Who owns iShares iBonds Dec 2027 Term Corporate ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of IBDS from SEC Form 13F filings across 443 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 443 institutions disclosed 115.2M shares of iShares iBonds Dec 2027 Term Corporate ETF worth $2.79B — about 73.3% of shares outstanding; the largest disclosed holder is BANK OF AMERICA CORP /DE/. Source: SEC Form 13F filings, parsed by EvidInvest.
443
13F holders
$2.79B
value, 2026 filers
73.3%
of shares outstanding (115.2M sh)
43
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of IBDS's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 9.7M | $234.7M | 0.0% | 6.2% | +4.6% |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | 5.6M | $134.8M | 0.2% | 3.5% | +7.0% |
| 3 | MORGAN STANLEY | 4.6M | $110.7M | 0.0% | 2.9% | +3.9% |
| 4 | Lido Advisors, LLC | 4.4M | $105.8M | 0.3% | 2.8% | -6.1% |
| 5 | UBS Group AG | 4.2M | $102.2M | 0.0% | 2.7% | -1.0% |
| 6 | HM PAYSON & CO | 4.2M | $100.6M | 1.3% | 2.6% | +0.5% |
| 7 | RAYMOND JAMES FINANCIAL INC | 3.8M | $91.0M | 0.0% | 2.4% | +11.3% |
| 8 | LPL Financial LLC | 3.7M | $88.5M | 0.0% | 2.3% | +6.3% |
| 9 | Sound View Wealth Advisors Group, LLC | 2.2M | $52.1M | 3.2% | 1.4% | +5.0% |
| 10 | Capital Investment Advisors, LLC | 1.9M | $46.5M | 0.6% | 1.2% | +8.9% |
| 11 | AMERIPRISE FINANCIAL INC | 1.9M | $46.2M | 0.0% | 1.2% | +4.8% |
| 12 | ROYAL BANK OF CANADA | 1.7M | $40.1M | 0.0% | 1.1% | -3.3% |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | 1.5M | $36.8M | 0.0% | 1% | +2.5% |
| 14 | CAPTRUST FINANCIAL ADVISORS | 1.5M | $36.6M | 0.1% | 1% | +3.9% |
| 15 | Gratus Wealth Advisors, LLC | 1.5M | $36.4M | 4.6% | 1% | +2.5% |
| 16 | Kathmere Capital Management, LLC | 1.5M | $35.5M | 1.9% | 0.9% | +6.8% |
| 17 | WELLS FARGO & COMPANY/MN | 1.5M | $35.3M | 0.0% | 0.9% | -10.5% |
| 18 | HOWLAND CAPITAL MANAGEMENT LLC | 1.3M | $32.4M | 1.2% | 0.9% | +5.3% |
| 19 | SIGMA INVESTMENT COUNSELORS INC | 1.3M | $32.2M | 1.6% | 0.8% | +2.8% |
| 20 | RVW Wealth, LLC | 1.3M | $30.8M | 2.0% | 0.8% | +4.5% |
| 21 | TRUIST FINANCIAL CORP | 1.2M | $28.6M | 0.0% | 0.8% | +2.5% |
| 22 | Kestra Advisory Services, LLC | 1.2M | $28.2M | 0.1% | 0.7% | +15.9% |
| 23 | WOODMONT INVESTMENT COUNSEL LLC | 1.1M | $25.7M | 1.4% | 0.7% | -21.9% |
| 24 | STIFEL FINANCIAL CORP | 1.1M | $25.5M | 0.0% | 0.7% | +3.4% |
| 25 | Wick Capital Partners, LLC | 1.0M | $24.7M | 3.7% | 0.6% | +14.3% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.