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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
MML Investors Services
301
MML Investors Services
Massachusetts
$457K -$64.4K -2,653 -12%
SL
302
Sentinus LLC
Illinois
$453K +$125K +5,144 +38%
LW
303
Livet Wealth
Utah
$452K +$453K +18,649 New
WIM
304
Wiregrass Investment Management
Georgia
$448K +$85K +3,500 +23%
CFMC
305
Curbstone Financial Management Corp
New Hampshire
$448K +$449K +18,490 New
SRC
306
Shufro Rose & Co
New York
$440K
CT
307
Clearstead Trust
Maine
$440K +$8.08K +333 +2%
AMM
308
American Money Management
California
$431K +$49 +2 +0%
CFO
309
CVA Family Office
Colorado
$426K
PJSIMP
310
P.J. Schmidt Investment Management (PJS)
Wisconsin
$421K
SQA
311
Simon Quick Advisors
New Jersey
$414K
KCA
312
Kastel Capital Advisors
Massachusetts
$411K
BSG
313
Black Swift Group
Colorado
$406K -$97.1K -4,000 -19%
MCM
314
Mattern Capital Management
Colorado
$403K -$150K -6,165 -27%
MIH
315
Meitav Investment House
Israel
$397K -$184K -7,586 -32%
NDSI
316
Newman Dignan & Sheerar Inc
Rhode Island
$395K +$49 +2 +0%
AWE
317
Avidian Wealth Enterprises
Texas
$392K +$393K +16,185 New
WA
318
Waverly Advisors
Alabama
$387K +$388K +15,980 New
BFP
319
Beacon Financial Planning
Massachusetts
$386K +$387K +15,941 New
MA
320
Mutual Advisors
Nebraska
$379K +$2.79K +115 +0.7%
MC
321
Moors & Cabot
Massachusetts
$373K +$373K +15,382 New
PHIC
322
Pine Haven Investment Counsel
Massachusetts
$368K +$12.1K +500 +3%
FAC
323
Financial Advisory Corporation
Michigan
$368K +$2.55K +105 +0.7%
HI
324
Harbour Investments
Wisconsin
$367K +$71.7K +2,954 +24%
CCM
325
CFO Capital Management
Connecticut
$364K +$76.6K +3,156 +27%