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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
ACA
401
Aptus Capital Advisors
Alabama
$140K -$10.6K -436 -7%
TC
402
Truvestments Capital
Florida
$129K +$129K +5,318 New
IWS
403
Intentional Wealth Strategies
Colorado
$127K +$127K +5,244 New
GI
404
GAMMA Investing
California
$116K
National Bank of Canada
405
National Bank of Canada
Quebec, Canada
$110K +$49.3K +2,030 +80%
CT
406
Coastline Trust
Rhode Island
$106K
Bank of Montreal
407
Bank of Montreal
Ontario, Canada
$105K -$866K -35,673 -89%
AF
408
Align Financial
Minnesota
$104K -$2.41M -99,315 -96%
AWM
409
AE Wealth Management
Kansas
$100K
HWA
410
HHM Wealth Advisors
Tennessee
$90.9K
CB
411
CNB Bank
Pennsylvania
$89.8K -$874 -36 -1%
KOCAA
412
Knights of Columbus Asset Advisors
Connecticut
$88.6K
BOJHT
413
Bank of Jackson Hole Trust
Wyoming
$85.4K
GSEP
414
Golden State Equity Partners
California
$84.8K +$85K +3,500 New
OCM
415
Orion Capital Management
California
$80K +$80.1K +3,300 New
ADL
416
Asset Dedication LLC
California
$78.7K
PB
417
Pinnacle Bancorp
Nebraska
$77K
NF
418
Napier Financial
Massachusetts
$68.8K +$68.9K +2,838 New
Barclays
419
Barclays
United Kingdom
$66.2K
BCM
420
Boreal Capital Management
Florida
$65.4K
SS
421
Sunbelt Securities
Texas
$65.4K
ME
422
McIlrath & Eck
Washington
$62.8K +$437 +18 +0.7%
BFS
423
Burkett Financial Services
South Carolina
$58.2K -$2.4K -99 -4%
BFP
424
Birchwood Financial Partners
Minnesota
$50.6K +$340 +14 +0.7%
BCWM
425
Bartlett & Co Wealth Management
Ohio
$48.5K