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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
CPWM
451
Cypress Point Wealth Management
Texas
– -$850K -35,000 Closed
FTUS
452
Flow Traders U.S.
New York
– -$685K -28,232 Closed
MMHP
453
Murphy Middleton Hinkle & Parker
Georgia
– -$1.72M -25,992 Closed
WJA
454
Willis Johnson & Associates
Texas
– -$341K -14,050 Closed
RWM
455
Ritholtz Wealth Management
New York
– -$301K -12,407 Closed
BWM
456
BCS Wealth Management
Tennessee
– -$281K -11,590 Closed
JESC
457
J.E. Simmons & Co
Texas
– -$261K -10,769 Closed
CA
458
Calton & Associates
Florida
– -$232K -9,546 Closed
BCV
459
Banque Cantonale Vaudoise
Switzerland
– -$185K -7,617 Closed
FHA
460
Flagship Harbor Advisors
Massachusetts
– -$131K -5,375 Closed
BF
461
BOK Financial
Oklahoma
– -$126K -5,207 Closed
SWM
462
SHP Wealth Management
Massachusetts
– -$3.69K -152 Closed
IIM
463
IFC & Insurance Marketing
California
– -$3K -110 Closed
15 16 17 18
19

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.