1/2016 forward)

IBDS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBDS shares?

During the previous two years, 89 institutional investors and hedge funds held shares of iShares iBonds Dec 2027 Term Corporate ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($37.22M), RVW Wealth LLC ($23.40M), NewEdge Advisors LLC ($15.57M), Captrust Financial Advisors ($14.13M), Arrow Financial Corp ($13.99M), Spinnaker Trust ($11.01M), and Rebalance LLC ($10.80M).Learn more on iShares iBonds Dec 2027 Term Corporate ETF's institutional investors.

Which institutional investors have been buying iShares iBonds Dec 2027 Term Corporate ETF's stock?

Of the 81 institutional investors that purchased iShares iBonds Dec 2027 Term Corporate ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: GAMMA Investing LLC ($4.63M), Rebalance LLC ($446.50K), Spinnaker Trust ($403.84K), Captrust Financial Advisors ($285.74K), Sonata Capital Group Inc. ($243.30K), Lyell Wealth Management LP ($201.35K), and Leavell Investment Management Inc. ($190.24K).

How much institutional buying is happening at iShares iBonds Dec 2027 Term Corporate ETF?

Institutional investors have bought a total of 7,977,989 shares in the last 24 months. This purchase volume represents approximately $192.43M in transactions.

Which of iShares iBonds Dec 2027 Term Corporate ETF's major shareholders have been selling company stock?

Of the 18 institutional investors that sold iShares iBonds Dec 2027 Term Corporate ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Ameriprise Financial Inc. ($78.61K), Parallel Advisors LLC ($26.30K), Exchange Capital Management Inc. ($19.55K), Farther Finance Advisors LLC ($9.08K), Confluence Investment Management LLC ($7.73K), Peloton Wealth Strategists ($6.11K), and Wells Financial Advisors INC ($3.75K).

How much institutional selling is happening at iShares iBonds Dec 2027 Term Corporate ETF?

Institutional investors have sold a total of 169,689 shares in the last 24 months. This volume of shares sold represents approximately $4.08M in transactions.


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This page (NYSEARCA:IBDS) was last updated on 7/5/2025 by MarketBeat.com Staff
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