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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
MWM
376
Maridea Wealth Management
New York
$223K -$6.94K -286 -3%
MAG
377
M3 Advisory Group
Massachusetts
$222K – – –
WIA
378
World Investment Advisors
California
$221K +$825 +34 +0.4%
HSG
379
Helen Stephens Group
Texas
$221K +$221K +9,103 New
LFAS
380
Level Four Advisory Services
Texas
$220K +$97 +4 +0%
MWA
381
Midland Wealth Advisors
Illinois
$220K +$9.9K +408 +5%
DAS
382
Daybright Advisory Services
Florida
$218K +$1.53K +63 +0.7%
CL
383
Choreo LLC
Illinois
$216K +$216K +8,907 New
ML
384
MLP3 LLC
New Jersey
$215K -$215K -8,875 Closed
CWS
385
Cypress Wealth Services
California
$215K – – –
MWM
386
MinichMacGregor Wealth Management
New York
$209K – – –
EAM
387
Empirical Asset Management
Massachusetts
$209K – – –
SC
388
Scotia Capital
Ontario, Canada
$206K – – –
KeyBank National Association
389
KeyBank National Association
Ohio
$206K +$206K +8,500 New
SPA
390
Sentinel Pension Advisors
Massachusetts
$205K +$1.43K +59 +0.7%
AA
391
Alesco Advisors
New York
$202K – – –
BWL
392
Bogart Wealth LLC
Virginia
$201K +$64.9K +2,673 +48%
OHWP
393
Oak Harbor Wealth Partners
North Carolina
$181K +$5.29K +218 +3%
TC
394
Trust Company
Kansas
$168K +$583 +24 +0.3%
PWA
395
Physician Wealth Advisors
Utah
$165K +$113K +4,655 +215%
HA
396
Hyposwiss Advisors
$154K – – –
BA
397
Ballast Advisors
Minnesota
$150K – – –
ATPW
398
Ashton Thomas Private Wealth
Arizona
$149K +$149K +6,155 New
FRA
399
Front Row Advisors
California
$142K +$40.1K +1,650 +39%
BCCM
400
Black Cypress Capital Management
Florida
$141K +$60.7K +2,500 +76%
14 15
16
17 18

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.