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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
FAL
251
Focused Alpha LLC
Colorado
$827K +$11.3K +467 +1%
RSEWM
252
River's Edge Wealth Management
Pennsylvania
$825K +$23.6K +972 +3%
FNBTCON
253
First National Bank & Trust Co of Newtown
Pennsylvania
$824K
WANY
254
Wealthspire Advisors (New York)
New York
$818K
KOMWMG
255
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$812K +$148K +6,096 +22%
DSC
256
Duncker Streett & Co
Missouri
$803K +$235K +9,680 +41%
BCM
257
Brookstone Capital Management
Illinois
$782K -$8.42K -347 -1%
BONH
258
Bank of New Hampshire
New Hampshire
$782K +$17K +700 +2%
CPW
259
Cove Private Wealth
New York
$776K +$777K +32,000 New
AWM
260
Aprio Wealth Management
Georgia
$767K +$768K +31,643 New
NB
261
Northwest Bancshares
Pennsylvania
$766K -$5.1K -210 -0.7%
MIFH
262
Migdal Insurance & Financial Holdings
Israel
$761K -$191K -7,888 -20%
AWA
263
Arkadios Wealth Advisors
Georgia
$757K +$758K +31,214 New
SFO
264
Stokes Family Office
Louisiana
$748K
Baird Financial Group
265
Baird Financial Group
Wisconsin
$736K +$124K +5,118 +20%
T
266
Tableaux
Massachusetts
$735K +$249K +10,271 +51%
DWM
267
DecisionMap Wealth Management
Virginia
$723K +$16.8K +692 +2%
WWM
268
Walser Wealth Management
Florida
$719K +$720K +29,655 New
ASN
269
Advisory Services Network
Georgia
$716K -$133K -5,462 -16%
AWMG
270
ADG Wealth Management Group
Louisiana
$711K +$136K +5,600 +24%
PFA
271
Pure Financial Advisors
California
$702K +$44K +1,814 +7%
TFS
272
Thoroughbred Financial Services
Tennessee
$696K +$20.2K +833 +3%
Neuberger Berman Group
273
Neuberger Berman Group
New York
$687K
SWG
274
Summit Wealth Group
Vermont
$673K
AGP
275
Autumn Glory Partners
Texas
$669K +$728 +30 +0.1%