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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
TCOK
326
Trust Company of Kansas
Kansas
$364K -$15.9K -656 -4%
CWA
327
Crusonia Wealth Advisors
Colorado
$361K -$19.2K -789 -5%
ES
328
Eagle Strategies
New York
$355K +$1.77K +73 +0.5%
1WM
329
1900 Wealth Management
Texas
$352K
FF
330
Farnam Financial
Arizona
$349K +$349K +14,390 New
KAS
331
KPP Advisory Services
Kentucky
$348K +$37.4K +1,540 +12%
HCM
332
Hengehold Capital Management
Ohio
$346K -$49.1K -2,022 -12%
VFIC
333
Valley Forge Investment Consultants
Pennsylvania
$334K
PS
334
Principal Securities
Iowa
$331K +$33.5K +1,380 +11%
LNB
335
Ledyard National Bank
$331K
FJWM
336
Ferguson Johnson Wealth Management
Maryland
$326K
FFG
337
Fortune Financial Group
Florida
$325K +$325K +13,404 New
JLBC
338
J.L. Bainbridge & Co
Florida
$323K +$100K +4,127 +45%
EWP
339
Evergreen Wealth Partners
Montana
$318K -$1.09K -45 -0.3%
GCA
340
Gradient Capital Advisors
California
$316K
BFS
341
BridgePort Financial Solutions
Iowa
$311K -$435K -17,922 -58%
STA
342
Summit Trail Advisors
New York
$310K +$311K +12,800 New
IAIM
343
International Assets Investment Management
Florida
$306K
UCB
344
United Community Bank
South Carolina
$305K +$305K +12,580 New
Betterment LLC
345
Betterment LLC
New York
$302K +$54.6K +2,249 +22%
YWM
346
Yoder Wealth Management
California
$296K -$8.5K -350 -3%
SVWA
347
Sarver Vrooman Wealth Advisors
Missouri
$296K +$21K +867 +8%
MWP
348
Meredith Wealth Planning
Illinois
$291K +$1.07K +44 +0.4%
Fidelity Investments
349
Fidelity Investments
Massachusetts
$289K +$9.81K +404 +4%
MWM
350
Meridian Wealth Management
Kentucky
$288K +$288K +11,875 New

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.