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

iShares iBonds Dec 2027 Term Corporate ETF logo
$24.22 -0.01 (-0.04%)
Closing price 08/5/2025 04:10 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)
70
Total
Institutional Inflows
(last 12 months)
$194.73M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$8.86M
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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
8/5/2025Gould 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%
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%
5/16/2025Peloton 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%
5/9/2025 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%
5/7/2025Valley 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%
5/5/2025 Migdal Insurance & Financial Holdings Ltd.32,048$775K0.0%+90.1%0.026%
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5/5/2025 Gradient Capital Advisors LLC13,082$316K0.1%+13.9%0.010%
5/2/2025Mosaic Family Wealth Partners LLC24,181$585K0.1%+7.0%0.019%
5/2/2025 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%
4/29/2025Bank 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%
4/24/2025J. L. Bainbridge & Co. Inc.9,301$225K0.0%N/A0.008%
4/24/2025Sunbelt Securities Inc.3,735$90K0.0%+31.5%0.003%
4/24/2025 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%
4/22/2025RFP Financial Group LLC32,025$774K0.3%N/A0.026%
4/17/2025Montecito Bank & Trust50,993$1.23M0.2%+4.9%0.041%
4/17/2025 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%
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%
2/18/2025 Novem 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%
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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%
2/7/2025 Rebalance 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%
2/4/2025 Exchange 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%
(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, 90 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 ($24.83M), NewEdge Advisors LLC ($15.57M), Captrust Financial Advisors ($14.13M), 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 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 ($452.73K), Spinnaker Trust ($419.50K), Captrust Financial Advisors ($285.74K), Sonata Capital Group Inc. ($252.71K), RVW Wealth LLC ($233.02K), and Lyell Wealth Management LP ($203.39K).

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

Institutional investors have bought a total of 8,067,009 shares in the last 24 months. This purchase volume represents approximately $194.73M in transactions.

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

Of the 23 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), Parallel Advisors LLC ($26.30K), Exchange Capital Management Inc. ($19.55K), Farther Finance Advisors LLC ($17.62K), and Confluence Investment Management LLC ($7.73K).

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

Institutional investors have sold a total of 366,503 shares in the last 24 months. This volume of shares sold represents approximately $8.86M in transactions.


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This page (NYSEARCA:IBDS) was last updated on 8/6/2025 by MarketBeat.com Staff
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