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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
AGWCA
426
Annis Gardner Whiting Capital Advisors
Florida
$48.5K +$48.5K +2,000 New
CCWM
427
Cassaday & Co Wealth Management
Virginia
$43.1K +$43.1K +1,777 New
MGI
428
Miller Global Investments
Texas
$39.3K +$39.3K +1,620 New
LB
429
Legacy Bridge
Iowa
$34.4K
AssetMark Inc
430
AssetMark Inc
California
$31.9K
TBFA
431
Three Bearings Fiduciary Advisors
New Hampshire
$24.8K
EB
432
Eastern Bank
Massachusetts
$24.6K
M
433
MOTCO
Texas
$24K
AAG
434
Armstrong Advisory Group
Massachusetts
$20.7K
HBW
435
Hazlett, Burt & Watson
West Virginia
$20K +$170 +7 +0.8%
AF
436
Advisornet Financial
Minnesota
$19.7K +$121 +5 +0.6%
CT
437
Colonial Trust
South Carolina
$19.4K
BTI
438
Blue Trust Inc
Georgia
$19K +$146 +6 +0.8%
MWA
439
Medallion Wealth Advisors
Connecticut
$17.7K
VAI
440
Vanguard Advisers Inc
Pennsylvania
$17.3K +$17.4K +715 New
BCPWM
441
Bradley & Co Private Wealth Management
Florida
$15.2K
CI
442
CX Institutional
Indiana
$14K +$97 +4 +0.7%
FPB
443
First PREMIER Bank
South Dakota
$8K
TRCT
444
Tower Research Capital (TRC)
New York
$2.23K -$23.5K -968 -91%
CIM
445
Confluence Investment Management
Missouri
-$9.55M -393,499 Closed
SCM
446
Spreng Capital Management
Ohio
-$7.06M -290,835 Closed
IA
447
IFG Advisory
Georgia
-$1.57M -64,815 Closed
CP
448
Camelot Portfolios
Ohio
-$1.56M -64,448 Closed
DAS
449
Diversify Advisory Services
Utah
-$1.14M -47,042 Closed
HF
450
HRT Financial
New York
-$929K -38,296 Closed