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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
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%