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

iShares iBonds Dec 2027 Term Corporate ETF logo
$24.04 +0.02 (+0.08%)
Closing price 04/15/2025 04:10 PM Eastern
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$24.03 -0.01 (-0.04%)
As of 04/15/2025 04:27 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)
64
Total
Institutional Inflows
(last 12 months)
$180.02M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$5.88M
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IBDS Institutional Buying and Selling by Quarter

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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
4/15/2025 GAMMA Investing LLC189,899$4.59M0.3%+25.9%0.154%
4/14/2025 Farther Finance Advisors LLC17,856$431K0.0%+217.8%0.014%
4/14/2025 Centricity Wealth Management LLC181,654$4.39M4.0%+10.3%0.147%
4/14/2025 Bank of New Hampshire31,210$755K0.2%-2.7%0.025%
4/11/2025 Princeton Global Asset Management LLC46,462$1.12M0.2%+26.3%0.038%
4/10/2025 Horizons Wealth Management10,230$247K0.2%+18.4%0.008%
4/9/2025 Lbmc 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%
4/8/2025 Parallel Advisors LLC219,918$5.32M0.1%-10.7%0.180%
4/7/2025 GAMMA Investing LLC4,591,758$111.03M0.0%+2,944.0%3.756%
4/3/2025 Adirondack 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%
2/10/2025 Parallel 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%
2/3/2025 Centricity 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%
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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%
1/24/2025 Princeton 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%
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%
1/17/2025 Adirondack 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%
1/16/2025 Lbmc 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%
1/7/2025 Bank of New Hampshire32,060$768K0.2%-1.4%0.033%
1/7/2025 Horizons Wealth Management8,641$207K0.2%+12.2%0.009%
1/3/2025 GAMMA Investing LLC150,847$3.61M0.3%+33.0%0.155%
1/2/2025 Confluence Investment Management LLC165,459$3.96M0.1%+0.8%0.170%
11/15/2024Peloton Wealth Strategists292,130$7.12M2.8%-2.0%0.299%
11/15/2024Integrated Wealth Concepts LLC126,359$3.08M0.0%+13.1%0.130%
11/14/2024Flow Traders U.S. LLC22,297$543K0.0%N/A0.023%
11/14/2024Captrust Financial Advisors414,425$10.10M0.0%+36.4%0.425%
11/6/2024Coastline Trust Co1,893$46K0.0%N/A0.002%
11/6/2024Valley Wealth Managers Inc.74,118$1.81M0.1%+0.7%0.076%
11/5/2024Prime Capital Investment Advisors LLC53,707$1.31M0.0%+13.2%0.055%
11/4/2024Arrow Financial Corp557,633$13.59M1.3%+1.6%0.572%
11/1/2024First Fiduciary Investment Counsel Inc.56,345$1.37M0.3%-4.9%0.058%
11/1/2024Leavell Investment Management Inc.121,963$2.97M0.1%+35.1%0.125%
11/1/2024Sonata Capital Group Inc.68,849$1.68M0.7%N/A0.071%
10/31/2024 Confluence Investment Management LLC164,089$4.00M0.1%-3.0%0.168%
10/31/2024Montecito Bank & Trust43,527$1.06M0.2%+51.0%0.045%
10/31/2024Spinnaker Trust244,290$5.95M0.4%+8.9%0.250%
10/29/2024Blue Square Asset Management LLC42,114$1.03M0.6%+9.5%0.043%
10/29/2024Janney Montgomery Scott LLC204,777$4.99M0.0%+1.1%0.210%
10/29/2024 Princeton Global Asset Management LLC25,898$631K0.1%+5.5%0.027%
10/29/2024 Farther Finance Advisors LLC5,576$136K0.0%-62.0%0.006%
10/23/2024Lyell Wealth Management LP346,431$8.44M0.8%+11.8%0.355%
10/23/2024Bogart Wealth LLC6,425$157K0.0%+14.8%0.007%
10/22/2024Heartland Bank & Trust Co46,127$1.12M0.6%+43.6%0.047%
10/22/2024Eastern Bank1,015$25K0.0%N/A0.001%
10/16/2024Buffington Mohr McNeal59,121$1.44M0.2%+54.0%0.061%
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10/9/2024 Adirondack Trust Co.26,185$638K0.2%+51.4%0.027%
10/8/2024 Lbmc Investment Advisors LLC11,630$283K0.0%N/A0.012%
10/7/2024 Bank of New Hampshire32,520$793K0.2%-2.8%0.033%
10/7/2024 GAMMA Investing LLC113,377$2.76M0.3%+154.1%0.116%
10/5/2024 Harbor Investment Advisory LLC39,473$962K0.1%+38.5%0.040%
10/2/2024Praetorian Wealth Management Inc.204,653$4.99M1.2%+0.9%0.210%
8/28/2024Farmers National Bank44,671$1.06M0.3%-3.2%0.046%
8/21/2024Heartland Bank & Trust Co32,125$762K0.4%+29.5%0.033%
8/15/2024Peloton Wealth Strategists298,235$7.08M2.9%+2.8%0.306%
8/13/2024Godshalk Welsh Capital Management Inc.25,349$602K0.4%+120.4%0.026%
(Data available from 1/1/2016 forward)

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IBDS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBDS shares?

During the previous two years, 82 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 ($22.91M), Captrust Financial Advisors ($14.13M), Arrow Financial Corp ($13.89M), US Bancorp DE ($10.98M), Spinnaker Trust ($8.96M), and Lyell Wealth Management LP ($8.72M).Learn more on IBDS's institutional investors.

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

Of the 76 institutional investors that purchased iShares iBonds Dec 2027 Term Corporate ETF 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 ($358.51K), Spinnaker Trust ($322.24K), Captrust Financial Advisors ($285.74K), Sonata Capital Group Inc. ($242.17K), Lyell Wealth Management LP ($184.83K), and Centricity Wealth Management LLC ($181.65K).

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

Institutional investors have bought a total of 8,792,317 shares in the last 24 months. This purchase volume represents approximately $211.38M in transactions.

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

Of the 27 institutional investors that sold iShares iBonds Dec 2027 Term Corporate ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Janney Montgomery Scott LLC ($293.66K), Black Swift Group LLC ($161.17K), Ameriprise Financial Inc. ($146.45K), Cambridge Investment Research Advisors Inc. ($70.26K), RVW Wealth LLC ($36.57K), Parallel Advisors LLC ($26.30K), and Exchange Capital Management Inc. ($20.25K).

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

Institutional investors have sold a total of 855,541 shares in the last 24 months. This volume of shares sold represents approximately $20.17M in transactions.


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This page (NYSEARCA:IBDS) was last updated on 4/16/2025 by MarketBeat.com Staff
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