Who Owns IBDS?
iShares iBonds Dec 2027 Term Corporate ETF — Institutional Ownership & 13F Holdings
$24.25
+0.01 (+0.06%)
Market Cap
$3.7B
Shares Outstanding
155,641,588
Institutional Holders
372
Total Inst. Value
$1.9B
% of Float Held
—
QoQ Holder Change
+173
Institutional data as of Q1 2025
New Positions
103
Closed Positions
17
Increased
171
Decreased
54
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $194.3M | 8,036,060 |
| 2 | GAMMA Investing LLC | $189.9M | 4,591,758 |
| 3 | MORGAN STANLEY | $91.2M | 3,771,198 |
| 4 | UBS Group AG | $69.1M | 2,857,492 |
| 5 | RAYMOND JAMES FINANCIAL INC | $67.9M | 2,809,312 |
| 6 | MERCER GLOBAL ADVISORS INC /ADV | $60.7M | 2,508,278 |
| 7 | Capital Investment Advisors, LLC | $50.4M | 2,083,268 |
| 8 | WELLS FARGO & COMPANY/MN | $44.6M | 1,846,241 |
| 9 | ROYAL BANK OF CANADA | $35.7M | 1,478,352 |
| 10 | WOODMONT INVESTMENT COUNSEL LLC | $34.6M | 1,432,132 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | +255K | $194.3M |
| GAMMA Investing LLC | +4.4M | $189.9M |
| MORGAN STANLEY | +170K | $91.2M |
| UBS Group AG | +168K | $69.1M |
| RAYMOND JAMES FINANCIAL INC | +150K | $67.9M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| SHUFRO ROSE & CO LLC | -3.4M | $893K |
| Venture Visionary Partners LLC | -791K | $22.2M |
| Corient Private Wealth LLC | -590K | $3K |
| PFG Private Wealth Management, LLC | -324K | $7.4M |
| Wolfstich Capital, LLC | -324K | $3.2M |
Famous Fund Managers
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Frequently Asked Questions
How many institutional investors hold IBDS?
As of Q1 2025, 372 institutional investors report holding IBDS (iShares iBonds Dec 2027 Term Corporate ETF) in their 13F filings.
Which hedge fund owns the most IBDS?
The largest institutional holder of IBDS is BANK OF AMERICA CORP /DE/ with $194.3M in shares.
Are institutions buying or selling IBDS?
This quarter, 103 institutions opened new positions in IBDS and 17 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.