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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
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%