iShares iBonds Dec 2027 Term Corporate ETF
IBDS
416 hedge funds and large institutions have $2.8B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2026 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 206 increasing their positions, 113 reducing their positions, and 39 closing their positions.
82% more repeat investments, than reductions
Existing positions increased: 206 | Existing positions reduced: 113
0.86% less ownership
Funds ownership: 69.25% → 68.39% (-0.86%)
2% less capital invested
Capital invested by funds: $2.85B → $2.8B (-$54.7M)
3% less funds holding
Funds holding: 428 → 416 (-12)
10% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 39
38% less funds holding in top 10
Funds holding in top 10: 26 → 16 (-10)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KA
Klingman & Associates
New York
|
+$23.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$10.2M |
| 3 |
MIG
McGuire Investment Group
Wakefield,
Rhode Island
|
+$9.86M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$9.22M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$8.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
-$46.5M |
| 2 |
TF
Threadgill Financial
Spring,
Texas
|
-$34.4M |
| 3 |
TCM
TABR Capital Management
Orange,
California
|
-$24M |
| 4 |
FIBOI
First International Bank of Israel
Tel Aviv,
|
-$10.2M |
| 5 |
CFS
Commonwealth Financial Services
Vienna,
West Virginia
|
-$7.31M |
IBDS Hedge Fund Activity: Q2 2026 in Review
416 institutional investors reported a position in iShares iBonds Dec 2027 Term Corporate ETF (IBDS) for Q2 2026, worth a combined $2.8B — down 1.9% from $2.85B a quarter earlier.
Sellers outnumbered buyers: 39 funds closed out of IBDS and 35 opened new positions — a net loss of 4 holders — while 113 trimmed existing stakes and 206 added.
The largest buyer was Klingman & Associates, opening a new position worth an estimated $23.2M. The largest seller was Capital Advisors Inc, cutting an estimated $46.5M.
- 416 institutional investors held iShares iBonds Dec 2027 Term Corporate ETF (IBDS) as of Q2 2026, down from 428 in Q1 2026.
- Funds reported $2.8B of iShares iBonds Dec 2027 Term Corporate ETF stock for Q2 2026, down 1.9% quarter-over-quarter.
- 35 funds opened new iShares iBonds Dec 2027 Term Corporate ETF positions in Q2 2026 and 39 closed out, a net change of -4 holders.
- The largest iShares iBonds Dec 2027 Term Corporate ETF buyer in Q2 2026 was Klingman & Associates, an estimated $23.2M added.
- The largest iShares iBonds Dec 2027 Term Corporate ETF seller in Q2 2026 was Capital Advisors Inc, an estimated $46.5M sold.
Based on aggregated 13F filings for Q2 2026.