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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
Stifel Financial
26
Stifel Financial
Missouri
$24.7M -$2.32M -95,547 -9%
KAS
27
Kestra Advisory Services
Texas
$24.3M +$4.9M +201,891 +25%
TCM
28
TABR Capital Management
California
$24M +$752K +30,999 +3%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$23.9M +$1.5M +61,789 +7%
KA
30
Klingman & Associates
New York
$23.9M -$24.9M -1,027,244 Closed
WCP
31
Wick Capital Partners
Pennsylvania
$21.7M +$2.08M +85,593 +11%
MCM
32
MV Capital Management
Maryland
$20.8M +$1.31M +54,102 +7%
BEI
33
Benjamin Edwards Inc
Missouri
$19.1M +$1.4M +57,674 +8%
SAM
34
Summit Asset Management
Tennessee
$18.7M +$227K +9,337 +1%
R
35
Rebalance
California
$18.4M -$314K -12,933 -2%
NA
36
NewEdge Advisors
Louisiana
$18.4M +$805K +33,169 +5%
Focus Partners Wealth
37
Focus Partners Wealth
Massachusetts
$18.3M +$592K +24,395 +3%
MYLI
38
Meiji Yasuda Life Insurance
Japan
$18.3M +$4.54M +187,000 +33%
GT
39
Glenview Trust
Kentucky
$17.9M -$48.1K -1,983 -0.3%
MFIM
40
Mesirow Financial Investment Management
Illinois
$17.9M +$8.51M +350,719 +90%
US Bancorp
41
US Bancorp
Minnesota
$17M +$782K +32,218 +5%
ST
42
Spinnaker Trust
Maine
$16.5M +$2.28M +93,956 +16%
SA
43
Sanctuary Advisors
Indiana
$16.1M +$705K +29,041 +5%
SWP
44
Stratos Wealth Partners
Ohio
$15.5M – – –
SG
45
Strid Group
Pennsylvania
$14.9M +$2.09M +86,127 +16%
CTC
46
Central Trust Company
Missouri
$14.9M +$273K +11,254 +2%
BlackRock
47
BlackRock
New York
$14.3M +$5.35M +220,586 +60%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$14.1M +$2M +82,392 +16%
FNT
49
First National Trust
Pennsylvania
$14.1M +$3.44M +141,659 +32%
VVP
50
Venture Visionary Partners
Ohio
$13.9M -$14.3M -588,674 -51%
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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.