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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
ABC
151
Associated Banc-Corp
Wisconsin
$2.63M +$42.3K +1,744 +2%
CSP
152
Cary Street Partners
Virginia
$2.62M +$37.9K +1,561 +1%
CIA
153
Covington Investment Advisors
Pennsylvania
$2.55M +$57.1K +2,352 +2%
MSWM
154
McGlone Suttner Wealth Management
Wisconsin
$2.53M +$181K +7,442 +8%
FFG
155
Foundry Financial Group
New Hampshire
$2.51M -$61.5K -2,535 -2%
AA
156
Addison Advisors
Vermont
$2.49M +$267K +10,990 +12%
PAG
157
Private Advisor Group
New Jersey
$2.49M +$526K +21,668 +27%
SMC
158
Smith, Moore & Co
Missouri
$2.45M -$299K -12,323 -11%
KTM
159
Keeler Thomas Management
Utah
$2.43M -$2.94M -121,108 -55%
KPWS
160
Kestra Private Wealth Services
Texas
$2.41M +$299K +12,330 +14%
1L
161
10Elms LLP
Oklahoma
$2.38M +$1.49M +61,489 +168%
CL
162
COWA LLC
Oklahoma
$2.31M -$357K -14,687 Closed
CA
163
Centennial Advisors
Texas
$2.28M -$216K -8,912 -9%
CTA
164
Chesley Taft & Associates
Illinois
$2.17M +$68.8K +2,834 +3%
FMWA
165
Forvis Mazars Wealth Advisors
Missouri
$2.15M
SFA
166
Sequoia Financial Advisors
Ohio
$2.14M +$200K +8,220 +10%
FA
167
FF Advisors
California
$2.14M -$1.4M -57,507 -39%
WA
168
Wealthstar Advisors
Texas
$2.14M +$69.1K +2,846 +3%
AIA
169
AssuredPartners Investment Advisors
Florida
$2.13M +$2.14M +88,262 New
RRA
170
Round Rock Advisors
Connecticut
$2.1M +$2.16K +89 +0.1%
GHA
171
Granite Harbor Advisors
Texas
$2.06M +$594K +24,487 +40%
HAC
172
Harbor Advisory Corp
New Hampshire
$2.02M +$175K +7,200 +9%
RBC
173
Roble Belko & Company
Pennsylvania
$2.02M +$1.51M +62,370 +297%
Fifth Third Bancorp
174
Fifth Third Bancorp
Ohio
$2.02M +$1.8M +74,061 +814%
WI
175
WrapManager Inc
California
$1.96M +$45.5K +1,873 +2%