We are live on ! Find out more
IBDS icon

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
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%