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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
SHA
276
Seneca House Advisors
Virginia
$657K +$423K +17,423 +180%
TWC
277
TD Waterhouse Canada
Ontario, Canada
$647K +$35.6K +1,465 +6%
SG
278
StoneX Group
New York
$644K +$81K +3,337 +14%
AM
279
Atwater Malick
Pennsylvania
$637K +$33.1K +1,363 +5%
DWT
280
Dorsey & Whitney Trust
South Dakota
$630K
DP
281
Dearborn Partners
Illinois
$626K +$18.3K +752 +3%
PP
282
Prosperity Planning
Missouri
$615K
Koshinski Asset Management
283
Koshinski Asset Management
Illinois
$596K +$57.4K +2,364 +11%
WAS
284
Wealth Advisory Solutions
Indiana
$587K +$37.3K +1,536 +7%
SWP
285
Summit Wealth Partners
Florida
$586K
RSWA
286
Robinson Smith Wealth Advisors
Maine
$585K
VHAM
287
Van Hulzen Asset Management
California
$577K +$303K +12,493 +111%
HC
288
Hurley Capital
New York
$576K +$1.31K +54 +0.2%
GC
289
Gilbert & Cook
Iowa
$569K -$75K -3,089 -12%
AWAU
290
Alliance Wealth Advisors (Utah)
Utah
$564K -$842K -34,672 Closed
SWM
291
Spire Wealth Management
Virginia
$552K +$519K +21,365 +1,522%
AT
292
American Trust
Kentucky
$547K
BAM
293
Belpointe Asset Management
Nevada
$545K +$48.6K +2,001 +10%
PWA
294
Provenance Wealth Advisors
Florida
$534K -$50K -2,060 -9%
SPWM
295
Straight Path Wealth Management
Michigan
$531K +$21.5K +886 +4%
SWASL
296
Spartan Wealth Advisory Services LLC
Michigan
$526K +$527K +21,712 New
SL
297
Summitry LLC
California
$503K +$214K +8,807 +74%
SF
298
Summit Financial
New Jersey
$496K +$497K +20,472 New
AA
299
Ancora Advisors
Ohio
$475K +$24 +1 +0%
LF
300
Lee Financial
Texas
$471K +$472K +19,430 New