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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

428 hedge funds and large institutions have $2.85B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2026 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 243 increasing their positions, 73 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 73

88% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 24

18% more funds holding in top 10

Funds holding in top 10: 22 → 26 (+4)

3% more funds holding

Funds holding: 414 → 428 (+14)

1% more capital invested

Capital invested by funds: $2.82B → $2.85B (+$34.3M)

3.37% less ownership

Funds ownership: 72.62% → 69.25% (-3.4%)

Holders
428
Holders Change
+14
Holders Change %
+3.38%
% of All Funds
5.27%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.32%
New
45
Increased
243
Reduced
73
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
Threadgill Financial
Texas
+$13.5M
2
UBS Group
UBS Group
Switzerland
+$8.76M
3
MFIM
Mesirow Financial Investment Management
Illinois
+$8.51M
4
Bank of America
Bank of America
North Carolina
+$7.59M
5
BFIM
Beese Fulmer Investment Management
Ohio
+$7.32M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$43.7M
2
KA
Klingman & Associates
New York
-$24.9M
3
VVP
Venture Visionary Partners
Ohio
-$14.3M
4
CIM
Confluence Investment Management
Missouri
-$9.55M
5
Wells Fargo
Wells Fargo
California
-$8.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$225M +$7.59M +312,522 +3%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$126M +$616K +25,381 +0.5%
Lido Advisors
3
Lido Advisors
California
$113M – – –
Morgan Stanley
4
Morgan Stanley
New York
$107M +$6.32M +260,402 +6%
UBS Group
5
UBS Group
Switzerland
$103M +$8.76M +360,887 +9%
HPC
6
HM Payson & Co
Maine
$100M -$2.54M -104,830 -2%
LPL Financial
7
LPL Financial
California
$83.3M +$4.6M +189,329 +6%
Raymond James Financial
8
Raymond James Financial
Florida
$81.8M +$689K +28,394 +0.8%
SVWAG
9
Sound View Wealth Advisors Group
Georgia
$49.7M +$1.61M +66,283 +3%
CAI
10
Capital Advisors Inc
Oklahoma
$46.9M +$2.21M +91,196 +5%
Ameriprise
11
Ameriprise
Minnesota
$44M +$2.4M +99,072 +6%
HighTower Advisors
12
HighTower Advisors
Illinois
$44M -$43.7M -1,799,646 Closed
CIA
13
Capital Investment Advisors
Georgia
$42.7M +$3.43M +141,293 +9%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$41.5M +$1.78M +73,327 +4%
Wells Fargo
15
Wells Fargo
California
$39.5M -$8.2M -337,947 -17%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$36M -$1.3M -53,747 -3%
GWA
17
Gratus Wealth Advisors
Virginia
$35.5M +$1.53M +63,140 +5%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$35.3M +$2.31M +95,096 +7%
TF
19
Threadgill Financial
Texas
$34.4M +$13.5M +554,192 +64%
KCM
20
Kathmere Capital Management
Pennsylvania
$33.2M +$2.73M +112,313 +9%
WIC
21
Woodmont Investment Counsel
Tennessee
$33M -$63.1K -2,601 -0.2%
SIC
22
Sigma Investment Counselors
Michigan
$31.4M +$451K +18,575 +1%
HCM
23
Howland Capital Management
Massachusetts
$30.8M +$783K +32,247 +3%
RW
24
RVW Wealth
California
$29.5M +$1.15M +47,339 +4%
Truist Financial
25
Truist Financial
North Carolina
$27.9M +$420K +17,315 +2%
1
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IBDS Hedge Fund Activity: Q1 2026 in Review

428 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) for Q1 2026, worth a combined $2.85B — up 1.2% from $2.82B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new IBDS positions and 24 closed out — a net gain of 21 holders — while 243 added to existing stakes and 73 trimmed.

The largest buyer was Threadgill Financial, adding an estimated $13.5M. The largest seller was HighTower Advisors, exiting entirely with an estimated $43.7M sold.

  • 428 institutional investors held iShares iBonds Dec 2027 Term Corporate ETF (IBDS) as of Q1 2026, up from 414 in Q4 2025.
  • Funds reported $2.85B of iShares iBonds Dec 2027 Term Corporate ETF stock for Q1 2026, up 1.2% quarter-over-quarter.
  • 45 funds opened new iShares iBonds Dec 2027 Term Corporate ETF positions in Q1 2026 and 24 closed out, a net change of +21 holders.
  • The largest iShares iBonds Dec 2027 Term Corporate ETF buyer in Q1 2026 was Threadgill Financial, an estimated $13.5M added.
  • The largest iShares iBonds Dec 2027 Term Corporate ETF seller in Q1 2026 was HighTower Advisors, an estimated $43.7M sold.

Based on aggregated 13F filings for Q1 2026.