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iShares iBonds Dec 2027 Term Corporate ETF
IBDS

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: 22 → 26 (+4)

3% more funds holding

Funds holding: 414 → 428 (+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
–

Top Buyers

1
TF
Threadgill Financial
Texas
+$13.5M
2
UBS Group
UBS Group
Switzerland
+$8.76M
3
MFIM
Mesirow Financial Investment Management
Illinois
+$8.51M
4
Bank of America
Bank of America
North Carolina
+$7.59M
5
BFIM
Beese Fulmer Investment Management
Ohio
+$7.32M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$43.7M
2
KA
Klingman & Associates
New York
-$24.9M
3
VVP
Venture Visionary Partners
Ohio
-$14.3M
4
CIM
Confluence Investment Management
Missouri
-$9.55M
5
Wells Fargo
Wells Fargo
California
-$8.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
AO
351
Advisor OS
Illinois
$282K -$144K -5,941 -34%
PTC
352
Private Trust Company
Ohio
$277K -$607 -25 -0.2%
CAG
353
Csenge Advisory Group
Florida
$276K +$276K +11,383 New
NLWP
354
Next Level Wealth Planning
Idaho
$276K – – –
HWM
355
Horizons Wealth Management
North Carolina
$273K +$25.4K +1,047 +10%
CFG
356
Cornerstone Financial Group
Nebraska
$272K +$2.86K +118 +1%
CHA
357
Cooper/Haims Advisors
New York
$260K – – –
HFA
358
Highland Financial Advisors
New Jersey
$257K – – –
CPIG
359
Chicago Partners Investment Group
Illinois
$255K +$2.69K +111 +1%
NGA
360
Naples Global Advisors
Florida
$255K -$607 -25 -0.2%
HA
361
Hanover Advisors
South Carolina
$254K -$13.9K -571 -5%
APP
362
Avantax Planning Partners
Iowa
$253K – – –
GA
363
Greenspring Advisors
Maryland
$250K – – –
PA
364
PSI Advisors
Florida
$246K +$40.1K +1,650 +19%
SI
365
Seeds Investor
New York
$244K +$245K +10,073 New
AFP
366
Arnold Financial Planning
Iowa
$242K +$243K +10,003 New
BWM
367
Briggs Wealth Management
Connecticut
$241K – – –
MIG
368
McGuire Investment Group
Rhode Island
$234K +$17.3K +714 +8%
Bessemer Group
369
Bessemer Group
New Jersey
$234K +$235K +9,667 New
GWM
370
Geneos Wealth Management
Colorado
$233K – – –
WSFS
371
Wilmington Savings Fund Society
Delaware
$233K – – –
SFB
372
STAR Financial Bank
Indiana
$232K -$1.55M -64,011 -87%
TPI
373
Trust Point Inc
Wisconsin
$232K +$232K +9,571 New
WCM
374
Whitener Capital Management
North Carolina
$228K +$228K +9,400 New
RA
375
Riverstone Advisors
Texas
$226K +$704 +29 +0.3%
13 14
15
16 17

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.