Who Owns iShares iBonds Dec 2027 Term Corporate ETF (IBDS)?Hedge Fund & Institutional Holders

$24.18+0.01 (+0.02%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+13 / -3

Price History

$23.87$24.01$24.14$24.27$24.41Sep 24Jun 25Mar 26

IBDS — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BANK OF AMERICA CORP /DE/Increased+501K+$215.8B
HM PAYSON & CONew Position+4.2M+$102.9B
CAPITAL ADVISORS INC/OKNew Position+1.8M+$44.7B
Capital Investment Advisors, LLCNew Position+1.6M+$39.4B
MV CAPITAL MANAGEMENT, INC.New Position+1.5M+$37.1B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+1.5M+$37.0B
Gratus Wealth Advisors, LLCNew Position+1.4M+$34.0B
WOODMONT INVESTMENT COUNSEL LLCNew Position+1.4M+$33.1B
MERCER GLOBAL ADVISORS INC /ADVIncreased+1.3M+$31.1B
SIGMA INVESTMENT COUNSELORS INCNew Position+1.3M+$31.0B
Kathmere Capital Management, LLCNew Position+1.3M+$30.6B
HOWLAND CAPITAL MANAGEMENT LLCNew Position+1.2M+$30.0B
RVW Wealth, LLCNew Position+1.2M+$28.4B
Klingman & Associates, LLCNew Position+1.0M+$24.9B
THREADGILL FINANCIAL, LLCNew Position+866K+$21.6B

IBDS — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Lido Advisors, LLCDecreased-93-$86.5B
Aptus Capital Advisors, LLCDecreased-2.8M-$68.1B
TABR Capital Management, LLCClosed Position-1.1M-$25.8B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-622K-$15.2B
Wick Capital Partners, LLCDecreased-558K-$13.7B
Mesirow Financial Investment Management, Inc.Decreased-64K-$11.0B
Creative PlanningDecreased-15K-$8.8B
Integrated Wealth Concepts LLCDecreased-18K-$5.4B
RENAISSANCE TECHNOLOGIES LLCClosed Position-202K-$4.9B
OSAIC HOLDINGS, INC.Decreased-32K-$3.0B
WJ Wealth Management, LLCDecreased-102K-$2.5B
JPMORGAN CHASE & CODecreased-58K-$2.3B
CITADEL ADVISORS LLCClosed Position-92K-$2.2B
Clearstead Advisors, LLCDecreased-14K-$2.2B
Jacobi Capital Management LLCDecreased-83K-$2.0B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MERCER GLOBAL ADVISORS INC /ADV5,175,746$125.0B190.55%Share
2UBS Group AG3,901,361$94.7B15.36%Share
3HM PAYSON & CO3,728,074$90.5B1276.55%Share
4BANK OF AMERICA CORP /DE/3,611,804$87.0B6.33%Share
5BANK OF AMERICA CORP /DE/3,435,918$83.0B6.04%Share
6RAYMOND JAMES FINANCIAL INC2,508,147$60.0B18.67%Share
7Sound View Wealth Advisors Group, LLC1,982,691$48.1B3.23%Share
8BANK OF AMERICA CORP /DE/1,901,104$46.0B3.35%Share
9CAPITAL ADVISORS INC/OK1,841,812$44.7B720.08%Share
10AMERIPRISE FINANCIAL INC1,711,922$41.0B9.27%Share
11Capital Investment Advisors, LLC1,621,156$39.4B599.53%Share
12COMMONWEALTH EQUITY SERVICES, LLC1,537,007$37.0B49.33%Share
13Gratus Wealth Advisors, LLC1,401,987$34.0B4.72%Share
14ROYAL BANK OF CANADA1,407,803$34.0B5.53%Share
15WOODMONT INVESTMENT COUNSEL LLC1,362,891$33.1B2.07%Share
16WELLS FARGO & COMPANY/MN1,371,672$33.0B6.01%Share
17SIGMA INVESTMENT COUNSELORS INC1,277,191$31.0B1.58%Share
18Kathmere Capital Management, LLC1,258,895$30.6B2.06%Share
19HOWLAND CAPITAL MANAGEMENT LLC1,237,573$30.0B1.14%Share
20RVW Wealth, LLC1,170,581$28.4B2.17%Share
21Venture Visionary Partners LLC1,161,524$28.0B0.91%Share
22Klingman & Associates, LLC1,027,244$24.9B1.20%Share
23STIFEL FINANCIAL CORP953,521$23.0B20.69%Share
24THREADGILL FINANCIAL, LLC866,444$21.6B8.90%Share
25MV CAPITAL MANAGEMENT, INC.803,482$19.5B1.87%Share
26RAYMOND JAMES FINANCIAL INC795,713$19.0B5.91%Share
27MV CAPITAL MANAGEMENT, INC.721,350$17.6B1.69%Share
28Glenview Trust Co709,898$17.0B262.31%Share
29Focus Partners Wealth731,736$17.0B19.37%Share
30US BANCORP \DE\616,217$15.0B17.53%Share
31SPINNAKER TRUST586,946$14.0B0.75%Share
32WELLS FARGO & COMPANY/MN594,195$14.0B2.55%Share
33CENTRAL TRUST Co570,969$13.9B271.58%Share
34ARROW FINANCIAL CORP566,917$13.8B1.37%Share
35Stratos Wealth Partners, LTD.563,512$13.7B154.67%Share
36LYELL WEALTH MANAGEMENT, LP521,963$12.7B0.92%Share
37HM PAYSON & CO510,440$12.4B174.78%Share
38Windsor Capital Management, LLC441,069$10.7B2.96%Share
39First International Bank of Israel Ltd.423,549$10.3B4.91%Share
40FIRST NATIONAL TRUST CO438,090$10.0B0.33%Share
41NOVEM GROUP410,904$10.0B1.15%Share
42CONFLUENCE INVESTMENT MANAGEMENT LLC393,499$9.6B143.16%Share
43ARCADIA INVESTMENT ADVISORS LLC353,318$8.6B3.99%Share
44InvesTrust343,920$8.3B3.23%Share
45EIGHT 31 FINANCIAL, LLC337,111$8.2B4.49%Share
46PFG Private Wealth Management, LLC327,715$8.0B3.48%Share
47Kesler, Norman & Wride, LLC301,658$7.3B1.26%Share
48SPRENG CAPITAL MANAGEMENT, INC.290,835$7.1B2.77%Share
49IFP Advisors, Inc293,946$7.0B0.16%Share
50Atria Investments, Inc322,395$7.0B79.56%Share

IBDS Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025419$1.8T+214
Q3 2025205$1.2T-148
Q2 2025353$1.7T-20
Q1 2025373$2.1T+87
Q4 2024286$18.7T+74
Q3 2024212$110.5T+1
Q2 2024211$98.4T+11
Q1 2024200$88.0T—

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As of Q4 2025, 50 institutional investors hold IBDS (iShares iBonds Dec 2027 Term Corporate ETF). The largest holder is MERCER GLOBAL ADVISORS INC /ADV with $125.0B in shares. This quarter, 13 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own IBDS?

As of Q4 2025, 50 institutional investors report holding IBDS (iShares iBonds Dec 2027 Term Corporate ETF) in their 13F filings.

Who is the largest institutional holder of IBDS?

The largest institutional holder of IBDS is MERCER GLOBAL ADVISORS INC /ADV with $125.0B in shares.

Is institutional ownership of IBDS increasing or decreasing?

This quarter, 13 institutions opened new positions in IBDS and 3 closed their positions.