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

iShares iBonds Dec 2027 Term Corporate ETF logo
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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)
76
Total
Institutional Inflows
(last 12 months)
$208.57M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$10.06M
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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
8/18/2025 Hollencrest Capital Management1,095$27K0.0%N/A0.001%
8/15/2025 Captrust Financial Advisors767,151$18.62M0.0%+8.7%0.583%
8/15/2025 Ameriprise Financial Inc.1,501,886$36.44M0.0%+18.7%1.142%
8/14/2025 Dearborn Partners LLC23,937$581K0.0%+6.5%0.018%
8/14/2025 NewEdge Advisors LLC613,506$14.89M0.1%-4.7%0.467%
8/14/2025 Hurley Capital LLC16,988$412K0.3%+26.0%0.013%
8/14/2025 Cary Street Partners Financial LLC48,146$1.17M0.0%-2.1%0.037%
8/13/2025 Flow Traders U.S. LLC10,951$266K0.0%N/A0.008%
8/13/2025 RFP Financial Group LLC15,266$371K0.2%-52.3%0.012%
8/13/2025 Baird Financial Group Inc.24,909$605K0.0%-4.0%0.019%
8/12/2025 Farmers National Bank44,207$1.07M0.3%+2.0%0.034%
8/12/2025 FourThought Financial Partners LLC8,871$215K0.0%N/A0.007%
8/12/2025 JPMorgan Chase & Co.140,976$3.42M0.0%+29.1%0.107%
8/11/2025 Mosaic Family Wealth Partners LLC28,241$685K0.1%+16.8%0.022%
8/8/2025 MTM Investment Management LLC47,600$1.16M0.4%+120.9%0.036%
8/6/2025 Atlantic Union Bankshares Corp254,312$6.17M0.1%N/A0.195%
8/5/2025 Gould Asset Management LLC CA55,735$1.35M0.3%+5.5%0.043%
8/4/2025 Spinnaker Trust471,129$11.43M0.7%+3.4%0.360%
8/4/2025 Migdal Insurance & Financial Holdings Ltd.35,026$850K0.0%+9.3%0.027%
8/1/2025 Bank of Jackson Hole Trust4,023$98K0.1%+31.9%0.003%
7/31/2025 Leavell Investment Management Inc.210,028$5.10M0.2%+10.4%0.161%
7/30/2025 Sonata Capital Group Inc.215,293$5.23M2.1%+4.6%0.165%
7/30/2025 Princeton Global Asset Management LLC45,653$1.11M0.2%-1.7%0.035%
7/29/2025 Lyell Wealth Management LP409,350$9.94M0.8%+5.1%0.313%
7/29/2025 Private Trust Co. NA9,803$238K0.0%-23.1%0.007%
7/25/2025 Heartland Bank & Trust Co150,594$3.66M1.7%+51.9%0.115%
7/24/2025 First Fiduciary Investment Counsel Inc.71,998$1.75M0.3%+0.8%0.055%
7/23/2025 Prime Capital Investment Advisors LLC57,111$1.39M0.0%-42.9%0.044%
7/21/2025 Crews Bank & Trust183,085$4.44M0.7%+5.3%0.140%
7/21/2025 Trust Co of Kansas15,671$380K0.2%+68.0%0.012%
7/18/2025 Newman Dignan & Sheerar Inc.16,297$396K0.1%-6.2%0.012%
7/18/2025 Centricity Wealth Management LLC203,151$4.93M3.9%+11.8%0.156%
7/17/2025 Janney Montgomery Scott LLC219,002$5.32M0.0%-0.4%0.168%
7/16/2025 Rebalance LLC452,728$10.99M0.7%+1.4%0.347%
7/15/2025 RVW Wealth LLC1,022,940$24.83M2.1%+5.7%0.785%
7/14/2025 GAMMA Investing LLC49,509$1.20M0.1%-73.9%0.038%
7/11/2025 Farther Finance Advisors LLC9,322$226K0.0%-47.8%0.007%
7/11/2025 Adirondack Trust Co.39,624$962K0.3%+8.2%0.031%
7/11/2025 Pinnacle Bancorp Inc.3,175$77K0.0%+48.7%0.002%
7/9/2025 Praetorian Wealth Management Inc.239,310$5.81M1.3%+3.2%0.184%
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7/9/2025 Lbmc Investment Advisors LLC195,185$4.74M0.3%+58.7%0.150%
7/9/2025 Sarver Vrooman Wealth Advisors9,728$236K0.2%+748.1%0.007%
7/8/2025 Parallel Advisors LLC240,100$5.83M0.1%+9.2%0.185%
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%
5/16/2025 Peloton Wealth Strategists339,470$8.21M3.4%+9.5%0.272%
5/16/2025 NewEdge Advisors LLC643,959$15.57M0.1%+0.6%0.517%
5/16/2025 Integrated Wealth Concepts LLC179,958$4.35M0.1%+44.1%0.144%
5/9/2025 Cary Street Partners Financial LLC49,164$1.19M0.0%+2.3%0.039%
5/9/2025 Wells Financial Advisors INC3,200$77K0.1%-54.0%0.003%
5/8/2025 Bank of Jackson Hole Trust3,051$74K0.0%+73.3%0.002%
5/8/2025 Lyell Wealth Management LP389,449$9.42M0.9%+7.0%0.313%
5/8/2025 RVW Wealth LLC967,922$23.40M2.2%+1.2%0.777%
5/7/2025 Valley Wealth Managers Inc.71,637$1.73M0.1%-2.4%0.057%
5/5/2025 Arrow Financial Corp578,531$13.99M1.6%-0.2%0.464%
