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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
JIR
201
James Investment Research
Ohio
$1.42M -$48.4K -1,993 -3%
DC
202
Davenport & Co
Virginia
$1.41M -$607 -25 -0%
OPOWM
203
One Plus One Wealth Management
Florida
$1.39M +$73.3K +3,019 +6%
GAM
204
Gould Asset Management
California
$1.38M +$121 +5 +0%
RWP
205
Reliant Wealth Planning
Kentucky
$1.37M +$11K +452 +0.8%
MB
206
MidFirst Bank
Oklahoma
$1.35M +$41.3K +1,700 +3%
PSIWM
207
Paradigm Strategies in Wealth Management
Minnesota
$1.34M -$136K -5,606 -9%
Bank of New York Mellon
208
Bank of New York Mellon
New York
$1.32M +$357K +14,713 +37%
S
209
SignatureFD
Georgia
$1.3M +$1.07M +44,004 +464%
EW
210
Element Wealth
Mississippi
$1.28M +$28.4K +1,172 +2%
RFN
211
Redwood Financial Network
Ohio
$1.27M +$54.5K +2,245 +4%
HBT
212
Hills Bank & Trust
Iowa
$1.25M +$1.25M +51,437 New
ACS
213
Archford Capital Strategies
Illinois
$1.22M -$19.2K -789 -2%
PNC Financial Services Group
214
PNC Financial Services Group
Pennsylvania
$1.21M +$268K +11,055 +28%
BFA
215
Beaumont Financial Advisors
Massachusetts
$1.2M +$1.2M +49,557 New
BSAM
216
Blue Square Asset Management
New York
$1.2M -$24.1K -991 -2%
PCIA
217
Prime Capital Investment Advisors
Kansas
$1.19M -$549K -22,606 -31%
Rockefeller Capital Management
218
Rockefeller Capital Management
New York
$1.19M +$3.81K +157 +0.3%
MFWP
219
Mosaic Family Wealth Partners
Missouri
$1.18M +$634K +26,133 +117%
WB
220
WesBanco Bank
West Virginia
$1.17M -$143K -5,903 -11%
DWM
221
Diversify Wealth Management
Utah
$1.16M +$1.16M +47,931 New
FNB
222
Farmers National Bank
Kentucky
$1.14M +$5K +206 +0.4%
BL
223
Balentine LLC
Georgia
$1.14M +$7.01K +289 +0.6%
ATC
224
Adirondack Trust Company
New York
$1.13M +$56.9K +2,344 +5%
JCM
225
Jacobi Capital Management
Pennsylvania
$1.13M +$121K +4,980 +12%