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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
TF
126
TLWM Financial
Texas
$4.02M -$19.1K -788 -0.5%
MA
127
MONECO Advisors
Connecticut
$3.86M +$217K +8,934 +6%
PA
128
Probity Advisors
Texas
$3.6M -$2.08M -85,704 -37%
EPW
129
Evergreen Private Wealth
Colorado
$3.59M +$45.7K +1,881 +1%
BI
130
Breachway Investments
Rhode Island
$3.55M +$85.4K +3,520 +2%
PWP
131
Precedent Wealth Partners
Texas
$3.53M +$142K +5,844 +4%
Wealth Enhancement Advisory Services
132
Wealth Enhancement Advisory Services
Minnesota
$3.48M +$471K +19,423 +16%
WWM
133
WJ Wealth Management
Arizona
$3.47M +$161K +6,619 +5%
SWA
134
Sightline Wealth Advisors
Connecticut
$3.41M -$1.26M -51,958 -27%
MW
135
Members Wealth
Pennsylvania
$3.34M -$191K -7,880 -5%
FWMM
136
Foundation Wealth Management (Missouri)
Missouri
$3.32M +$3.32M +136,758 New
SP
137
Stonebrook Private
Michigan
$3.28M +$114K +4,705 +4%
GWCM
138
Godshalk Welsh Capital Management
Pennsylvania
$3.04M +$333K +13,710 +12%
HIA
139
Harbor Investment Advisory
Maryland
$2.95M +$447K +18,402 +18%
IAN
140
Integrated Advisors Network
Texas
$2.94M +$378K +15,575 +15%
TC
141
TFR Capital
Texas
$2.89M +$1.08M +44,415 +59%
Mariner
142
Mariner
Kansas
$2.87M +$105K +4,316 +4%
LF
143
LifePlan Financial
Minnesota
$2.84M +$175K +7,205 +7%
First Manhattan
144
First Manhattan
New York
$2.84M +$622K +25,635 +28%
MIM
145
MTM Investment Management
South Carolina
$2.78M +$252K +10,378 +10%
EWS
146
Evergreen Wealth Solutions
Pennsylvania
$2.76M +$2.38M +97,867 +615%
FCM
147
Fortis Capital Management
Washington
$2.74M -$38.3K -1,576 -1%
RWM
148
Riverchase Wealth Management
Texas
$2.68M +$39.5K +1,626 +1%
MSRI
149
Michael S. Ryan Inc
New York
$2.68M +$108K +4,459 +4%
RPC
150
Rossmore Private Capital
Connecticut
$2.67M +$180K +7,396 +7%