5/5/2025 Migdal Insurance & Financial Holdings Ltd.32,048$775K0.0%+90.1%0.026%
5/5/2025 Gradient Capital Advisors LLC13,082$316K0.1%+13.9%0.010%
5/2/2025 Mosaic Family Wealth Partners LLC24,181$585K0.1%+7.0%0.019%
5/2/2025 Bogart Wealth LLC5,604$136K0.0%-12.8%0.004%
4/30/2025 Leavell Investment Management Inc.190,243$4.60M0.2%+16.2%0.153%
4/30/2025 First National Bank & Trust Co. of Newtown34,010$822K0.2%N/A0.027%
4/29/2025 Bank of New York Mellon Corp33,953$821K0.0%+9.5%0.027%
4/29/2025 Sonata 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%
4/28/2025 Private Trust Co. NA12,755$308K0.0%+152.1%0.010%
4/25/2025 Spinnaker Trust455,474$11.01M0.7%+21.8%0.369%
4/25/2025 First Fiduciary Investment Counsel Inc.71,408$1.73M0.4%+1.9%0.058%
4/24/2025 J. L. Bainbridge & Co. Inc.9,301$225K0.0%N/A0.008%
4/24/2025 Sunbelt Securities Inc.3,735$90K0.0%+31.5%0.003%
4/24/2025 Bartlett & CO. Wealth Management LLC2,000$48K0.0%-20.0%0.002%
4/24/2025 Trust Co. of Vermont5,492$133K0.0%N/A0.004%
4/23/2025 Trust Co of Kansas9,330$226K0.1%N/A0.008%
4/22/2025 Cambridge Investment Research Advisors Inc.212,873$5.15M0.0%+27.5%0.172%
4/22/2025 Crews Bank & Trust173,845$4.20M0.7%+5.2%0.141%
4/22/2025 Heartland Bank & Trust Co99,119$2.40M1.2%+23.7%0.080%
4/22/2025 RFP Financial Group LLC32,025$774K0.3%N/A0.026%
4/17/2025Montecito Bank & Trust50,993$1.23M0.2%+4.9%0.041%
4/17/2025 Janney Montgomery Scott LLC219,853$5.32M0.0%+2.6%0.178%
4/17/2025 Rebalance LLC446,501$10.80M0.8%+24.5%0.362%
4/16/2025 Praetorian Wealth Management Inc.231,955$5.61M1.4%+7.9%0.188%
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%
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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%
2/18/2025 Sunbelt Securities Inc.2,840$68K0.0%+239.3%0.003%
2/18/2025 Mosaic Family Wealth Partners LLC22,601$542K0.1%+143.4%0.023%
2/18/2025 Novem Group141,403$3.39M0.5%N/A0.145%
2/18/2025 10Elms LLP26,070$625K0.6%N/A0.027%
2/17/2025 Captrust Financial Advisors589,568$14.13M0.0%+42.3%0.604%
2/17/2025 Cary Street Partners Financial LLC48,059$1.15M0.0%N/A0.049%
2/17/2025 Baird Financial Group Inc.26,122$626K0.0%+10.9%0.027%
2/17/2025 Ameriprise Financial Inc.1,553,216$37.22M0.0%-4.8%1.592%
(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, 94 institutional investors and hedge funds held shares of iShares iBonds Dec 2027 Term Corporate ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($36.44M), RVW Wealth LLC ($24.83M), Captrust Financial Advisors ($18.62M), NewEdge Advisors LLC ($14.89M), Arrow Financial Corp ($13.99M), Spinnaker Trust ($11.43M), and Rebalance LLC ($10.99M).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 87 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 ($452.73K), Spinnaker Trust ($419.50K), Captrust Financial Advisors ($347.11K), Atlantic Union Bankshares Corp ($254.31K), Sonata Capital Group Inc. ($252.71K), and Ameriprise Financial Inc. ($236.15K).

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

Institutional investors have bought a total of 8,635,821 shares in the last 24 months. This purchase volume represents approximately $208.57M in transactions.

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

Of the 27 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: GAMMA Investing LLC ($140.39K), Ameriprise Financial Inc. ($78.61K), Prime Capital Investment Advisors LLC ($42.92K), NewEdge Advisors LLC ($30.45K), Parallel Advisors LLC ($26.30K), Exchange Capital Management Inc. ($19.55K), and Farther Finance Advisors LLC ($17.62K).

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

Institutional investors have sold a total of 415,780 shares in the last 24 months. This volume of shares sold represents approximately $10.06M in transactions.


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This page (NYSEARCA:IBDS) was last updated on 8/27/2025 by MarketBeat.com Staff
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