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iShares iBonds Dec 2027 Term Corporate ETF

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: 2226 (+4)

3% more funds holding

Funds holding: 414428 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
4WM
226
4J Wealth Management
Virginia
$1.13M +$137K +5,656 +14%
WFMPM
227
Woodley Farra Manion Portfolio Management
Indiana
$1.09M +$345K +14,192 +46%
BSSFA
228
Baron Silver Stevens Financial Advisors
Florida
$1.08M -$45.2K -1,862 -4%
CA
229
CGN Advisors
Kansas
$1.05M -$294K -12,118 -22%
MFA
230
Mayflower Financial Advisors
Massachusetts
$1.03M
DCM
231
Dudley Capital Management
Virginia
$1.02M +$194K +8,000 +23%
RBC
232
Romano Brothers & Co
Illinois
$997K +$116K +4,776 +13%
WP
233
Walleye Partners
Wisconsin
$966K -$83.3K -3,432 -8%
GCG
234
Gilbert Capital Group
Maine
$955K -$68K -2,802 -7%
TCRG
235
Twin Cities Retirement Group
Minnesota
$949K +$4.81K +198 +0.5%
TCCM
236
Timber Creek Capital Management
Massachusetts
$944K +$340 +14 +0%
OC
237
Oppenheimer & Co
New York
$928K +$45.2K +1,862 +5%
WCG
238
Weaver Consulting Group
California
$924K -$196K -8,079 -17%
DCU
239
Dara Capital US
Florida
$898K
AWM
240
Alterna Wealth Management
Texas
$888K +$26.2K +1,081 +3%
PIMG
241
Patriot Investment Management Group
Tennessee
$886K
SPIA
242
Steward Partners Investment Advisory
New York
$874K -$54.1K -2,229 -6%
FCH
243
Freestone Capital Holdings
Washington
$859K
FIB
244
First Interstate Bank
Montana
$854K
JBA
245
Johnson Bixby & Associates
Washington
$845K +$5.88K +242 +0.7%
FFA
246
Farther Finance Advisors
California
$839K +$110K +4,537 +15%
MOS
247
MGO One Seven
Ohio
$832K +$21K +867 +3%
HW
248
HORAN Wealth
Ohio
$829K
FIA
249
Foundations Investment Advisors
Arizona
$828K +$586K +24,127 +240%
AWP
250
Accretive Wealth Partners
New Jersey
$827K +$205K +8,430 +33%