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iShares iBonds Dec 2027 Term Corporate ETF

371 hedge funds and large institutions have $2.48B invested in iShares iBonds Dec 2027 Term Corporate ETF in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 203 increasing their positions, 77 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
371
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WANY
226
Wealthspire Advisors (New York)
New York
$821K
Rockefeller Capital Management
227
Rockefeller Capital Management
New York
$821K
BCM
228
Brookstone Capital Management
Illinois
$811K
PWA
229
Provenance Wealth Advisors
Florida
$802K
BFS
230
BridgePort Financial Solutions
Iowa
$785K
NB
231
Northwest Bancshares
Pennsylvania
$777K
BONH
232
Bank of New Hampshire
New Hampshire
$769K
SFO
233
Stokes Family Office
Louisiana
$751K
CSIA
234
Conrad Siegel Investment Advisors
Pennsylvania
$735K
TC
235
TFR Capital
Texas
$709K
PIMG
236
Patriot Investment Management Group
Tennessee
$690K
AGP
237
Autumn Glory Partners
Texas
$669K
DWT
238
Dorsey & Whitney Trust
South Dakota
$633K
WFMPM
239
Woodley Farra Manion Portfolio Management
Indiana
$631K
DP
240
Dearborn Partners
Illinois
$617K
DWM
241
DecisionMap Wealth Management
Virginia
$614K
Baird Financial Group
242
Baird Financial Group
Wisconsin
$593K
TFS
243
Thoroughbred Financial Services
Tennessee
$588K
RSWA
244
Robinson Smith Wealth Advisors
Maine
$587K
Bank of Montreal
245
Bank of Montreal
Ontario, Canada
$577K
HC
246
Hurley Capital
New York
$573K
SRC
247
Shufro Rose & Co
New York
$571K
DSC
248
Duncker Streett & Co
Missouri
$571K
TWC
249
TD Waterhouse Canada
Ontario, Canada
$564K
MCM
250
Mattern Capital Management
Colorado
$555K