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iShares iBonds Dec 2027 Term Corporate ETF

365 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, 193 increasing their positions, 85 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
365
Holders Change
+3
Holders Change %
+0.83%
% of All Funds
4.9%
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
193
Reduced
85
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PFM
226
Phillips Financial Management
Indiana
$776K
JBA
227
Johnson Bixby & Associates
Washington
$775K +$54.2K +2,235 +8%
Bank of New York Mellon
228
Bank of New York Mellon
New York
$764K -$59.9K -2,467 -7%
PNC Financial Services Group
229
PNC Financial Services Group
Pennsylvania
$762K +$146 +6 +0%
BONH
230
Bank of New Hampshire
New Hampshire
$761K +$4.01K +165 +0.5%
SFO
231
Stokes Family Office
Louisiana
$749K -$60.7K -2,500 -7%
MML Investors Services
232
MML Investors Services
Massachusetts
$734K -$732K -30,140 -50%
CSIA
233
Conrad Siegel Investment Advisors
Pennsylvania
$725K -$671K -27,637 -48%
OMC
234
Old Mission Capital
Illinois
$687K +$687K +28,321 New
MFWP
235
Mosaic Family Wealth Partners
Missouri
$685K +$98.5K +4,060 +17%
SRC
236
Shufro Rose & Co
New York
$675K -$218K -9,023 -24%
NB
237
Northwest Bancshares
Pennsylvania
$648K +$40.3K +1,662 +7%
AGP
238
Autumn Glory Partners
Texas
$644K -$6.31K -260 -1%
DWT
239
Dorsey & Whitney Trust
South Dakota
$631K
RSWA
240
Robinson Smith Wealth Advisors
Maine
$621K
WANY
241
Wealthspire Advisors (New York)
New York
$619K
Bank of Montreal
242
Bank of Montreal
Ontario, Canada
$605K +$136K +5,598 +29%
AWAU
243
Alliance Wealth Advisors (Utah)
Utah
$605K
Baird Financial Group
244
Baird Financial Group
Wisconsin
$605K -$25.4K -1,047 -4%
DSC
245
Duncker Streett & Co
Missouri
$604K
MOS
246
MGO One Seven
Ohio
$585K +$34.1K +1,406 +6%
TFS
247
Thoroughbred Financial Services
Tennessee
$585K +$10.2K +420 +2%
MIH
248
Meitav Investment House
Israel
$585K -$471K -19,408 -45%
DP
249
Dearborn Partners
Illinois
$581K +$35.5K +1,463 +7%
DWM
250
DecisionMap Wealth Management
Virginia
$568K +$148K +6,082 +35%