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iShares iBonds Dec 2027 Term Corporate ETF

364 hedge funds and large institutions have $2.41B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 192 increasing their positions, 85 reducing their positions, and 16 closing their positions.

Holders
364
Holders Change
+2
Holders Change %
+0.55%
% of All Funds
4.89%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.31%
New
29
Increased
192
Reduced
85
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$197M 8,112,244 +76,184 +0.9%
LWANC
2
Laurel Wealth Advisors (North Carolina)
North Carolina
$153M 3,701,526 +3,550,869 +2,357%
CAI
3
Capital Advisors Inc
Oklahoma
$102M 4,212,231 +198,083 +5%
Morgan Stanley
4
Morgan Stanley
New York
$96.6M 3,979,182 +207,984 +6%
Lido Advisors
5
Lido Advisors
California
Raymond James Financial
6
Raymond James Financial
Florida
$74.6M 3,075,615 +266,303 +9%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$68.3M 2,814,444 +306,166 +12%
ACA
8
Aptus Capital Advisors
Alabama
$62.7M 2,581,593 +156,316 +6%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$59.6M 2,454,384 +147,062 +6%
LPL Financial
10
LPL Financial
California
$51.2M 2,108,441 -1,975 -0.1%
Wells Fargo
11
Wells Fargo
California
$44.1M 1,818,717 -27,524 -1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$36.7M 1,511,525 +33,173 +2%
Ameriprise
13
Ameriprise
Minnesota
$36.4M 1,501,886 +236,150 +19%
WIC
14
Woodmont Investment Counsel
Tennessee
$35.8M 1,474,249 +42,117 +3%
HighTower Advisors
15
HighTower Advisors
Illinois
$34.8M 1,435,397 +34,769 +2%
CIA
16
Capital Investment Advisors
Georgia
$32M 1,319,977 -763,291 -37%
SVWAG
17
Sound View Wealth Advisors Group
Georgia
$32M 1,319,610 +159,773 +14%
GWA
18
Gratus Wealth Advisors
Virginia
$31.7M 1,307,775 +25,856 +2%
SIC
19
Sigma Investment Counselors
Michigan
$28.5M 1,173,113 +43,148 +4%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$27.8M 1,144,457 +49,948 +5%
Truist Financial
21
Truist Financial
North Carolina
$27.6M 1,136,637 -15,174 -1%
KCM
22
Kathmere Capital Management
Pennsylvania
$27.2M 1,121,733 +38,351 +4%
HCM
23
Howland Capital Management
Massachusetts
$25.6M 1,056,059 +51,029 +5%
TCM
24
TABR Capital Management
California
$25.5M 1,049,451 +17,009 +2%
RW
25
RVW Wealth
California
$24.8M 1,022,940 +55,018 +6%