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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
Cetera Investment Advisers
76
Cetera Investment Advisers
Illinois
$7.12M +$212K +8,732 +3%
PA
77
Parallel Advisors
California
$6.88M +$549K +22,629 +9%
PWM
78
Praetorian Wealth Management
California
$6.85M +$401K +16,521 +6%
IF
79
Ironwood Financial
Arizona
$6.81M +$478K +19,676 +8%
MAS
80
Madden Advisory Services
Florida
$6.8M +$916K +37,740 +16%
UCFA
81
United Capital Financial Advisors
Texas
$6.76M +$2.65M +109,298 +64%
HA
82
Hamel Associates
New Jersey
$6.61M +$307K +12,633 +5%
OIA
83
OneDigital Investment Advisors
Kansas
$6.6M +$20.1K +827 +0.3%
IWC
84
Integrated Wealth Concepts
Massachusetts
$6.53M +$1.65M +67,771 +34%
AUB
85
Atlantic Union Bankshares
Virginia
$6.43M +$22.5K +927 +0.4%
Cambridge Investment Research Advisors
86
Cambridge Investment Research Advisors
Iowa
$6.38M +$328K +13,515 +5%
SWMG
87
Signature Wealth Management Group
Georgia
$6.3M -$9.52K -392 -0.2%
LIA
88
LBMC Investment Advisors
Tennessee
$6.28M +$6.29M +259,209 New
SWA
89
Sax Wealth Advisors
New Jersey
$6.26M
EH
90
Equitable Holdings
New York
$6.24M +$4.2M +172,819 +205%
MWM
91
Modern Wealth Management
Kansas
$6.23M +$1.06M +43,816 +20%
MA
92
MCF Advisors
Kentucky
$6.1M +$247K +10,155 +4%
QFA
93
Quantum Financial Advisors
California
$6.07M +$1.3M +53,614 +27%
Thrivent Financial for Lutherans
94
Thrivent Financial for Lutherans
Minnesota
$5.97M +$1.78M +73,509 +43%
WPW
95
Winthrop Partners - WNY
New York
$5.94M +$127K +5,230 +2%
SCA
96
Snowden Capital Advisors
New York
$5.94M
JP Morgan Chase
97
JP Morgan Chase
New York
$5.92M +$3.04M +125,060 +105%
Jones Financial Companies
98
Jones Financial Companies
Missouri
$5.86M +$1.54M +63,277 +35%
SCG
99
Sonata Capital Group
Washington
$5.74M +$26.3K +1,085 +0.5%
RCA
100
Resonant Capital Advisors
Wisconsin
$5.66M +$150K +6,196 +3%