We are live on ! Find out more
IBDS icon

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
LWM
51
Lyell Wealth Management
California
$13.5M +$843K +34,720 +7%
NG
52
Novem Group
New York
$12.6M +$2.66M +109,573 +27%
EWA
53
EP Wealth Advisors
California
$12.4M -$118K -4,852 -0.9%
BPA
54
Beacon Pointe Advisors
California
$11.7M +$1.13M +46,459 +11%
NG
55
Northstar Group
New York
$11.7M
CFS
56
Commonwealth Financial Services
West Virginia
$11.3M +$784K +32,281 +7%
BFIM
57
Beese Fulmer Investment Management
Ohio
$10.9M +$7.32M +301,620 +201%
AF
58
Arrow Financial
New York
$10.5M -$3.44M -141,816 -25%
WCM
59
Windsor Capital Management
Arizona
$10.5M
FIBOI
60
First International Bank of Israel
$10.2M -$101K -4,147 -1%
CP
61
Cornerstone Planning
North Carolina
$9.67M +$964K +39,692 +11%
AF
62
Allworth Financial
California
$9.66M +$301K +12,415 +3%
IA
63
IFP Advisors
Florida
$9.11M +$1.99M +81,818 +28%
AIA
64
Arcadia Investment Advisors
Idaho
$9.1M +$537K +22,139 +6%
MFG
65
Merit Financial Group
Georgia
$8.59M +$1.26M +51,714 +17%
PWS
66
Peloton Wealth Strategists
Indiana
$8.53M +$33.9K +1,395 +0.4%
I
67
InvesTrust
Oklahoma
$8.43M +$94.5K +3,894 +1%
PPWM
68
PFG Private Wealth Management
Florida
$8.19M +$251K +10,329 +3%
AI
69
Atria Investments
North Carolina
$8.11M +$293K +12,059 +4%
MMA
70
Miracle Mile Advisors
California
$8.02M +$2.92M +120,242 +57%
E3F
71
Eight 31 Financial
Texas
$7.98M -$194K -7,986 -2%
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
$7.85M +$4.53M +186,515 +136%
Creative Planning
73
Creative Planning
Kansas
$7.62M -$806K -33,211 -10%
LIM
74
Leavell Investment Management
Alabama
$7.6M +$1.11M +45,804 +17%
KNW
75
Kesler Norman & Wride
Utah
$7.45M +$137K +5,647 +2%