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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
HFRG
101
Houlihan Financial Resource Group
Virginia
$5.65M +$2.58M +106,272 +84%
KF
102
Krilogy Financial
Missouri
$5.4M +$44.4K +1,829 +0.8%
CBT
103
Crews Bank & Trust
Florida
$5.39M +$235K +9,685 +5%
Janney Montgomery Scott
104
Janney Montgomery Scott
Pennsylvania
$5.39M +$11.6K +476 +0.2%
DSA
105
Droms Strauss Advisors
Missouri
$5.34M -$24.6K -1,012 -0.5%
GPA
106
Guidance Point Advisors
Massachusetts
$5.27M
4FG
107
4Thought Financial Group
New York
$5.26M +$72.2K +2,974 +1%
EL
108
ES4 LLC
California
$5.23M +$36.4K +1,498 +0.7%
HBT
109
Heartland Bank & Trust
Illinois
$5.04M +$272K +11,219 +6%
LWL
110
Leo Wealth LLC
Texas
$4.93M +$139K +5,716 +3%
PIM
111
Penobscot Investment Management
Massachusetts
$4.92M +$86.2K +3,550 +2%
CCWA
112
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.87M +$1.15M +47,209 +31%
VWMG
113
Virginia Wealth Management Group
Virginia
$4.84M -$23.5K -970 -0.5%
HW
114
Hancock Whitney
Mississippi
$4.67M +$287K +11,825 +7%
FBB
115
Fulton Breakefield Broenniman
Maryland
$4.6M +$290K +11,942 +7%
CPIA
116
Cornell Pochily Investment Advisors
New York
$4.53M +$738K +30,400 +19%
SFS
117
Sowell Financial Services
Arkansas
$4.51M +$70.5K +2,904 +2%
VA
118
Valmark Advisers
Ohio
$4.51M
PFS
119
Prospera Financial Services
Texas
$4.29M
RF
120
Robbins Farley
New Hampshire
$4.19M +$164K +6,759 +4%
RFC
121
Regions Financial Corp
Alabama
$4.15M +$911K +37,538 +28%
CTWM
122
Cherry Tree Wealth Management
Minnesota
$4.15M -$69.3K -2,856 -2%
Osaic Holdings
123
Osaic Holdings
Arizona
$4.13M -$51.8K -2,134 -1%
GDP
124
Great Diamond Partners
Maine
$4.12M +$432K +17,805 +12%
LWANC
125
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.06M +$109K +4,477 +3%