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

iShares iBonds Dec 2027 Term Corporate ETF logo
$24.13 +0.01 (+0.04%)
As of 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)
65
Total
Institutional Inflows
(last 12 months)
$75.32M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$5.49M
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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
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%
2/17/2025 Ancora Advisors LLC18,769$450K0.0%+15.9%0.019%
2/14/2025 Arrow Financial Corp579,725$13.89M1.3%+4.0%0.594%
2/14/2025 Integrated Wealth Concepts LLC124,898$2.99M0.0%-1.2%0.128%
2/13/2025 United Capital Financial Advisors LLC92,489$2.22M0.0%+20.3%0.095%
2/13/2025 Hurley Capital LLC13,482$323K0.3%N/A0.014%
2/12/2025 Front Row Advisors LLC1,200$29K0.0%N/A0.001%
2/12/2025 Godshalk Welsh Capital Management Inc.58,700$1.41M0.9%+62.4%0.060%
2/12/2025 JPMorgan Chase & Co.99,439$2.38M0.0%+12.0%0.102%
2/11/2025 Sandy 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%
2/7/2025 Horan Securities Inc.40,501$970K0.4%-7.1%0.042%
2/6/2025 Jones Financial Companies Lllp21,618$518K0.0%+147.5%0.022%
2/5/2025 Peloton 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%
2/4/2025 Bank of New York Mellon Corp31,017$743K0.0%+19.1%0.032%
2/3/2025 First 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%
2/3/2025 Lyell Wealth Management LP363,921$8.72M0.8%+5.0%0.373%
1/31/2025 Bank of Jackson Hole Trust1,761$42K0.0%N/A0.002%
1/31/2025 Valley Wealth Managers Inc.73,407$1.76M0.1%-1.0%0.075%
1/30/2025 Spinnaker Trust373,877$8.96M0.6%+53.0%0.383%
1/29/2025 Sonata Capital Group Inc.204,751$4.91M2.0%+197.4%0.210%
1/29/2025 Leavell Investment Management Inc.163,717$3.92M0.2%+34.2%0.168%
1/29/2025 First Fiduciary Investment Counsel Inc.70,053$1.68M0.3%+24.3%0.072%
1/28/2025 Wilmington Savings Fund Society FSB6,600$158K0.0%N/A0.007%
1/28/2025 Barrett & Company Inc.50,974$1.22M0.5%+32.1%0.052%
1/28/2025 Migdal 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%
1/23/2025 RVW Wealth LLC956,044$22.91M2.1%+9.2%0.980%
1/23/2025 Crews Bank & Trust165,270$3.96M0.7%N/A0.169%
1/22/2025 Buffington Mohr McNeal79,160$1.90M0.3%+33.9%0.081%
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1/22/2025 Heartland Bank & Trust Co80,119$1.92M1.0%+73.7%0.082%
1/22/2025 Klaas Financial Asset Advisors LLC11,379$273K0.0%N/A0.012%
1/21/2025 Archford Capital Strategies LLC52,649$1.26M0.2%-2.9%0.054%
1/21/2025 Montecito Bank & Trust48,628$1.17M0.2%+11.7%0.050%
1/17/2025 Adirondack Trust Co.33,997$814K0.3%+29.8%0.035%
1/17/2025 Janney Montgomery Scott LLC214,233$5.13M0.0%+4.6%0.220%
1/16/2025 First 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%
1/14/2025 Roble Belko & Company Inc15,865$380K0.1%+10.2%0.016%
1/10/2025 Praetorian 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%
11/15/2024 Peloton Wealth Strategists292,130$7.12M2.8%-2.0%0.299%
11/15/2024 Integrated Wealth Concepts LLC126,359$3.08M0.0%+13.1%0.130%
11/14/2024 Flow Traders U.S. LLC22,297$543K0.0%N/A0.023%
11/14/2024 Captrust Financial Advisors414,425$10.10M0.0%+36.4%0.425%
11/6/2024 Coastline Trust Co1,893$46K0.0%N/A0.002%
11/6/2024 Valley Wealth Managers Inc.74,118$1.81M0.1%+0.7%0.076%
11/5/2024 Prime Capital Investment Advisors LLC53,707$1.31M0.0%+13.2%0.055%
11/4/2024 Arrow Financial Corp557,633$13.59M1.3%+1.6%0.572%
11/1/2024 First Fiduciary Investment Counsel Inc.56,345$1.37M0.3%-4.9%0.058%
11/1/2024 Leavell Investment Management Inc.121,963$2.97M0.1%+35.1%0.125%
11/1/2024 Sonata 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%
10/31/2024 Montecito Bank & Trust43,527$1.06M0.2%+51.0%0.045%
10/31/2024 Spinnaker Trust244,290$5.95M0.4%+8.9%0.250%
10/29/2024 Blue Square Asset Management LLC42,114$1.03M0.6%+9.5%0.043%
10/29/2024 Janney 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%
10/23/2024 Lyell Wealth Management LP346,431$8.44M0.8%+11.8%0.355%
10/23/2024 Bogart Wealth LLC6,425$157K0.0%+14.8%0.007%
10/22/2024 Heartland Bank & Trust Co46,127$1.12M0.6%+43.6%0.047%
10/22/2024 Eastern Bank1,015$25K0.0%N/A0.001%
10/16/2024 Buffington Mohr McNeal59,121$1.44M0.2%+54.0%0.061%
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%
10/2/2024 Praetorian 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%
8/21/2024 Heartland Bank & Trust Co32,125$762K0.4%+29.5%0.033%
8/15/2024 Peloton Wealth Strategists298,235$7.08M2.9%+2.8%0.306%
8/13/2024 Godshalk Welsh Capital Management Inc.25,349$602K0.4%+120.4%0.026%
8/8/2024 Lyell Wealth Management LP309,868$7.35M0.7%+10.9%0.318%
8/8/2024 Parallel Advisors LLC135,186$3.21M0.1%+2.0%0.139%
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8/8/2024 Valley Wealth Managers Inc.73,624$1.75M0.1%+3.7%0.075%
8/7/2024 First Interstate Bank32,442$770K0.1%+25.7%0.033%
7/31/2024 Spinnaker Trust224,361$5.32M0.3%+28.4%0.230%
7/30/2024 Arrow Financial Corp548,877$13.03M1.3%+3.0%0.563%
7/29/2024 Migdal Insurance & Financial Holdings Ltd.10,324$245K0.0%+18.2%0.011%
7/26/2024 Cambridge Investment Research Advisors Inc.96,048$2.28M0.0%+26.7%0.098%
7/26/2024 Dearborn Partners LLC22,526$535K0.0%+3.9%0.023%
7/26/2024 Bank of New York Mellon Corp21,506$510K0.0%+51.2%0.022%
7/18/2024 Timber Creek Capital Management LLC34,016$807K0.2%-2.1%0.035%
7/17/2024 Montecito Bank & Trust28,829$684K0.1%+73.6%0.030%
(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 75 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: 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), Confluence Investment Management LLC ($176.78K), and RVW Wealth LLC ($171.13K).

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

Institutional investors have bought a total of 4,239,313 shares in the last 24 months. This purchase volume represents approximately $101.28M in transactions.

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

Of the 26 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), Exchange Capital Management Inc. ($20.25K), and Archford Capital Strategies LLC ($16.88K).

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

Institutional investors have sold a total of 829,608 shares in the last 24 months. This volume of shares sold represents approximately $19.54M in transactions.


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This page (NYSEARCA:IBDS) was last updated on 3/25/2025 by MarketBeat.com Staff
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