iShares iBonds Dec 2027 Term Corporate ETF
IBDS
417 hedge funds and large institutions have $2.79B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2026 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 206 increasing their positions, 114 reducing their positions, and 40 closing their positions.
81% more repeat investments, than reductions
Existing positions increased: 206 | Existing positions reduced: 114
0% less capital inflows, than outflows
Capital inflows: $217M | Capital outflows: $217M
1.1% less ownership
Funds ownership: 69.28% → 68.18% (-1.1%)
3% less funds holding
Funds holding: 429 → 417 (-12)
13% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 40
38% less funds holding in top 10
Funds holding in top 10: 26 → 16 (-10)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Klingman & Associates
New York
|
+$23.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$10.2M |
| 3 |
McGuire Investment Group
Wakefield,
Rhode Island
|
+$9.9M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$9.22M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$8.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Advisors Inc
Tulsa,
Oklahoma
|
-$46.5M |
| 2 |
TF
Threadgill Financial
Spring,
Texas
|
-$34.4M |
| 3 |
TCM
TABR Capital Management
Orange,
California
|
-$24M |
| 4 |
FIBOI
First International Bank of Israel
Tel Aviv,
|
-$10.2M |
| 5 |
Commonwealth Financial Services
Vienna,
West Virginia
|
-$7.31M |
IBDS Hedge Fund Activity: Q2 2026 in Review
417 of the 8,358 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) for Q2 2026, worth a combined $2.79B — down 2.2% from $2.85B a quarter earlier.
Sellers outnumbered buyers: 40 funds closed out of IBDS and 35 opened new positions — a net loss of 5 holders — while 114 trimmed existing stakes and 206 added.
The largest buyer was Klingman & Associates, opening a new position worth an estimated $23.2M. The largest seller was Capital Advisors Inc, cutting an estimated $46.5M.
- 417 institutional investors held iShares iBonds Dec 2027 Term Corporate ETF (IBDS) as of Q2 2026, down from 429 in Q1 2026.
- Funds reported $2.79B of iShares iBonds Dec 2027 Term Corporate ETF stock for Q2 2026, down 2.2% quarter-over-quarter.
- 35 funds opened new iShares iBonds Dec 2027 Term Corporate ETF positions in Q2 2026 and 40 closed out, a net change of -5 holders.
- The largest iShares iBonds Dec 2027 Term Corporate ETF buyer in Q2 2026 was Klingman & Associates, an estimated $23.2M added.
- The largest iShares iBonds Dec 2027 Term Corporate ETF seller in Q2 2026 was Capital Advisors Inc, an estimated $46.5M sold.
Based on aggregated 13F filings for Q2 2026.